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Sales Desk – US   877.701.2883
Sales Desk – UK   +44 (0)20.8819.6490
US INVESTORS
Non-US INVESTORS

CNBC Asia Street Signs: Cole Smead, CFA on Narrowing Market Segments

The US earnings season has been ‘quite interesting’: Portfolio…

Hosted by Oriel Morrison

 

For more information go to www.cnbc.com.

Stocks Mentioned: JPM, BAC, IBM, NFLX, GS

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 purchased or recommended for our clients. It should not be assumed that investing in these securities was or will be profitable. A list of all recommendations made by Smead Capital Management with in the past twelve month period is available upon request.

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Recent Missives

Thank You Warren Buffett

May 5, 2025

[...] We love and admire Buffett and Munger. I've always said, "I'd rather know who is smart than to be smart!" We will miss his regular communication, but we believe 40 years of...

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The New York Times: Bill Smead on Berkshire’s End of an Era

May 4, 2025

  How Warren Buffett Changed the Way Investors Think of Investing By Michael J. de la Merced, Maureen Farrell and Lauren Hirsch   For more information go to www.nytimes.com. The […]

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Bloomberg: Cole Smead, CFA on the Berkshire’s Transition to Abel

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Buffett Hands Successor a Giant Cash Pile and Many Questions By Alexandre Rajbhandari For more information go to www.bloomberg.com. Stock mentioned: BRK The information contained in this article represents SCM’s […]

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Reuters: Cole Smead, CFA on Berkshire’s End of an Era

May 4, 2025

  Buffett to step down as Berkshire CEO after 60 years at helm, passes baton to Abel By Jonathan Stempel and Suzanne McGee For more information go to reuters.com. Stocks […]

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PBS News: Cole Smead, CFA on the Outlook After Warren Buffett Steps Down

May 3, 2025

Warren Buffett makes surprise announcement that he plans to retire at the end of the year By Josh Funk For more information go to www.pbs.org. The information contained in this […]

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CNBC: Bill Smead on Warren Buffett’s Plan to Step Down

May 3, 2025

Berkshire shareholders are ‘stunned’ as Warren Buffett announces plan to step down after 6 decades By Alex Harring and Yun Li For more information go to www.cnbc.com. The information contained […]

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