Section
Insight
19211 posts
Only the Lonely Can Play
by William Smead, Smead Capital Management Successful investing is the defeat of human nature. Human beings prefer…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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…
