[…] The frustration of other investors and the strength of non-US dollar assets we believe will be our comparative advantage.
[…] 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. […]
Investor Weighs In On Berkshire’s Occidental Play by Akane Otani For more information go to www.wsj.com. Stocks mentioned: BRK, OXY The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of
Buffett’s Berkshire Hathaway wins OK to buy 50% Occidental stake By Jonathan Stempel and Sabrina Valle For more information go to reuters.com. Stocks mentioned: BRK, OXY, CVX The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized
Warren Buffett gets permission to buy up to half of Occidental Petroleum, boosting the shares By Yun Li For more information go to www.cnbc.com. Stocks mentioned: BRK; OXY The information contained in this article represents SCM’s opinions, and should not be construed as personalized or
Corona’s 1995 classic “The Rhythm of the Night” rings in our ears as we stare at the circumstances that are likely to expose the darkness of the 2020’s. We saw the light in the 2010’s and will see the night in the 2020’s. Our aim for this letter is to give an understanding to investors of the rhythm of what we are likely to see in the road ahead. […]
As we’ve hit the halftime mark for the investment year 2022, we are faced with a daunting two-headed monster. One head is the first full year of unwinding what Charlie Munger called, “the biggest financial euphoria episode in his career, because of the totality of it.” The second head is what we call “wolverine inflation,” which is mean and leaves a stench. This combination is powerful and, in many ways, unprecedented. How do we navigate a stock market which is dealing with a two-headed monster? […]
Smead: Going to be Tough to Kill US Consumer By Alix Steel and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: TGT The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
The Wedding Boom Is Hiding a Troubling Trend for the Economy By Sabrina Escobar For more information go to www.barrons.com. Stocks mentioned: TGT The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
This is ‘wolverine inflation’ because it has no natural predator, investor says Hosted by Geoff Cutmore For more information go to www.cnbc.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
© Copyright 2023. Smead Capital Management. All rights reserved.
© Copyright 2022. Smead Capital Management.
All rights reserved.
