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Bloomberg Surveillance: Bill Smead on Charlie Munger’s Life and Legacy
Recent Missives
BNN Bloomberg: Cole Smead, CFA on Investing in Oil Stocks
Investing in Oil stocks For more information go to www.bnnbloomberg.ca. Stocks mentioned: OXY, CVE The information contained in this article represents SCM’s opinions, and should not be construed […]
⟶ Keep ReadingWhen Buffett Meets Bannister
[...] Our solution to these circumstances is running a concentrated portfolio of stocks that could be attractive to investors for reasons separate from the movement of the stock market itself. Oil and gas...
⟶ Keep ReadingMajoring in the Minor
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 ReadingWhen Smart Money is Wrong
We learned a long time ago that we wanted to know what smart professional investors were doing. It’s always better to know who is smart rather than being smart yourself. Therefore, we’ve constantly...
⟶ Keep ReadingSame as it Ever Was
[...] Our large-cap value strategy is not the "same as it ever was," but it looks very attractive relative to the stock-picking disciplines we compete against. We own a portfolio that is cheaper...
⟶ Keep ReadingMarkets Adapt to Your Style
[...] We believe the market has adapted to quality. Even the value players have adapted and most of them have attached quality to their marketing materials. The style has been adapted and we...
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