By James B. Stewart
For more information go to www.nytimes.com.
Sales Desk – US & Canada  1.877.701.2883
Sales Desk – International  +353.1.525.9677
Sales Desk – US  877.701.2883
Sales Desk – International  +353 1 525 9677
By James B. Stewart
For more information go to www.nytimes.com.
For a quarter of a century, the hyperscalers have been some of the most profitable and technologically innovative businesses ever created. The reason was clear: their marginal cost per additional customer was almost...
âź¶ Keep ReadingAs portfolio managers, we must practice what Charlie Munger called "ignorance avoidance!" Therefore, regardless of when the mania for all things AI dies, we believe there will be a bloodbath in the S&P...
âź¶ Keep ReadingOil tops US$100 per barrel Stocks mentioned: TVE.TO The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. […]
âź¶ Keep ReadingIn my 45 years in the investment business, we've observed numerous peaks of excitement. In 1987, a bull market that started at a 1982 bottom below 800 on the Dow Jones Industrial Average...
âź¶ Keep Reading New ConocoPhillips CEO inherits $7 billion cash flow pledge riding on Alaska oil project By Sheila Dang For more information go to reuters.com. The information contained in this tv […]
⟶ Keep ReadingAs many of you know, our team at Smead Capital Management has studied the thinking and investment careers of Charlie Munger and Warren Buffett. In today’s Go-Go artificial intelligence-dominated stock market, we’d like...
âź¶ Keep ReadingWhich fund do you want to go to?
Smead Value FundSmead International Value Fund
take me back