Browsing Tag
william smead
136 posts
Bill Smead: "Mama said there'll be days like this"
Mama said there'll be days like this by William Smead, Smead Capital We are nearly five months into…
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...
Berkshire Hathaway Stock Will Make a Comeback, Says Bill Smead
Berkshire Hathaway Stock Will Make a Comeback, Says Bill Smead April 30, 2016 – Value investing will return…
William Smead: Political Punching Bags
Political Punching Bags by William Smead, Smead Capital Management The United States has one of the most successful…
Berkshire Hathaway Annual Letter: "Cheap and Wonderful"
Berkshire Hathaway Annual Letter: Cheap and Wonderful by William Smead, Smead Capital Management At Smead Capital Management, we…
Tony Scherrer: Breaking Up Is Hard To Do
Breaking Up Is Hard To Do by Tony Scherrer, CFA, Smead Capital Management At Smead Capital Management we…
William Smead: Stock Market Control
Stock Market Control by William Smead, Smead Capital Management We saw the chart below in a recent Marketwatch.com…
Drilling for Oil on Wall Street
Drilling for Oil on Wall Street by William Smead, Smead Capital Management As long-duration common stock owners and…
William Smead: "Stuck in the middle with you"
William Smead: "Stuck in the middle with you" by William Smead, Smead Capital Management Unless you have been…
The Earbud Stock Market
The Earbud Stock Market by William Smead, Smead Capital Management The earbud is nothing new, but it seems…
Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon?
Security Valuation: What Can Microsoft and Walmart Teach Us about Amazon? by William Smead, Smead Capital Management While…
China’s Command Economy: The Gift That Keeps on Giving
by William Smead, Smead Capital Management With Beijing being selected to host the 2022 Winter Olympics, we at…
Peter Lynch on Today
Peter Lynch on Today by William Smead, Smead Capital Management Peter Lynch was one of the most successful…
Frank Sinatra on the Reinvestment of Unrealized Gains
by William Smead, Smead Capital Management In the song, “That’s Life,” Frank Sinatra tells us everything we need…
Sugar and Spice and Everything Nice: Buffett's 50th Shareholder Meeting
by William Smead, Smead Capital Management The 50th annual meeting of Berkshire Hathaway with Warren Buffet as Chairman…
Crouching Tigers, Hidden Assets
by William Smead, Smead Capital Management Our experience tells us that Crouching Tigers, while appearing contentious and dangerous,…
