Author: Smead Capital Management

David (Active Management) vs. Goliath (Passive Indexes)

Malcolm Gladwell is a fantastic writer and his new book, David and Goliath, got us thinking about his current thesis: David as a poster child for underdogs is a mistake. Gladwell contends that David had significant advantages over Goliath. In true Gladwellian form, he incorporates a myriad of disciplines to defend his thesis. And in true Smeadwellian fashion, we would like to add stock picking to the list of disciplines that strengthen Gladwell’s argument.

⟶ Keep Reading

CNBC: Bill Smead discusses end of the year markets

Will We See a Christmas Rally? Street Signs hosted by Brian Sullivan & Mandy Drury   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.

⟶ Keep Reading

Reuters: CIO, Bill Smead offers thoughts on Berkshire

Berkshire third-quarter profit up 29 percent; operating results miss By Jonathan Stempel and Luciana Lopez For more information go to www.reuters.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

⟶ Keep Reading
Scroll to Top