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Author: William Smead

Dumb Money?

William Smead Chief Executive Officer Chief Investment Officer Printable Version     Dear Fellow Investors: The folks at Smead Capital Management (SCM) are admirers of the journalists who follow our industry....

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They Come With Warts

William Smead Chief Executive Officer Chief Investment Officer Printable Version     Dear Fellow Investors: We are traveling around the US giving a talk about a template for managing equity portfolios which can be used...

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The Wizard of Oz

William Smead Chief Executive Officer Chief Investment Officer Printable Version      Dear Fellow Investors: Once upon a time there were institutional and individual investors named Dorothy. She was hit by two...

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Thinking Like an Owner

William Smead Chief Executive Officer Chief Investment Officer Printable Version      Dear Fellow Investors: At Smead Capital Management we believe that thinking like a private equity firm is a good exercise when...

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Is the “New Normal” Idiotic?

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: The largest bond mutual fund company on the planet has...

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A Bird in the Hand

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: You have to love the GEICO commercials that run on...

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