By Lisa Beilfuss and Leslie Scism
Recent Missives
Stock Market Psychology
December 5, 2023
As bottom-up stop pickers and long-term investors, sentiment indicators don't rank very high on our list of important considerations. However, there are times when extremes of sentiment occur and can have an impact...
โถ Keep ReadingFox Business: Bill Smead on Bank Stocks and the Magnificent 7
December 2, 2023
Bank stocks are cheap compared to the S&P 500: Bill Smead Hosted by Charles Payne Stocks mentioned: OVV, APA, DVN For more information go to Bank stocks are … Fox Business:...
โถ Keep ReadingBloomberg: Cole Smead, CFA on the Loss of Charlie Munger
November 30, 2023
Charlie Munger, Who Helped Buffett Build Berkshire, Dies at 99 By Noah Buhayar For more information go to www.bloomberg.com. Stocks mentioned: BRK The information contained in this article represents SCM’s … Bloomberg: Cole...
โถ Keep ReadingYahoo Finance: Bill Smead on Munger’s Instilled Investment Principles
November 30, 2023
ย Charlie Munger was ‘the punk rocker of Wall Street’: Analyst By Seana Smith and Luke Carberry Mogan For more information go toย finance.yahoo.com. Stocks mentioned: BRK The information contained in … Yahoo Finance:...
โถ Keep ReadingCNBC ‘The Exchange’: Bill Smead on Charlie Munger’s Legacy
November 30, 2023
Watch CNBCโs full interview with Bill Stone and Bill Smead For more information go to www.cnbc.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s opinions, and … CNBC ‘The...
โถ Keep ReadingReuters: Bill Smead on Berkshire Succession
November 29, 2023
ย After Munger’s death, Berkshire succession comes into focus By Jonathan Stempel For more information go to reuters.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s … Reuters: Bill...
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