william smead

william smead

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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China’s Command Economy: The Gift That Keeps on Giving

China Insight Markets Outlook Stocks
by William Smead, Smead Capital Management With Beijing being selected to host the 2022 Winter Olympics, we at Smead Capital took a moment to reflect on China. We ...
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Peter Lynch on Today

Insight Markets Outlook
Peter Lynch on Today by William Smead, Smead Capital Management Peter Lynch was one of the most successful stock pickers of all time. From 1977-1990, he managed the ...
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Frank Sinatra on the Reinvestment of Unrealized Gains

Dividends Insight Markets Outlook Strategy value investing
by William Smead, Smead Capital Management In the song, “That’s Life,” Frank Sinatra tells us everything we need to know about the process of creating wealth in the ...
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Sugar and Spice and Everything Nice: Buffett's 50th Shareholder Meeting

Insight Markets Outlook
by William Smead, Smead Capital Management The 50th annual meeting of Berkshire Hathaway with Warren Buffet as Chairman was filled with sugar and spice and everything nice. We ...
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Crouching Tigers, Hidden Assets

Insight Markets Outlook Strategy US Stocks value investing
by William Smead, Smead Capital Management Our experience tells us that Crouching Tigers, while appearing contentious and dangerous, often have hidden assets. These assets can potentially turn out-of-favor ...
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Could Aflac’s Contentiousness Spell Wealth Creation?

Insight Markets Outlook US Stocks
by William Smead, Smead Capital Management At Smead Capital Management, we like to combine the qualitative aspects of a meritorious company with the temporary contentiousness of deeply out-of-favor ...
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Common Stocks: A Garden of Wealth Creation

Insight Markets Outlook Stocks US Stocks
by William Smead, Smead Capital Management When I was ten years old, my Dad asked me if I’d like to make some money. Those of you who know ...
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Should You Buy Into Oil's Secular Bear Market?

Canadian Market Energy & Natural Resources Insight Markets Oil and Gas Outlook
by William Smead, Smead Capital Management March 10th is one of my favorite days of the year. The tech bubble of the late 1990’s burst on March 10th ...
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Are Macroeconomists Rebuilding a Wall of Worry?

Bond Market Insight Markets Outlook Strategy US Stocks
by William Smead, Smead Capital Management Those of you who follow us at Smead Capital Management know that we believe in the idea that good markets die on ...
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