The Sage of Omaha has very few true disciples
By Steve Johnson
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Financial Times: Smead Capital listed as one of Buffett’s “True Disciples”
Recent Missives
Been Here Before
Investors who have come to us in the last three to four years are probably wondering if we’ve been here before. By here, we mean a stretch of significant underperformance relative to our...
⟶ Keep ReadingMarketwatch.com: Bill Smead on Warren Buffet Waiting for a ‘Wild Swing’
Warren Buffett’s waiting for a ‘wild swing’ to the downside for stocks, says veteran Berkshire watcher By William Watts Stocks mentioned: BRK For more information go to www.marketwatch.com. The information […]
⟶ Keep ReadingReuters: Bill Smead on Berkshire’s Record Profit
Buffett’s Berkshire posts record profit on insurance, investments By Jonathan Stempel For more information go to reuters.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s […]
⟶ Keep ReadingNoah’s Stock Market
[...] This is truly a Noah stock market. Everything we have studied about common stocks, including "The Intelligent Investor" by Ben Graham, "A Short History of Financial Euphoria" by John Kenneth Galbraith, and...
⟶ Keep ReadingCNBC Power Lunch: Cole Smead on Growth vs. Value
Meta is too high of a risk for value, says Smead Capital CEO Cole Smead For more information go to www.cnbc.com. The information contained in this tv appearance represents […]
⟶ Keep ReadingIndex 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...
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