Chief Investment Officer Bill Smead is quoted in a recent Reuters column.
Recent Missives
2Q25 International Value Strategy Newsletter: Dead Investors Society
July 15, 2025
[...] Rather than study dead poets, we study history’s successful investors. We seek to learn from their style, much like you study the prose of a writer or artist. You are learning to...
⟶ Keep Reading2Q25 U.S. Value Strategy Newsletter: We’re in Good Company
July 15, 2025
When you have a significant underperformance period, investors have a good reason for wondering if you've lost your investing mojo. Among respected value managers, there is nobody more respected than the Oracle of...
⟶ Keep ReadingBusiness Insider: Bill Smead on Confidence in Buffett
July 13, 2025
We asked Warren Buffett gurus whether his exit is what’s bringing Berkshire Hathaway’s stock down By Theron Mohamed For more information go to www.businessinsider.com. The information contained in this […]
⟶ Keep ReadingLate 2021 Speculation is Back
July 10, 2025
Our long-time investors are probably wondering why we haven't made any gains over the last 18 months. First, we have no ability to predict what already popular stocks will stay or get more...
⟶ Keep ReadingBNN Bloomberg: Cole Smead, CFA on Oil, Energy and Canadian Natural Gas
July 2, 2025
LNG project has initial export capacity of 14M tons annually For more information go to www.bnnbloomberg.ca. The information contained in this article represents SCM’s opinions, and should not […]
⟶ Keep ReadingReuters: Cole Smead, CFA on the Current Market Rally
June 30, 2025
S&P 500, Nasdaq close at record highs, cap best quarter in over a year By Sabrina Valle For more information go to reuters.com. The information contained in this tv […]
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