William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: At the annual meeting of Berkshire Hathaway in May of 2006, Warren Buffett was asked to comment on the commodity markets in the US and here is what he said: “I don’t think there’s
Watch the latest video at video.foxbusiness.com 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. The securities identified and described in this tv appearance do
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Stock market participants seem to be having a great deal of difficulty handling temporary economic weakness. This weakness is highly likely to be a combination of higher gasoline prices and the disruptions that supply
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Kairos (καιρός) is an ancient Greek word meaning the right or opportune moment (the supreme moment). The world of value investing and portfolio management includes mean reversion and patience. Speculative episodes typically go on
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. The securities identified and described in this tv appearance do not represent all of the securities
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: At Smead Capital Management we have decades of investment experience starting as early as 1980, and have read the US economic history which we didn’t live through ourselves. In a recent research piece, Barry
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: After 31 years in the investment business, I have come to the conclusion recently that we have become a nation of risk adverse people being led by a risk adverse group of financial industry
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: At a recent institutional investor conference one of the speakers was the economist and chief investment officer of a major institutional investment
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
William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients: Andy Grove was the CEO of Intel for many years and was asked what the best advice was that he’d ever been given in business. His answer was that a professor at the
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