Author: Smead Capital Management

Barron’s: Bill Smead on Ulta and the Dot-Com Bubble Burst

Ulta Beauty Keeps Its Shine Even After a Strong Rally. More Upside Awaits. By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: ULTA The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.

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CNBC: Cole Smead, CFA on a Long Term Dollar Bear Market

The dollar could have further to fall as its decline creates a ‘double-edged sword’ for America By Chloe Taylor 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.

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Fox Business: Bill Smead on Tarriff Threat Disruption

  Trump’s tariff threat is ‘extremely disruptive’ to stock market, says CIO   Hosted by Liz Claman For more information go to Trump’s tariff threat is ‘extremely disruptive’ to stock market, says CIO. Watch the latest video at <a href=”http://video.foxbusiness.com”>video.foxbusiness.com</a> The information contained in this

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4Q25 International Value Strategy Newsletter: From Mythos to Logos: An Investor Tragedy

[…] The value investor is the person trying to understand how businesses are priced by different attributes like their capital structure, their returns on capital and the future growth and capital allocation. This is more coldly logical and analytical, but takes the same faith needed to say, “In the beginning, was the word.” We can’t know the future, but we know that Zeus didn’t do much to change the world. Plato did. We think the logos will conquer again.

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