Section
value investing
249 posts
Unforgettable and Uninvestable
by William Smead, Smead Capital Management One of the all-time classic ballad songs is Nat King Coleâs âUnforgettable.â…
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...
Can you see the warning lights going off?
by Tony Scherrer, Smead Capital Management âThe main purpose of the stock market is to make fools of…
William Smead: Political Football Stocks
by William Smead, Smead Capital Management There are many ways to practice value investing and many ways to…
William Smead: Patience and Free Cash Flow
by William Smead, Smead Capital Management On a recent trip to visit clients in Denmark, I had some…
The Beyond Meat Market
by Tony Scherrer, Smead Capital âDonât Believe the Hype.â â Public Enemy We have written a good deal…
The Potential Illiquidity Bonanza
by William Smead, Smead Capital Management We believe there is a severe lack of liquidity in the stock…
Tony Scherrer: Illusionary Investing
âIf Iâve made myself too clear, you must have misunderstood me.â â Alan Greenspan by Tony Scherrer, Smead…
Market Resilience: Strength in Numbers
by Sonal Desai, Ed Perks, Stephen Dover, Michael Hasenstab, Franklin Templeton Investments Concerns about where the financial markets…
Underperforming Like Itâs 1999
by William Smead and Tony Scherrer, Smead Capital Management The singer, Prince, wrote about âpartying like itâs 1999.â…
William Smead: Just Do The Math!
by William Smead, Smead Capital Management We remember looking at demographic charts back in the 1990s which compared…
Buffettâs Annual Letter: Forest for the Trees
by William Smead, Smead Capital Management There is an old expression, âYou canât see the forest for the…
Value Equities: Is the Long, Dark Winter Ending?
by James MacGregor, Cem Inal, Shri Singhvi, AllianceBernstein Value investing has always been about challenging the consensusâbut never…
Channeling Warren Buffett
by William Smead, Smead Capital Management The most popular missives we write are associated with Warren Buffettâs annual…
William Smead: "Ph.D. in Used to Be"
by William Smead, Smead Capital Management âThose who donât know history are doomed to repeat it.â â Edmund…
David Giroux: 31% of S&P 500 Companies Face Growing Secular Risks, 36% Face Growing Secular Earnings Growth Risk
5-star manager David Giroux explains why more companies' businesses are at risk. How concerned are you about stock…
