Author: Smead Capital Management

Bloomberg: Cole Smead, CFA on Cenovus to Buy MEG Energy

Cenovus to Buy MEG Energy in $5 Billion Oil-Sands Deal By Robert Tuttle and Paula Sambo For more information go to www.bloomberg.com. Stocks mentioned: MEG< CVE The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment

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2Q25 U.S. Value Strategy Newsletter: We’re in Good Company

When you have a significant underperformance period, investors have a good reason for wondering if you’ve lost your investing mojo. Among respected value managers, there is nobody more respected than the Oracle of Omaha, Warren Buffett. Has he ever been doubted during his career? What were the circumstances associated with his most significant underperformance episode? Lastly, what was the outcome of his most miserable underperformance stretch? […]

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Business Insider: Bill Smead on Confidence in Buffett

  We asked Warren Buffett gurus whether his exit is what’s bringing Berkshire Hathaway’s stock down By Theron Mohamed For more information go to www.businessinsider.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized

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