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Bloomberg Businessweek Podcast: Bill Smead on Berkshire Hathaway and Charlie Munger
Recent Missives
Index Mania: On Top of the World
[...]. The great Vanguard Windsor manager John Neff used to say, “When you want to brag about a stock, you ought to sell it.” What has been happening lately in our interactions with...
⟶ Keep ReadingFinancial Times: Cole Smead, CFA on US Oil Spending
Wall Street will stymie Donald Trump’s US oil surge plan, say shale bosses By Amanda Chu and Jamie Smyth For more information go to www.ft.com. Stocks mentioned: CVE, OXY The […]
⟶ Keep ReadingBursting the Complacency Bubble
The phrase "majoring in the minor" refers to focusing excessively on trivial details while neglecting more important aspects of a situation. This analytical flaw is especially prevalent in today’s investment environment. Quarterly earnings...
⟶ Keep ReadingBarron’s: Cole Smead on Trump’s Canadian Tariff Threat
Trump’s Canadian Tariff Threat Scrambles Oil Stocks. Why Some See Opportunity. By Avi Salzman For more information go to www.barrons.com. The information contained in this article represents SCM’s opinions, and […]
⟶ Keep ReadingThe Wall Street Journal: Cole Smead, CFA on “drill, baby, drill”
How a Trump Trade War Puts Cheap Oil From Canada at Risk by David Uberti For more information go to www.wsj.com. The information contained in this article represents SCM’s opinions, […]
⟶ Keep ReadingCNBC: Cole Smead, CFA on Energy Investing in 2025
Smead Capital CEO Cole Smead on energy investing in 2025 By Kelly Evans For more information go to www.cnbc.com. Stocks mentioned: SCR, MEG, CVE, IMO The information contained in this […]
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