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#27 The Handicapper

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Manage episode 380239232 series 2973097
Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Bill Smead has been in the investing business for over 40 years and has seen multiple cycles. He has an idiosyncratic investing philosophy which seeks to buy high quality stocks when they are out of favour.

He has a concentrated portfolio of 26 stocks with 45-50% in the top 10 positions. Yet his holding period averages over 6 years. He explains why he thinks the stock market is going down over the next decade and offers his views on the stocks that will deliver great returns, focusing on demographics and out of favour sectors.

And he explains how to handicap a greyhound!

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46 episodes

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#27 The Handicapper

Behind the Balance Sheet

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Manage episode 380239232 series 2973097
Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Bill Smead has been in the investing business for over 40 years and has seen multiple cycles. He has an idiosyncratic investing philosophy which seeks to buy high quality stocks when they are out of favour.

He has a concentrated portfolio of 26 stocks with 45-50% in the top 10 positions. Yet his holding period averages over 6 years. He explains why he thinks the stock market is going down over the next decade and offers his views on the stocks that will deliver great returns, focusing on demographics and out of favour sectors.

And he explains how to handicap a greyhound!

Show Notes

  continue reading

46 episodes

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