Author: Smead Capital Management

Bloomberg: Bill Smead on Tech Giants

Tech Giants Risk Losing Top S&P 500 Spots After $2 Trillion Wipeout By Bailey Lipschultz and Phil Serafino 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

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CNBC Squawk Box Europe: Bill Smead on Financial Euphoria

  Smead: Market pullback due to unwinding of ‘financial euphoria,’ not just Russia-Ukraine fears 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.

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CNBC: Bill Smead on Warren Buffett and Apple

For Warren Buffett, Apple is his new Cola-Cola as the investing icon reaps $100 billion in six years By Yun Li For more information go to www.cnbc.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized

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CNBC: Bill Smead on the ‘Inflation Wolverine’

Market treated inflation like a ‘puppy dog’ and now faces multiple pullbacks, strategist says By Elliot Smith For more information go to www.cnbc.com. 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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4Q21 Newsletter: Outlook 2022: Polar Opposites

There are three pillars of investing for us at Smead Capital Management. First, we must know the history of the stock market. Second, we must understand the mathematics of the stock market. Third, we must understand the psychology of the stock market. As we enter the year 2022, we believe the S&P 500 Index and the oil/gas Industry are at polar extremes on all three pillars. […]

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3Q21 Newsletter: Inflation is a Wolverine

Halfway through the year 2021, we must be reminded to “not confuse brains with a bull market.” These are the words we were taught back in the 1980’s. When all boats float, don’t think you are a genius because your boat floated. Investors in the S&P 500 Index, mega-cap tech stocks, momentum disruption stocks and a wide variety of success stories the last five years floated. The former kings of the stock market (active stock pickers) were pronounced dead. Goodbye Warren Buffett, John Templeton, Peter Lynch and all the others who were declared kings of stock picking.

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CNBC: Bill Smead on Weschler and Berkshire Hathaway

Buffett’s stock-picking lieutenant has a proven track record, but his hands are tied at Berkshire By Yun Li For more information go to www.cnbc.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past

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