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Author: William Smead

The Smell Test

William Smead Chief Executive Officer Chief Investment Officer Printable Version   Dear Fellow Investors: In my family we have a busy household with many friends and relatives floating in and out. We stockpile...

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1983 Revisited

William Smead Chief Executive Officer Chief Investment Officer Printable Version   Dear Fellow Investors: If the year 2010 gets any more like the year 1983 in the stock market, it will be us at Smead Capital Management...

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At the Margin

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: I’ve always felt very fortunate to have received...

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The Trend is Your Friend

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: On Wall Street there are a number of old adages and...

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Running Your Offense

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Dear Fellow Investors: I’ve seen West Virginia’s Men’s Basketball team play four times in the...

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Hoarders

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast   Dear Fellow Investors: “Hoarders” is a popular TV show currently. It tells the story of people...

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The New Salt

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: As value investors and proponents of low turnover...

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Lining Up The Ducks

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: For a long-term multi-year bull market to exist in...

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Group Think Robs Investors

William Smead Chief Executive Officer Chief Investment Officer Printable VersionSubscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: Last week those of us at Smead Capital Management got...

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