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Bloomberg First World Asia: Bill Smead Discusses Equity Valuations and Interest Rates
Recent Missives
When Smart Money is Wrong
We learned a long time ago that we wanted to know what smart professional investors were doing. It’s always better to know who is smart rather than being smart yourself. Therefore, we’ve constantly...
⟶ Keep ReadingSame as it Ever Was
[...] Our large-cap value strategy is not the "same as it ever was," but it looks very attractive relative to the stock-picking disciplines we compete against. We own a portfolio that is cheaper...
⟶ Keep ReadingMarkets Adapt to Your Style
[...] We believe the market has adapted to quality. Even the value players have adapted and most of them have attached quality to their marketing materials. The style has been adapted and we...
⟶ Keep ReadingReuters: Bill Smead on Target and Other Retailers
 Target raises 2024 profit forecast after price cuts boost quarterly sales By Ananya Mariam Rajesh and Siddharth Cavale For more information go to reuters.com. Stocks mentioned: TGT The information […]
⟶ Keep ReadingReuters: Cole Smead, CFA on Alimentation Couche-Tard
 Seven & i shares end lower on regulatory concerns over Couche-Tard bid By Ananya Mariam Rajesh and Juveria Tabassum For more information go to reuters.com. Stocks mentioned: ATD The […]
⟶ Keep ReadingDear Chairman
As the investors of Smead Capital Management know, we focus on the shareholder friendliness of the businesses we analyze because we believe it can differentiate their long-term returns. Warren Buffett has said, “Own...
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