William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: In my family, we have a busy household with many friends and relatives floating in and out. We stockpile non-refrigerated foods in a large pantry and many times we don’t get these items opened
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: If the year 2010 gets any more like the year 1983 in the stock market, it will be us at Smead Capital Management saying “It’s déjà vu all over again,” not Yogi Berra. First,
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: I’ve always felt very fortunate to have received a solid education at Whitman College in Walla Walla, WA. In Micro- and Macroeconomics,
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Dear Fellow Investors: “Hoarders” is a popular TV show currently. It tells the story of people who buy and collect things and virtually never throw anything away. As we look out to
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Dear Fellow Investors: Morningstar did some neat fund flow analysis recently which was picked up by a column written by Mark Hulbert on MarketWatch called, “Active vs. Passive”. In it he described
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: As value investors and proponents of low turnover portfolios, we at Smead Capital Management are concerned about becoming New Age Visionaries. Fortunately,
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: For a long-term multi-year bull market to exist in stocks in the US, a number of things need to fall into place.
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: Barron’s ran an article by Tom Sullivan in the January 9, 2010 edition which focuses on a myth which has been perpetrated
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: Thanksgiving break I read a book by Professor Thomas Sowell titled “A Conflict of Visions”. He explains that most of the political
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: On November 13th, CNBC writer Jeff Cox shared the findings of a recent survey of major institutional investors put out by Bank
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