Author: Smead Capital Management

The Deal: CIO Bill Smead quoted on Caterpillar-Bucyrus Deal

The big dig by Lou Whiteman For more information go to www.thedeal.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 guarantee of future results. The securities identified and described

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Monopoly Money Part II

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: In June of 2009, in a piece called Monopoly Money we argued that increasing the amount of money held in the bank of a Monopoly game will not affect the game unless the players

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Swallowing the Myth

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: When I was in college we had an “Around the World” party at my fraternity. Each of us decorated our bedrooms as a place around the world and served an alcoholic beverage from that

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CNBC: CIO Bill Smead on Squawk on the Street (11/3/2010)

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 in this tv appearance do not represent all of the securities

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Dumb Money?

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: The folks at Smead Capital Management (SCM) are admirers of the journalists who follow our industry. We’d like to expand on a piece written by Kelly Evans titled “‘Dumb Money’ Returns to Stocks”. The

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The Wizard of Oz

William Smead Chief Executive Officer Chief Investment Officer Printable Version      Dear Fellow Investors: Once upon a time there were institutional and individual investors named Dorothy. She was hit by two financial tornados and knocked unconscious. These tornados fell on the Wicked Witch of

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Barron’s: CIO Bill Smead quoted on eBay

Return of the LBO by Andrew Bary For more information go to www.barrons.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 guarantee of future results. The securities identified and

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Is the “New Normal” Idiotic?

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: The largest bond mutual fund company on the planet has built its entire thesis around what they call the “New Normal”. It

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CNBC: Bill Smead on Squawk on the Street (10/5/2010)

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 in this tv appearance do not represent all of the securities

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