By Haidi Lun & Ramy Inocencio c
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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 Reading[...] 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 Reading[...] 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 Reading 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 Reading 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 ReadingAs 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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