Browsing Category
Insight
15121 posts
Yen Weakness: Buffett’s “Shot Heard Round the World” (Smead)
by William Smead, Smead Capital Management We returned recently from the Berkshire Hathaway Annual Shareholder Conference. The most…
May 15, 2013
Screaming “Bear Market Rally” (Smead)
by William Smead, Smead Capital Management In the summer of 2009, I was a regular guest on CNBC…
May 10, 2013
The Road to Omaha: Volatility or Wealth Creation
by William Smead, Smead Capital Management “Every tomorrow has been uncertain. America’s destiny, however, has always been clear:…
May 1, 2013
The Road To Omaha: The Road to Omaha: Sighting the Duck as an Elephant
by William Smead, Smead Capital Management We have been discussing keys to the investment success of Warren Buffett…
April 29, 2013
1Q13: Downton Abbey Stock Market
by William Smead, Smead Capital Management Downton Abbey is a Masterpiece Theatre show on PBS which has taken…
April 25, 2013
The Road to Omaha: Own High Quality Businesses (Smead)
by William Smead, Smead Capital Management We are spending the five weeks leading up to the Berkshire Hathaway…
April 17, 2013
Poll: Is Bitcoin a Long-Term Alternative to Government-Sponsored Currencies?
by Ron Rimkus, CFA, CFA Institute In a poll conducted in the CFA Institute Financial NewsBrief, we asked…
April 11, 2013
The Road to Omaha: Being a Business Owner (Smead)
by William Smead, Smead Capital Management In this five-part series leading up to the Berkshire Hathaway Annual Meeting,…
April 10, 2013
Bitcoins: New Gold or Fool’s Gold?
by Ron Rimkus, CFA, CFA Institute A craze is sweeping the nation. Indeed, it is sweeping the world.…
April 8, 2013
The Road to Omaha: Valuation Matters Dearly (Smead)
by William Smead, Smead Capital Management Valuation is the topic that will begin a month-long series we’re calling,…
April 8, 2013
Mark Hulbert: Our Kindred Spirit (Smead)
by William Smead, Smead Capital Management Mark Hulbert and I started in the investment business in 1980. He…
April 2, 2013
The Constancy of Dividends (Smead)
by William Smead, Smead Capital Management The payout ratio on the S&P 500 Index currently hovers around 30%…
March 20, 2013
What’s Your Advantage?
by William Smead, Smead Capital Management In the March 9, 2013 issue of Barron’s, writer Jonathon Laing wrote…
March 12, 2013
Market Top? Not So Fast (Brooke Thackray)
Market Top? Not So Fast by Brooke Thackray, AlphaMountain Investments It seems that every day more and more…
March 11, 2013