by Gavekal Capital Blog While attending a conference last week and hearing questions and comments such as, "Europe's pretty cheap right now, isn't ...Read more Comments Off on Why Does Everyone Keep Asking Us About Great Value Buys in Europe?
by William Smead, Smead Capital Management We have been out on the road telling the story of Smead Capital Management and explaining our ...Read more Comments Off on William Smead: "The Most Contentious Stocks We Own Have Been Our Best Performers"
Brief excerpt from CFA Institute on The Value Proposition followed by full book description The Value Proposition: Sionna’s Common Sense Path to Investment Success, ...Read more Comments Off on Book Review: Kim Shannon's "The Value Proposition"
by William Smead, Smead Capital Management A great deal has been written about how lower gasoline prices could stimulate discretionary purchases in the ...Read more Comments Off on Will $2.50 Gasoline Catalyze U.S. Consumer Stocks?
by William Smead, Smead Capital Management Two long-time friends go up in the mountains on a hunting trip. At 4:30 A.M. of ...Read more Comments Off on Outrunning the Bear: An Active Manager’s Survival Guide
by William Smead, Smead Capital Management As a recovering amateur athlete—the pinnacle of my athletic career was four years of Division III college ...Read more Comments Off on William Smead: Do Activist Investors Let the Game Come to Them?