Bloomberg Radio: Bill Smead on the Markets

Bill Smead on the Markets (Radio)

Hosted by Rishaad Salamat and Doug Krizner For more information go to www.bloomberg.com.
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

The McNealy Problem

14 Sep 2021

[...] The last thing the cynic is thinking with the McNealy problem is that we are using the past as a guide with Microsoft and Cognizant Technologies (the past) to look at DocuSign...

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CNBC: Bill Smead on Weschler and Berkshire Hathaway

11 Sep 2021

Buffett’s stock-picking lieutenant has a proven track record, but his hands are tied at Berkshire By Yun Li For more information go to www.cnbc.com. The information contained in this article … CNBC: Bill...

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Berkshire: Pinch Hit Weschler

07 Sep 2021

We have argued for years that the biggest mistake being made by Berkshire Hathaway was not giving shareholders access to the thoughts and investment discipline of their two talented stock pickers, Ted Weschler...

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Housing: Driver of Average Wealth

31 Aug 2021

[...] As I’ve often quoted in our conversations with investors lately, Buffett said in the 1998 Berkshire Hathaway Shareholder Meeting that to beat Bobby Fisher you have to play him in any game...

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Cheddar: Cole Smead, CFA on Housing, Demographics and Investor Confidence

25 Aug 2021

      Host: Alicia Nieves For more information go to www.cheddar.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment … Cheddar: Cole...

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COVID-19: Summer 2020 versus Summer 2021

24 Aug 2021

In the summer of 2020, we didn’t know quite a few things about how Americans would react when they got their social and entertainment choices back. We didn’t have vaccines yet and the...

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