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Insight
18004 posts
Earnings Yield Favours the Cyclical Sectors
by David Templeton, Horan Capital Advisors Standard & Poor's notes in a recent report on Earnings Yield By…
May 27, 2013
Revealed: Appleâs âOffshoreâ Cash Isnât Even Offshore
Wolf Richter, www.testosteronepit.com, www.amazon.com/author/wolfrichter No one accused Apple of having violated US tax laws. The Senate subcommittee investigation…
May 24, 2013
Is There Value in Todayâs Stock Market? (Smead)
by William Smead, Smead Capital Management Due to the recent strength in the US stock market, we thought…
May 23, 2013
Yen Weakness: Buffettâs âShot Heard Round the Worldâ (Smead)
by William Smead, Smead Capital Management We returned recently from the Berkshire Hathaway Annual Shareholder Conference. The most…
May 15, 2013
Screaming âBear Market Rallyâ (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 âEvery tomorrow has been uncertain. Americaâs 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 Foolâs 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 weâre 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