Browsing Tag
william smead
136 posts
William Smead: If I Fell, Again
Investors have called their five-year love affair with technology stocks into question over the last 35 days. For…
William Smead: Housing Consensus Dead Wrong
Before jumping right into housing affordability, it is necessary to consider the affordability of common stocks, investor interest…
Smoked in 1999 or Vaped in 2018: What You Pay Buying Shares Matters
[backc url='https://advisoranalyst.com/snowball/the-win-win-potential-of-active-etfs/'] by William Smead, Smead Capital Management “Have the purchase price be so attractive that even a…
2018: The Math is Simple
by William Smead, Smead Capital Management We believe the math of common stock investing is pretty simple. When…
Mr. Market Grasps the Esoteric
by William Smead, Smead Capital Management We are reminded of Ben Graham’s Mr. Market analogy. In his analogy,…
Betting Against the Flows
by Tony Scherrer, Smead Capital Management Know what you own, and know why you own it.” – Peter…
Value Investing's Dark Hour
by William Smead, Smead Capital Management Is the underperformance by most large-cap value investing strategies in this lengthy…
Bill Smead: Valuing Uncertainties (4Q17 Letter)
by William Smead, Smead Capital Management As we enter 2018, numerous uncertainties are dominating the minds of American…
Capitalizing Potential
by William Smead, Smead Capital Management A massive amount of stock market capitalization is tied up in companies…
Bill Smead: Investing Like the Mafia
by William Smead, Smead Capital Management As famed market strategist Richard Bernstein has pointed out, investors should pattern…
Bill Smead: The Rise of the Rest
by William Smead, Smead Capital Management The first time I read Forbes magazine was in 1980 as a…
Revisiting Buffett’s 1999 Warning: Interest Rates, Orgies, and Value
Revisiting Buffett’s 1999 Warning: Interest Rates, Orgies, and Value by William Smead, Smead Capital Management We thought it…
Why is the Stock Market’s Biggest Tightwad Buying?
by William Smead, Smead Capital Management As many of you know, we admire Warren Buffett and his “sidekick,”…
Bill Smead: Hard Day's Night
by William Smead, Smead Capital Management On a recent business flight, I watched The Beatles documentary (Eight Days…
Should $20 a Barrel be the Real Price of Oil?
by William Smead, Smead Capital Management Fool me once, shame on you. Fool me twice, shame on me!In…
