Smead Blog

The investment marketplace suffers from information overload. Smead Capital Management seeks to cut through the cacophony of other media resources to focus on what is important to long-term common stock ownership. This comes through our missives, quarterly newsletters and appearances in the media to provide thought leadership for our potential and current investors.

Citywire Selector: Bill Smead on Value Revival

‘Buffett unlikely to have been more scared than he was in March’ Citywire by Sam Simmons For more information go to www.citywireselector.com. Stocks mentioned: BRK.B   The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. […]

07/22/20 by

The Fear of Stock Market Failure

[…] We believe we are at the beginning chapters of a wonderful economic era globally where the consumer and economy will have slack to build upon for years. With rates this low and many stocks so cheap, it seems illogical to us that investors are so unaware that stock market failure could transpire out of today’s circumstances. The problem is that logic has nothing do with what is going on. As James Grant wrote in his 2019 book Bagehot, “Logic is as poor an argument against a boom as it is against a love affair.” […]

07/21/20 by

Business Insider: Bill Smead on Warren Buffett and Charlie Munger

Warren Buffett and Charlie Munger were ‘sidelined in fear’ during the coronavirus crash, investor Bill Smead says By Theron Mohamed For more information go to www.businessinsider.com. Stocks mentioned: BRK.B, HD, EBAY, TGT, CVX, SPG The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized investment […]

07/17/20 by

CNBC: Bill Smead on Warren Buffett’s Apple Stake

Warren Buffett reaps $40 billion from giant Apple stake since March bottom By Yun Li Stocks Mentioned: BRK.b For more information go to www.cnbc.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 […]

07/16/20 by

Bloomberg: Cole Smead, CFA on Bank Stocks and Demographics

‘What’d You Miss?’ Full Show (07/15/2020) By Caroline Hyde, Romaine Bostick & Taylor Riggs For more information go to www.bloomberg.com. Stocks mentioned: AXP, BAC, JPM, WFC 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 […]

07/15/20 by