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Insight
16776 posts
Which Stocks Win on Main Street’s Comeback?
When I was in college, the hardest concept for freshman and sophomore economics students to understand was that…
April 11, 2012
The Value of Sentiment Polls (Smead)
by William Smead, Smead Capital Management We (at Smead Capital Management (SCM)) have made the case that…
April 4, 2012
Buy Commodities, Sell Brands (Smead)
by William Smead, Smead Capital Management We saw Warren Buffett quoted the other day saying, “We like…
March 28, 2012
Is Popularity Ruining Indexing?
by William Smead, Smead Capital Management We have been traveling around the world delivering a talk to…
March 20, 2012
Mr. BRIC Trade is on Our Side
by William Smead, CEO, CIO, Smead Capital Management A recent article in “The National” quoted Jim O’Neil as…
March 16, 2012
Defining Risk: Warren Buffett’s Three Kinds of Investments
by William Smead, CEO, CIO, Smead Capital Management In his recent 2011 shareholder letter, Warren Buffett explained the…
March 7, 2012
