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Author: William Smead

Mini 2008

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: After the big move up in US stocks beginning in March...

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Three Articles and One Conclusion

William Smead Chief Executive Officer Chief Investment Officer Printable Version     Dear Fellow Investors: At Smead Capital Management (SCM) our contrarianism and urge to purchase stocks with low PE ratios has led us...

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What are the Odds?

William Smead Chief Executive Officer Chief Investment Officer Printable Version   Dear Fellow Investors: A number of years ago we wrote a piece about two very similar State of the Union speeches. Calvin Coolidge gave his...

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Shareholder Friendliness

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: At Smead Capital Management (SCM) we have eight...

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The Vision Thing

William Smead Chief Executive Officer Chief Investment Officer Printable Version   Dear Fellow Investors: When the first President Bush failed to get re-elected in 1992, many considered his lack of a vision or agenda for...

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God of Carnage

William Smead Chief Executive Officer Chief Investment Officer Printable Version   Dear Fellow Investors: As a reward for executing a hectic east coast business trip, we went to a play called “God of Carnage”....

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Dislodged

William Smead Chief Executive Officer Chief Investment Officer Printable Version   Dear Fellow Investors: When I was 5 years old I got a life saver stuck in my throat while grocery shopping with my parents. My Dad grabbed...

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