Section
Insight
19811 posts
1Q13: Downton Abbey Stock Market
by William Smead, Smead Capital Management Downton Abbey is a Masterpiece Theatre show on PBS which has taken…
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 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 Fool’s 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 we’re 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%…
What’s Your Advantage?
by William Smead, Smead Capital Management In the March 9, 2013 issue of Barron’s, 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 market’s purpose as being “a wonderfully efficient…
