Browsing Tag
william smead
136 posts
William Smead: Confidence in the Future (Q3/13 Letter to Investors)
To understand where we are going and have confidence in the future, you have to understand where we’ve…
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...
Frustrating the Most People
by William Smead, Smead Capital Management Dear Fellow Investors: A venerable sage once said, “The markets do whatever…
The Death Knell of the Global Synchronized Trade
by William Smead, Smead Capital Management Dear Fellow Investors, At Smead Capital Management, we believe the interest on…
Bill Smead: Bernanke’s Temporary Reprieve
by William Smead, Smead Capital Management There is no nice way to state this opinion: the end of…
William Smead: Dow Changes as a Contrary Indicator
by William Smead, Smead Capital Management The folks who select the companies in the Dow Jones Industrial Average…
Oil Has Too Many Plumbers (Smead)
by William Smead, Smead Capital Management Dear Fellow Investors: We’ve never quite understood why most sensible people don’t…
William Smead: Investment Outlook (September 4, 2013)
"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the…
William Smead: Forrest Gump Stock Market
by William Smead, Smead Capital After watching “Forrest Gump” for about the thirtieth time recently, I realized that…
Trickle-Up Economics (Smead)
by William Smead, Smead Capital Management Major magazines have a history of putting a topic on their cover…
China's Government Can't Stop the Bust (Smead)
by William Smead, Smead Capital Management On a recent trip to Europe we participated in a forum in…
Fear Capital Misallocation—Not Market Cycles
by William Smead, Smead Capital Management A great deal of time and energy is spent trying to determine…
Will Buffett Be Right on Wells Fargo?
by William Smead, Smead Capital Management A long time friend once said, “Bill, on the stocks that worked…
William Smead: 2Q13 - "Hopelessly Devoted To You"
by William Smead, Smead Capital Management A journalist from Fortune magazine once asked Andy Grove, the former CEO…
Big Pharma's Political Concerns Make For Good Buying Opportunity
Employer Mandate: A Pharma Bump in the Road by William Smead, Smead Capital Management As long-duration value investors,…
Win Ben's Money (Smead)
by William Smead, Smead Capital Management From 1997 to 2003 a show called,” Win Ben Stein’s Money” ran…
