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In each episode, we explore investing through an entirely unique lens, bringing in authors to discuss books that have directly or indirectly influenced our investment decisions.

Part 2

The second part of Cole and Bill’s conversation with Author Margaret O’Mara on her book, The Code: Silicon Valley and the Remaking of America, covers early software, manufacturers of AI and computers, and communications between technologies and people, as well as different technologies themselves. They take a deep dive into what really made Silicon Valley as we know it today.

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In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager, welcomes back Bryan Burrough to discuss his book, “The Gunfighters: How Texas Made the West Wild.” […]

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Liaquat Ahamed – 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World

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What can the history of newspapers teach us about today’s media landscape? In the latest episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager C. W. […]

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The Smead Book List – Summer 2026

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The Long View: Defining Intelligence

Can a human being’s behavior and personality be fully explained by a machine, chemistry, biology, or data? Or is there something intangible left over? These questions and the different conversations […]

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