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Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
“What we see right now is a transition period from the enormous surge in economically sensitive things to investors going back to what they should care about, which is how long is a franchise going to last, how well is the company going to do for the next 3 to 5 years,” Bill Smead told CNBC.
For a quarter of a century, the hyperscalers have been some of the most profitable and technologically innovative businesses ever created. The reason was clear: their marginal cost per additional customer was almost...
⟶ Keep ReadingAs portfolio managers, we must practice what Charlie Munger called "ignorance avoidance!" Therefore, regardless of when the mania for all things AI dies, we believe there will be a bloodbath in the S&P...
⟶ Keep ReadingOil tops US$100 per barrel Stocks mentioned: TVE.TO The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. […]
⟶ Keep ReadingIn my 45 years in the investment business, we've observed numerous peaks of excitement. In 1987, a bull market that started at a 1982 bottom below 800 on the Dow Jones Industrial Average...
⟶ Keep ReadingNew ConocoPhillips CEO inherits $7 billion cash flow pledge riding on Alaska oil project By Sheila Dang For more information go to reuters.com. The information contained in this tv […]
⟶ Keep ReadingAs many of you know, our team at Smead Capital Management has studied the thinking and investment careers of Charlie Munger and Warren Buffett. In today’s Go-Go artificial intelligence-dominated stock market, we’d like...
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