Smead Capital Management's Investors Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. The missives, newsletters and other communications are aimed at helping investors understand the mindset and process at Smead Capital Management.
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SCM Missive | Wayne Gretzky on Value Investing
6:07
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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SCM Missive | Short Term Pain for Long Term Gain
6:08
6:08
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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SCM Missive | Booming Commodities and an Anemic Economic Recovery
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Chief Investment Officer William SmeadBy Smead Capital Management
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SCM Missive | Good Nutrition in the New Year!
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Chief Investment Officer William SmeadBy Smead Capital Management
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SCM Missive | Dang! Dang! Not Lost in Translation
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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SCM Missive | Why Moats Take the Discretion Out of Consumer Discretionary Stocks
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
…
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Chief Investment Officer William SmeadBy Smead Capital Management
…
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Chief Investment Officer William SmeadBy Smead Capital Management
…
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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SCM Missive | Hall of Fame Companies: Making the Liquid Illiquid
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William SmeadBy Smead Capital Management
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Chief Investment Officer William Smead writes this missive explainging to investors what is being shared in the markets.By Smead Capital Management
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SCM Missive | 1982 or 2009 - Pick Your Poison
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Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.By Smead Capital Management
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SCM Missive | The Greatest Bull Market that No One Loved
6:26
6:26
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Chief Investment Officer William Smead writes this missive to explain to investors how unloved this bull market isBy Smead Capital Management
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Chief Investment Officer William Smead writes this missive to explain the continued enthusiasm for oil.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive to explain the contradiction between professional and individual investorss.By Smead Capital Management
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SCM Missive | Solving the Common Stock Mystery
5:17
5:17
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Chief Investment Officer William Smead writes this missive to present some interesting information heard in the recent weeks.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive to show some reasons why the market may need to take a breather.By Smead Capital Management
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SCM Missive | The S and P 500 Value Index Tells the Story
6:03
6:03
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6:03
Chief Investment Officer William Smead writes this missive to show the bifurcation present in the S and P 500 Index today.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive to talk about the possible myth of the disappearance of the consumer for some time to come.By Smead Capital Management
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SCM Missive | Best Performing Sectors in Bull Markets
5:35
5:35
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Chief Investment Officer William Smead writes this missive to show investors what he believes are the best opportunities in the next bull market.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive to show investors the opportunity for healthcare across the world.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive to help investors understand the reflation trade.By Smead Capital Management
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SCM Missive | The Parable of the Stock Market Sower
7:48
7:48
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Chief Investment Officer William Smead writes this missive to help investors understand the process of long-term wealth creationBy Smead Capital Management
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Chief Investment Officer William Smead writes this missive to talk about what companies the market has been placing a premium on in relation to what normally has a premium attached to it.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive to talk about what he believes the likely hood of high inflation will be.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive to bring Austin Powers into the fold of the peak oil theory.By Smead Capital Management
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Chief Investment Officer William Smead writes this missive to give them reinforcement from Jeremy Grantham of GMO.By Smead Capital Management
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