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The Smead Blog aims to give people better access to Smead Capital Management Quarterly Newletters, Missives, Events and Press Releases. We are Investing Inspiration everyday in the lives of individuals and institutions who do business with us.
Recent Posts Tagged With 'missives'
Smart or Wealthy
Major Market Low Points
The Longer You Are Right, the Smarter You Are
When Everybody Knows that Something is So, Nobody Knows Nothing
The Bombing of London
William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients: The darkest days in World War Two were during the bombing of London. Air raid signals would blare and folks would go underground and wait for ...
SCM Missive | November 20th, 2008
William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: Jim Collins is the author of a book that I have mentioned from time to time called “Good to Great”. He has attempted to help us understand ...
SCM Missive | November 17th, 2008
University of Washington Football Team William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: We wish the University of Washington football team was a publicly traded stock. It has a great balance sheet ...
SCM Missive | November 13th, 2008
I’m a Believer William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: What does Smead Capital Management believe and what should you believe?1. We believe that over long periods of time that great we...
SCM Missive | November 10th, 2008
Who is on the Cover? William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: Almost two years ago, the Arizona Republic did a feature story on their cover about a talented and successful residential real es...
SCM Missive | November 6th, 2008
Campaign Rhetoric William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: As we explained on Monday, this is the reverse of 1980 when Ronald Reagan got elected. The day after the 1980 election the stock mar...
SCM Missive | November 3rd, 2008
No Believers William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: The day before the 1980 Presidential Election was 28 years ago today. Ronald Reagan was ahead in the polls and the stock market had risen...
SCM Missive | October 27th, 2008
Only the Lonely can Play William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: Over the next two years all major asset classes could be re-priced as the laws of supply and demand are enforced in the m...
SCM Missive | October 22nd, 2008
William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: Many investors have been trying to strike a balance between the lousy (”gut”) feelings they have about the stock market and the advice they...
SCM Missive | October 17th, 2008
William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: I have been in the investment business 28 years and Warren Buffett has made a stock market prognostication only two prior times (near the bottom in 198...
SCM Missive | October 16th, 2008
William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: Investors are divorcing their stocks. Here is the list of reasons they seek to dissolve their relationship with America’s best companies. We are...
SCM Missive | October 14th, 2008
William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: The stock market rallied in a powerful way yesterday and is begging everyone to take a position on up or down in the near term. I’d rather help u...
SCM Missive | October 7th, 2008
From Blessed to Fail to Doomed to Succeed William Smead Chief Executive Officer Chief Investment Officer Dear Clients and Prospective Clients: Today, an owner of good quality United States based common stocks is doomed to...
SCM Missive | October 2nd, 2008
The Boy Who Cried Wolf William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: You all remember the fairy tale about the boy who “cried wolf”. He constantly reported that he’d seen a wolf....
SCM Missive | September 15th, 2008
William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: In an 11-month stretch of 1978-79, Oil nearly tripled in price to $34 per barrel, inflation and interest rates skyrocketed and the U.S. Embassy in Iran...
SCM Missive | September 12th, 2008
William SmeadChief Executive OfficerChief Investment Officer Dear Clients and Prospective Clients: I went to the Evergreen State Fair yesterday in Monroe, Washington. There were kids everywhere and an amazing number of babies among them. Last year, m...
