Section
Insight
18570 posts
Oil: Does Supply and Demand Matter?
by William Smead, Smead Capital Management If you are a long-time follower of our writing at Smead Capital…
Stock Pickers: “Somebody I Used to Know”
by William Smead, Smead Capital Management Art has a tendency to express culture. One of today’s catchiest songs…
The Price of Glamour
by William Smead, Smead Capital Management The list of glamorous growth stocks getting hit by what we…
Math, History, and Psychology – Part 3
by William Smead, Smead Capital Management Over the years, we have heard Charlie Munger state that Psychology…
Only the Lonely Can Play
by William Smead, Smead Capital Management Successful investing is the defeat of human nature. Human beings prefer…
Math, History and Psychology – Part 2
Last week we wrote about the math of common stock investing and the effectiveness of mathematical discipline to portfolio…
Math, History and Psychology
by William Smead, Smead Capital Management In my 32 years in the investment business, success in common…
The Vision Thing II (Smead)
by Bill Smead, Smead Capital In May of 2010 we wrote about how important it was for…
"Real" Career Risk (Smead)
by William Smead, Smead Capital Management Jeremy Grantham is a brilliant asset allocator, writer and thinker. He…
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…
The Value of Sentiment Polls (Smead)
by William Smead, Smead Capital Management We (at Smead Capital Management (SCM)) have made the case that…
Buy Commodities, Sell Brands (Smead)
by William Smead, Smead Capital Management We saw Warren Buffett quoted the other day saying, “We like…
Is Popularity Ruining Indexing?
by William Smead, Smead Capital Management We have been traveling around the world delivering a talk to…
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…
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…
