Author: Smead Capital Management

4Q23 International Value Strategy Newsletter: Recognizing Change

As we end 2023, the world looks very different than it did a few years ago. The one thing inevitable in life is change. As investors, we are required to spend a lifetime of learning. One of the things we should recognize over time is how to take advantage of change. In this shareholder letter, we hope to explain current phenomena that weren’t predicted or present just a few years ago. We hope that reminding ourselves of this will bring more clarity to the opportunities for investors ahead. […]

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Reuters: Bill Smead on Berkshire Succession

  After Munger’s death, Berkshire succession comes into focus By Jonathan Stempel For more information go to Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is

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