4Q22 International Value Strategy Newsletter: The Law of Comparative Advantage […] The frustration of other investors and the strength of non-US dollar assets we believe will be our comparative advantage. ⟶ Keep Reading January 15, 2023
4Q22 U.S. Value Strategy Newsletter: Shame on Me in 2023 […] We at Smead Capital Management believe the stock market wants to cause stock market failure by being extremely difficult in 2023. Most investors were fooled in 2022 by expecting circumstances similar to the prior ten years. […] ⟶ Keep Reading January 15, 2023