Browsing Tag
william smead
136 posts
Could Aflac’s Contentiousness Spell Wealth Creation?
by William Smead, Smead Capital Management At Smead Capital Management, we like to combine the qualitative aspects of…
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...
Common Stocks: A Garden of Wealth Creation
by William Smead, Smead Capital Management When I was ten years old, my Dad asked me if I’d…
Should You Buy Into Oil's Secular Bear Market?
by William Smead, Smead Capital Management March 10th is one of my favorite days of the year. The…
Are Macroeconomists Rebuilding a Wall of Worry?
by William Smead, Smead Capital Management Those of you who follow us at Smead Capital Management know that…
Ben Graham's Mr. Market 2015
by William Smead, Smead Capital Management In the Berkshire Hathaway 1987 Annual Report, Warren Buffett wrote the following:…
William Smead: "The Most Contentious Stocks We Own Have Been Our Best Performers"
by William Smead, Smead Capital Management We have been out on the road telling the story of Smead…
William Smead: "Strangers Passing in the Night"
by William Smead, Smead Capital Management The economies of China and the United States appear to be headed…
Will $2.50 Gasoline Catalyze U.S. Consumer Stocks?
by William Smead, Smead Capital Management A great deal has been written about how lower gasoline prices could…
Outrunning the Bear: An Active Manager’s Survival Guide
by William Smead, Smead Capital Management Two long-time friends go up in the mountains on a hunting…
William Smead: Do Activist Investors Let the Game Come to Them?
by William Smead, Smead Capital Management As a recovering amateur athlete—the pinnacle of my athletic career was four…
Attractive Stocks in a Bifurcated Market
by William Smead, Smead Capital Management As value stock picking managers, we assume we will be operating in…
Warren Buffett on Buying Businesses
by William Smead, Smead Capital Management We bought a business today. I don’t know what the stock market…
Bill Smead: Buffett’s Passive Can of Worms
Buffett’s Passive Can of Worms by William Smead, Smead Capital Management A great deal of confusion exists today…
Could a China Recession Cause $50/barrel Crude Oil?
by William Smead, Smead Capital Management Globalization has created an interconnection between major world economies and commodity prices.…
Would John Templeton See Light at the End of Aflac’s Tunnel?
by William Smead, Smead Capital Management As someone who came into the investment business in 1980, I was…
