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Sales Desk – UK +44 (0)20.8819.6490
Recent Missives
Just Say No to Drugs
[...] Thanks to pressure from the new Trump administration, the pharmaceutical stocks look somewhat as deeply out of favor relative to the S&P 500 Index as they were in 1994. For political reasons,...
⟶ Keep ReadingBloomberg: Bill Smead on Target’s Current Leadership
Target CEO Under Pressure as Boycott, Tariffs Hit Sales By Jaewon Kang For more information go to www.bloomberg.com. Stock mentioned: TGT The information contained in this article represents SCM’s opinions, […]
⟶ Keep ReadingThank You Warren Buffett
[...] 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...
⟶ Keep ReadingThe New York Times: Bill Smead on Berkshire’s End of an Era
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 […]
⟶ Keep ReadingBloomberg: Cole Smead, CFA on the Berkshire’s Transition to Abel
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 […]
⟶ Keep ReadingReuters: Cole Smead, CFA on Berkshire’s End of an Era
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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