Browsing Tag
william smead
136 posts
The Art of Low Turnover (Smead)
by William Smead, Smead Capital Management We have argued vociferously that active managers have given up their preferred…
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...
Who is Your Daddy and What Does He Do?
by Cole Smead, CFA, Smead Capital Management In the 1990 movie Kindergarten Cop, Arnold Schwarzenegger portrayed a police…
Portfolio Comfort in Stock Splits (Smead)
by William Smead, Smead Capital Management We have noticed that there has been a dearth of stock splits…
Cyclical Securities: Too Early?
by William Smead, Smead Capital Management We have been making a number of arguments about various asset classes…
Is There Value in Today’s Stock Market? (Smead)
by William Smead, Smead Capital Management Due to the recent strength in the US stock market, we thought…
Yen Weakness: Buffett’s “Shot Heard Round the World” (Smead)
by William Smead, Smead Capital Management We returned recently from the Berkshire Hathaway Annual Shareholder Conference. The most…
Screaming “Bear Market Rally” (Smead)
by William Smead, Smead Capital Management In the summer of 2009, I was a regular guest on CNBC…
The Road to Omaha: Volatility or Wealth Creation
by William Smead, Smead Capital Management “Every tomorrow has been uncertain. America’s destiny, however, has always been clear:…
The Road To Omaha: The Road to Omaha: Sighting the Duck as an Elephant
by William Smead, Smead Capital Management We have been discussing keys to the investment success of Warren Buffett…
1Q13: Downton Abbey Stock Market
by William Smead, Smead Capital Management Downton Abbey is a Masterpiece Theatre show on PBS which has taken…
The Road to Omaha: Own High Quality Businesses (Smead)
by William Smead, Smead Capital Management We are spending the five weeks leading up to the Berkshire Hathaway…
The Road to Omaha: Being a Business Owner (Smead)
by William Smead, Smead Capital Management In this five-part series leading up to the Berkshire Hathaway Annual Meeting,…
The Road to Omaha: Valuation Matters Dearly (Smead)
by William Smead, Smead Capital Management Valuation is the topic that will begin a month-long series we’re calling,…
Mark Hulbert: Our Kindred Spirit (Smead)
by William Smead, Smead Capital Management Mark Hulbert and I started in the investment business in 1980. He…
The Constancy of Dividends (Smead)
by William Smead, Smead Capital Management The payout ratio on the S&P 500 Index currently hovers around 30%…
