Archives by: William Smead, Smead Capital Management

William Smead, Smead Capital Management

William Smead, Smead Capital Management Posts

Mid-Year Outlook: Tug of War

Insight Markets Outlook US Stocks
Tug of War by William Smead, Smead Capital Management Many a spring and summer outdoor celebration culminates in a tug of war. It is where an equal number ...
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The Day the Globalization Music Died

Insight Markets Outlook
The Day the Globalization Music Died by William Smead, Smead Capital Management As a participant for 36 years in the U.S. stock market, I’ve learned to look for ...
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Playing Dress-Up

Insight Markets Outlook Stocks US Stocks
Playing Dress-Up by Tony Scherrer, Smead Capital Management “The day is not far off when the economic problem will take the back seat where it belongs, and the ...
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The Coming Housing Boom: Millennials in Exile

Insight Markets Outlook Real Estate
The Coming Housing Boom: Millennials in Exile by William Smead, Smead Capital Management Much has been written about the factors original to the American generation of adults currently ...
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Toll Bridge Stocks: Don’t Just Do Something, Sit There

Infrastructure Insight Markets Outlook US Stocks
Toll Bridge Stocks: Don’t Just Do Something, Sit There by William Smead, Smead Capital Management The floating bridge, which crosses from Seattle on one side of Lake Washington ...
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William Smead: Political Punching Bags

Insight Markets Outlook US Stocks
Political Punching Bags by William Smead, Smead Capital Management The United States has one of the most successful biotech/pharmaceutical industries and arguably the premier banking institutions in the ...
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Berkshire Hathaway Annual Letter: "Cheap and Wonderful"

Insight Markets Outlook Stocks Strategy US Stocks
Berkshire Hathaway Annual Letter: Cheap and Wonderful by William Smead, Smead Capital Management At Smead Capital Management, we have great respect for the most successful long-duration investors. Warren ...
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Tony Scherrer: Breaking Up Is Hard To Do

Insight Markets Outlook US Stocks
Breaking Up Is Hard To Do by Tony Scherrer, CFA, Smead Capital Management At Smead Capital Management we are in the business of attempting to gain a clear ...
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William Smead: Stock Market Control

Insight Markets Outlook Strategy US Stocks value investing
Stock Market Control by William Smead, Smead Capital Management We saw the chart below in a recent Marketwatch.com column from Mark Hulbert. It shows the likelihood of the ...
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Historical Rates Impact Common Stocks

Insight Interest Rates Markets Outlook US Stocks
Historical Rates Impact Common Stocks by William Smead, Smead Capital Management Time and coincidence often cloud our own perception. Consider interest rates. Baby Boomers and Generation Xers became ...
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Drilling for Oil on Wall Street

Energy & Natural Resources Insight Markets Oil and Gas Outlook
Drilling for Oil on Wall Street by William Smead, Smead Capital Management As long-duration common stock owners and investors, we focus on our bottoms-up stock picking and seek ...
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William Smead: "Stuck in the middle with you"

Insight Markets Outlook
William Smead: "Stuck in the middle with you" by William Smead, Smead Capital Management Unless you have been asleep on the floor for the last six weeks, you’ve ...
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The Earbud Stock Market

Insight Markets Outlook Stocks US Stocks
The Earbud Stock Market by William Smead, Smead Capital Management The earbud is nothing new, but it seems to be everywhere. The first implication of wearing earbuds is ...
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Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon?

Insight Markets Outlook Stocks Strategy US Stocks value investing
Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon? by William Smead, Smead Capital Management While most investors and the media consider the merits of Amazon’s ...
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Video Didn’t Kill the Radio Star

Insight Markets Outlook portfolio management US Stocks value investing
by William Smead, Smead Capital Management The longer we are in the investment business, the more skeptical we become about the investment crowd’s ability to identify which innovative ...
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