Author: Smead Capital Management

Been Here Before

Investors who have come to us in the last three to four years are probably wondering if we’ve been here before. By here, we mean a stretch of significant underperformance relative to our benchmarks. The answer is, yes. Let’s review those prior circumstances to see if we can learn something about where we might be headed. […]

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Reuters: Bill Smead on Berkshire’s Record Profit

  Buffett’s Berkshire posts record profit on insurance, investments By Jonathan Stempel For more information go to reuters.com. 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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CNBC Power Lunch: Cole Smead on Growth vs. Value

  Meta is too high of a risk for value, says Smead Capital CEO Cole Smead 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

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