Tag: strong moat

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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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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