Smead Capital Management

This morning, C. W. Smead, CFA, sat down for a fireside chat with Lawrence H. Summers, former Secretary of the U.S. Treasury. Their discussion at the Arizona Fund Manager Association #LIFTAZ2025 annual summit covered the current economic landscape and what the future might hold. #FearStockMarketFailure #Investing #EconomicForecast Smead Capital Management

“As you might have noticed in our recent writings and presentations, we expect the overall stock market to be a major drag for the foreseeable future.” Read the latest missive from Bill Smead, Smead Capital Management CIO and Portfolio Manager, titled “Been Here Before”: https://hubs.ly/Q03by-1B0 Sign up to get advice sent straight to your inbox: https://hubs.ly/Q03byCHq0 #FearStockMarketFailure #Investing

The latest episode of A Book with Legs is here! In this episode, Lucy Jane Santos, freelance historian, writer, and consultant, joins C. W. Smead, CFA to discuss her book, “Chain Reactions: The Hopeful History of Uranium.” Their discussion covers topics such as the history of the element, its impact on culture, its role as an energy source, and more. Listen Here: https://hubs.ly/Q038-scL0 Sign up to be notified about new episodes: https://hubs.ly/Q038-q_70 #ABookWithLegs #FearStockMarketFailure #Investing Pegasus Books

Day two of the Cognizant Classic in The Palm Beaches is well underway and our investor ambassadors Chan Kim and Rico Hoey are climbing the leaderboard! A big congrats to Rico Hoey starting out his round with an eagle on the 1st hole! Join us in cheering them on as we watch their play live on the PGA TOUR: https://hubs.ly/Q038QqSm0 #SmeadCapitalManagement #FearStockMarketFailure #PGA #PGATour

Warren Buffett is prepared for “wild swings” in stock values, says Bill Smead, Smead Capital Management CIO and Portfolio Manager, who provided MarketWatch with his interpretation of Buffett’s recent letter to investors, and why he believes investors should be building a common stock portfolio. Read the article here: https://hubs.ly/Q038c_KK0 #FearStockMarketFailure #Investing #WarrenBuffett

We would like to congratulate Chan Kim on a great four rounds of play at the Mexico Open at Vidanta in Vallarta! Smead Capital Management looks forward to cheering on our investor ambassadors at the Cognizant Classic in The Palm Beaches in a few short days! PGA TOUR #SmeadCapitalManagement #FearStockMarketFailure #PGA #PGATour

“Everything we have studied about common stocks [...] leads us to believe that we must build a common stock portfolio which will float when the multi-year bear market creates a waterfall of selling among Magnificent growth stocks and passive S&P 500 Index owners.” Read the latest missive from Bill Smead, Smead Capital Management CIO and Portfolio Manager, titled “Noah’s Stock Market”: https://hubs.ly/Q037vMcV0 Sign up to get advice sent straight to your inbox: https://hubs.ly/Q037vMCf0 #FearStockMarketFailure #Investing

The Latest Episode of A Book with Legs is here! Max Frumes, author and Global Head of Distressed and Restructuring at 9Fin, joins C. W. Smead, CFA and Conor O'Callaghan to discuss his book, “The Caesars Palace Coup: How A Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street.” In this episode, they discuss the 2015 bankruptcy brawl for Caesars Entertainment in Las Vegas, the key figures involved, and more. Listen here: https://hubs.ly/Q036Z0Bx0 Sign up to be notified about new episodes: https://hubs.ly/Q036Y_Yb0 #ABookWithLegs #SmeadCapitalManagement #FearStockMarketFailure #Investing Diversion Books

C. W. Smead, CFA, Smead Capital Management CEO and Portfolio Manager, joins MarketWatch to provide his perspective on the potential implications of Trump tariffs and why we believe investors should be buying Canadian oil producers. Watch here: https://hubs.ly/Q036RnW00 #FearStockMarketFailure #Oil #Investing

C. W. Smead, CFA, Smead Capital Management CEO and Portfolio Manager, joins CNBC’s Kelly Evans to discuss whether investors should bet on growth or value stocks, as well as investing in a Trump economy. Watch here: https://hubs.ly/Q036dT4B0 #FearStockMarketFailure #Investing