Section
Insight
19221 posts
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…
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...
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…
