Smead Capital Management, Author At ValueWalk

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Housing Goes From Graham To Munger

Dear fellow investors, Q4 2021 hedge fund letters, conferences and more Ben Graham Ben Graham is ascribed as being the … Read more

Occidental Petroleum’s Wirth

Dear fellow investors, Q4 2021 hedge fund letters, conferences and more On April 12, 2019, Chevron Corporation (NYSE:CVX) and its … Read more

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A Dr. Lecter Market

Dear fellow investors, Q4 2021 hedge fund letters, conferences and more The beginning to 2022 has been dark to say … Read more

True Religion In Value

Dear fellow investors, Q3 2021 hedge fund letters, conferences and more James 1:27. Religion that is pure and undefiled before … Read more

Lessons From The King Of Capital

Dear fellow investors, We have been reading a book written by David Carey and John Morris called King of Capital. … Read more

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Pulling The Punch Bowl

Dear fellow investors, Q3 2021 hedge fund letters, conferences and more Overall common stock index performance can be a very … Read more

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Aesop’s Marathon

Dear fellow investors, Q3 2021 hedge fund letters, conferences and more Aesop: The Originator Of Investment Logic Warren Buffett and … Read more

Energy Bandwagon And Bankers

Dear fellow investors, Q3 2021 hedge fund letters, conferences and more The Energy Bandwagon In 2014, famed UK stock picker … Read more

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Blithe Stock Market Spirits

Dear fellow investors, At Smead Capital Management, we practice our discipline of picking and owning stocks which meet our eight … Read more

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Bond Market Education

Dear fellow investors, During our quarterly webcast last week (October 21, 2021), someone asked us a great question. They asked, … Read more

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The Gestalt Of The 2020’s

Dear fellow investors, Q3 2021 hedge fund letters, conferences and more The Market Psychology Is Very Troubling Today’s atmosphere is … Read more

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Incentives Pivot From Greed To Fear

Dear fellow investors, Q2 2021 hedge fund letters, conferences and more Bond Investors’ Pivot From Greed To Fear The talk … Read more

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How Bizarre

“History never repeats itself, but it rhymes!” -Mark Twain Dear fellow investors, Q2 2021 hedge fund letters, conferences and more … Read more

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The McNealy Problem

Dear fellow investors, Q2 2021 hedge fund letters, conferences and more Investors often ask our team at Smead Capital Management … Read more

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Berkshire: Pinch Hit Weschler

Dear fellow investors, Q2 2021 hedge fund letters, conferences and more Berkshire’s Biggest Mistake We have argued for years that … Read more

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