Section
Insight
19352 posts
Is There Value in Todayâs Stock Market? (Smead)
by William Smead, Smead Capital Management Due to the recent strength in the US stock market, we thought…
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...
Yen Weakness: Buffettâs âShot Heard Round the Worldâ (Smead)
by William Smead, Smead Capital Management We returned recently from the Berkshire Hathaway Annual Shareholder Conference. The most…
Screaming âBear Market Rallyâ (Smead)
by William Smead, Smead Capital Management In the summer of 2009, I was a regular guest on CNBC…
Weekend Reads for Financial Advisors: Emotional Finance and Chaos Theory
by Lauren Foster, CFA Institute Weekend Reads for Financial Advisors: Emotional Finance and Chaos Theory | CFA Institute…
The Road to Omaha: Volatility or Wealth Creation
by William Smead, Smead Capital Management âEvery tomorrow has been uncertain. Americaâs destiny, however, has always been clear:…
The Road To Omaha: The Road to Omaha: Sighting the Duck as an Elephant
by William Smead, Smead Capital Management We have been discussing keys to the investment success of Warren Buffett…
1Q13: Downton Abbey Stock Market
by William Smead, Smead Capital Management Downton Abbey is a Masterpiece Theatre show on PBS which has taken…
The Road to Omaha: Own High Quality Businesses (Smead)
by William Smead, Smead Capital Management We are spending the five weeks leading up to the Berkshire Hathaway…
Poll: Is Bitcoin a Long-Term Alternative to Government-Sponsored Currencies?
by Ron Rimkus, CFA, CFA Institute In a poll conducted in the CFA Institute Financial NewsBrief, we asked…
The Road to Omaha: Being a Business Owner (Smead)
by William Smead, Smead Capital Management In this five-part series leading up to the Berkshire Hathaway Annual Meeting,…
Bitcoins: New Gold or Foolâs 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 weâre 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%…
Whatâs Your Advantage?
by William Smead, Smead Capital Management In the March 9, 2013 issue of Barronâs, writer Jonathon Laing wrote…
