william smead

william smead

Ben Graham's Mr. Market 2015

ETFs Insight Markets Outlook Strategy value investing
by William Smead, Smead Capital Management In the Berkshire Hathaway 1987 Annual Report, Warren Buffett wrote the following: Ben Graham, my friend and teacher, long ago described the ...
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William Smead: "The Most Contentious Stocks We Own Have Been Our Best Performers"

Insight Markets Outlook Stocks US Stocks value investing
by William Smead, Smead Capital Management We have been out on the road telling the story of Smead Capital Management and explaining our portfolio of common stocks. One ...
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William Smead: "Strangers Passing in the Night"

China Insight Markets Outlook US Stocks
by William Smead, Smead Capital Management The economies of China and the United States appear to be headed in the opposite direction. China’s economy is decelerating fast and ...
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Will $2.50 Gasoline Catalyze U.S. Consumer Stocks?

Insight Markets Outlook Strategy value investing
by William Smead, Smead Capital Management A great deal has been written about how lower gasoline prices could stimulate discretionary purchases in the United States. RBOB gasoline futures ...
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Outrunning the Bear: An Active Manager’s Survival Guide

active investing ETFs Insight Markets Outlook US Stocks value investing
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 the second day, one of ...
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William Smead: Do Activist Investors Let the Game Come to Them?

Insight Markets Outlook Stocks Strategy Trading US Stocks value investing
by William Smead, Smead Capital Management As a recovering amateur athlete—the pinnacle of my athletic career was four years of Division III college golf—one concept became obvious at ...
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Attractive Stocks in a Bifurcated Market

Insight Markets Outlook Risk Management Stocks Strategy US Stocks
by William Smead, Smead Capital Management As value stock picking managers, we assume we will be operating in a bifurcated equity environment. We think the bifurcation will be ...
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Warren Buffett on Buying Businesses

Insight Markets Outlook
by William Smead, Smead Capital Management We bought a business today. I don’t know what the stock market is going to do today, this month or next year. ...
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Bill Smead: Buffett’s Passive Can of Worms

active investing Insight Markets Outlook portfolio management Stocks Strategy US Stocks value investing
Buffett’s Passive Can of Worms by William Smead, Smead Capital Management A great deal of confusion exists today about the merits of passive investing as compared to well-researched ...
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Could a China Recession Cause $50/barrel Crude Oil?

China Commodities Insight Markets Oil and Gas Outlook Stocks
by William Smead, Smead Capital Management Globalization has created an interconnection between major world economies and commodity prices. China, as the world’s most populous country, rearranged the commodity ...
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