Section
Insight
18937 posts
Bitcoins: New Gold or Foolās Gold?
by Ron Rimkus, CFA, CFA Institute A craze is sweeping the nation. Indeed, it is sweeping the world.…
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 weāre calling,…
Mark Hulbert: Our Kindred Spirit (Smead)
by William Smead, Smead Capital Management Mark Hulbert and I started in the investment business in 1980. He…
The Constancy of Dividends (Smead)
by William Smead, Smead Capital Management The payout ratio on the S&P 500 Index currently hovers around 30%…
Whatās Your Advantage?
by William Smead, Smead Capital Management In the March 9, 2013 issue of Barronās, writer Jonathon Laing wrote…
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…
Smooth Returns (Smead)
by William Smead, Smead Capital Management Harry Markopolos was working for a hedge fund of funds and attempting…
Losing the Bid (Smead)
by William Smead, Smead Capital Management Many times in my 32-year career people ask me to comment on…
Muscle Training or Muscle Memory? (Smead)
by William Smead, Smead Capital Management Interest rates have gone down on US Treasury bonds off and on…
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…
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…
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…
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…
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…
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…
