Author: Smead Capital Management

Barron’s: Cole Smead, CFA on Continental Resources Acquisition

Continental Resources Acquisition Faces Pushback By Avi Salzman For more information go to www.barrons.com. Stocks mentioned: CLR 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 future results.

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Yahoo Finance: Bill Smead on Bank Earnings and Home Lending

  Earnings: These banks ‘have way more capital than they need,’ veteran investor says By Akiko Fujita For more information go to finance.yahoo.com. Stocks mentioned: AXP, BAC, JPM The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or

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Bloomberg: Bill Smead on Banking and Main Street

Consumer Banking Props Up Wall Street as Markets Slump By Sridhar Natarajan For more information go to www.bloomberg.com. 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 future results.

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Bloomberg Radio: Cole Smead on Winning in a Down Market

Winning In A Down Market (Audio) Hosted by Paul Sweeney and Matt Miller For more information go to www.bloomberg.com. 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

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CNBC: Cole Smead, CFA on Carmakers Porsche vs. VW

Porsche is now more valuable than VW: Here’s what the pros think of the carmakers By Ganesh Rao For more information go to www.cnbc.com. Stocks mentioned: P911 (Porsche) The information contained in this article represents SCM’s opinions, and should not be construed as personalized or

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2Q22 International Value Strategy Newsletter: The Rhythm of the Night

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. […]

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2Q22 U.S. Value Strategy Newsletter: Two-Headed Investment Monster

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? […]

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Barron’s: Bill Smead on the Next Generation

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

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