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Insight
18020 posts
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
Whatās Your Advantage?
by William Smead, Smead Capital Management In the March 9, 2013 issue of Barronās, 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
Smooth Returns (Smead)
by William Smead, Smead Capital Management Harry Markopolos was working for a hedge fund of funds and attempting…
March 6, 2013
Losing the Bid (Smead)
by William Smead, Smead Capital Management Many times in my 32-year career people ask me to comment on…
March 1, 2013
Muscle Training or Muscle Memory? (Smead)
by William Smead, Smead Capital Management Interest rates have gone down on US Treasury bonds off and on…
February 22, 2013
Too Active, Too Passive: Too Little Understanding (Smead)
by William Smead, Smead Capital Management The wealth management and institutional consulting communities have allowed indexing to be…
February 20, 2013
Our Job is the "Whether," The Market's Job is the "When" (Smead)
by William Smead, Smead Capital Management Warren Buffett describes the stock marketās purpose as being āa wonderfully efficient…
February 14, 2013
Itās Not What Happens That Matters (Smead)
by William Smead, Smead Capital Management Late in 2008 and in early 2009, a group of what we…
January 16, 2013
2013, āThings Can Only Get Betterā (Smead)
by William Smead, Smead Capital Management As long-duration common stock owners, we at Smead Capital Management donāt put…
January 15, 2013
Does China Pass the Smell Test? (Smead)
by William Smead, Smead Capital Management We at Smead Capital Management believe that prolonged faith in Chinaās economy…
December 18, 2012
US Olympic Swim Team and Warren Buffett: Buy and Hold (Smead)
If you sat down and made up eight criteria for the perfect Olympic swim champion, you would likely…
November 8, 2012
"Voluntary Exile" (Smead)
The Bible is full of stories of Godās people living in exile on their own volition. A famine…
October 25, 2012
Circle the Wagons (Smead)
by William Smead, Smead Capital Management We spoke to two small groups in Spokane on September 21st, 2012.…
October 4, 2012