Sales Desk – US   877.701.2883
Sales Desk – International   +353 1 525 9677

US INVESTORS
Non-US INVESTORS

Sales Desk – US   877.701.2883
Sales Desk – International   +353 1 525 9677

US INVESTORS
Non-US INVESTORS

CNBC: Cole Smead, CFA on Carmakers Porsche vs. VW

Porsche is now more valuable than VW: Here’s what the pros think of the carmakers

By Ganesh Rao

For more information go to www.cnbc.com.

Stocks mentioned: P911 (Porsche)

The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities identified and described in this article do not represent all of the securities purchased or recommended for our clients. It should not be assumed that investing in these securities was or will be profitable. A list of all recommendations made by Smead Capital Management with in the past twelve month period is available upon request.

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Recent Missives

Reuters: Bill Smead on New ConocoPhillips CEO

August 10, 2026

  New 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 […]

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Circle Of Competence

August 6, 2026

As 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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The Market: Cole Smead, CFA on European Bank Mergers

July 23, 2026

A Tsunami of Mergers Is Heading for European Banks By Christoph Gisiger For more information go to www.themarket.ch. Stocks mentioned: UNI, BG, BCS, RO, CVE, SCR, IMO, GLEN The information […]

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Investment Executive: Bill Smead on Magnificent Seven as a Stock Market Bubble

July 17, 2026

  Is the Magnificent Seven a stock market bubble? By Kevin Press For more information go to investmentexecutive.com. The information contained in this tv appearance represents SCM’s opinions, and should […]

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2Q26 U.S. Value Strategy Newsletter: Diversification Circa 2026

July 15, 2026

Most of the studies we've seen argue that 90% of the benefit of diversification comes by the 20th common stock. In our discipline, based on our eight criteria for common stock selection, we...

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2Q26 International Value Strategy Newsletter: Stampeding Towards the Next Problem

July 15, 2026

The world we wake up to today seems to have all the information we can dream of, but less discernment than is needed. The Iran conflict was misread with oil prices at $100...

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