Tag: balance sheet

Long Bears

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: In prior missives, we at Smead Capital Management have shared with you that there is a large group of money

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The Parable of the Stock Market Sower

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: One of the most famous parables in the Bible can be found in the book of Luke, the Seventh Chapter.

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Stomach Reinforcement

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: There are two opinions we hold at Smead Capital Management which are very contrary to the conventional wisdom in the

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Surviving the Most Difficult Conditions

William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients: Jim Collins is the author of a book that I have mentioned from time to time called “Good to Great”. He has attempted to help us understand the difference between merely good

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Univesity of Washington Football Team

William Smead Chief Executive Officer Chief Investment Officer         Dear Clients and Prospective Clients:  It has a great balance sheet and massive alumni support. It has a long history of success, including numerous Rose Bowl victories and two National Championships. It has strong

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SCM Missive | October 14th, 2008

William Smead Chief Executive Officer Chief Investment Officer  Dear Clients and Prospective Clients:The stock market rallied in a powerful way yesterday and is begging everyone to take a position on up or down in the near term. I’d rather help us think straight. We own

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