Author: Smead Capital Management

Business Insider: Bill Smead on Being Bullish on Commodities

  History says there’s one hedge that could shelter investors during a lost decade for stocks By Jennifer Sor For more information go to www.businessinsider.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized

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Fox Business: Bill Smead on Stocks vs GDP

  Stocks vs GDP: Why this level has Wall Street watching closely   Hosted by Cheryl Casone For more information go to Stocks vs GDP: Why this level has Wall Street watching closely. Watch the latest video at <a href=”http://video.foxbusiness.com”>video.foxbusiness.com</a> Stocks mentioned: APA, CVE, EBAY

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Bloomberg: Bill Smead on GameStop’s Bid to Take Over eBay

EBay Investor Skeptical That GameStop Can Make Good on Acquisition Offer By Spencer Soper For more information go to www.bloomberg.com. Stocks mentioned: EBAY The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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1Q26 International Value Strategy Newsletter: Succeeding Unconventionally

[…] For individuals, succeeding conventionally would be to invest in the passive S&P 500 Index because it is conventional and stocks only go up and to the right. For the institutional investors, being passive expects that others won’t do well in stock picking. Passive investing keeps your fees low and, all else equal, is the way to add value. These facts are all conventional. The inherent risk is that the passive S&P 500 Index causes most investors to fail together. Watching the conventional crowd believe that the market can’t ever go down longer-term because of factors like 401k flows, loss of active decisions, etc., is just as adorable as believing in 2005-2007 that house prices could never go down. […]

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