Smead runs Smead Capital Management, a registered investment advisor headquartered in Seattle, WA, founded in 2007. The company focuses on long-term ownership of common stocks that meet the firm’s eight proprietary investment criteria. The firm manages a U.S. Large Cap equity strategy in separate accounts and mutual funds for advisors, family offices and institutions.
Recent Articles By The Author
Do Activist Investors Let the Game Come to Them or Do They Run to the Game?
We've heard Warren Buffett and Charlie Munger say "Our job is to decide whether and the stock market's job is to decide when." Is that good advice for all?
12 Attractive Stocks for a Dramatically Improved U.S. Economy
The biggest change in the U.S. investment markets in the next year could be the coming rampage to buy houses by first-time homebuyers.
Aflac Needs a John Templeton to Believe in Its Shares Again
The famous contrarian investor might see light at the end of the tunnel and say it's a good time to buy.
Why the U.S. Stock Market Is on the 'Edge of Tomorrow'
Major institutional investors seem averse to U.S. large-cap stocks, so we don’t anticipate a major correction in the next year.
The Internet Is Brutally Efficient and Totally Agnostic
Investors should remove their emotion when thinking of the Internet.
The Curse of Overcapitalization Pervades the Stock Market Today
It is a significant pitfall for long-duration, common stock investors.
Expensive Technology Stocks Offer More Peril Than Promise
It's better to look at real measures of corporate performance such as free cash flow than to imagine what might be 10 years down the road.