Author: Smead Capital Management

Bloomberg Daybreak Americas: Bill Smead on Equity Headwinds

Wren, Smead on Multiple Headwinds to Equities By Jonathan Ferro, Anna Edwards and Alex Steel 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

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Yahoo Finance: Bill Smead on the Grocery Graveyard

Smead: Amazon/Whole Foods grocery delivery is “a graveyard” Stocks mentioned: AMZN 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 no guarantee of future results. The securities identified and described

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The New York Times: Bill Smead on Market Outlook

Feel Good About the Markets? Maybe You Shouldn’t Read This By James B. Stewart   For more information go to www.nytimes.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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CNBC Closing Bell: Bill Smead on Trade-War Fears

Big bank cash returns just beginning, experts say Hosted by Kelly Evans and Mike Santoli For more information go to www.cnbc.com. Article by Michelle Fox. Stocks mentioned: AMEX, BAC, MS, GS, C, WFC, JPM The information contained in this tv appearance represents SCM’s opinions, and

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CNBC Closing Bell: Cole Smead, CFA on Avoiding Excitement

Dow snaps 5-day losing streak Hosted by Kelly Evans and Mike Santoli 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 no guarantee of future results. The securities identified and

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Bloomberg Daybreak Australia: Cole Smead, CFA on US Banks

U.S. Banks Pass Initial Stress Test By Haidi Lun & Ramy Inocencio c For more information go to www.bloomberg.com. Stocks Mentioned: AXP The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is

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The General Theory of Reverse Float

During the most-recent Berkshire Hathaway Shareholder Meeting, Warren Buffett and Charlie Munger re-iterated a point during the question and answer portion that has stuck with us. We feel compelled to share what we learned.

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The Only Game in Town

At the end of my freshman year in college (1977), my brother-in-law’s twin brother called me to ask if I wanted to go to the sixth game of the NBA Finals in Portland. I was a huge Trailblazer fan and was thrilled to sit in the top row of Memorial Coliseum, which held 12,665 fans. Not only was it an unbelievable experience for a lifelong fan (the Blazer’s won), but it was even more powerful because professional basketball was “the only game in town.” No other major professional sport (football, basketball, baseball) existed in Portland in 1977 and there is only one in town today.

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