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Value Investing and Lifelong Learning with Cole Smead

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Manage episode 352924059 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau 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.

In this episode, we speak with Smead Capital CEO and Portfolio Manager Cole Smead. Smead Capital has built a strong long-term record using a unique approach to value investing. We take a deep dive into their approach, the key metrics they use and how they think about portfolio construction. We also talk about his favorite investing books, discuss the most important lessons he thinks investors can learn from Warren Buffett and get his take on inflation and how it impacts their process.

We hope you enjoy the discussion.

To answer the question mentioned in the podcast, please go to our YouTube Excess Returns channel, like the video and then obtain the question from the description below the video.

SEE LATEST EPISODES

https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

FOLLOW OUR BLOG

https://blog.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FOLLOW JACK

Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

  continue reading

269 episodes

Artwork
iconShare
 
Manage episode 352924059 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau 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.

In this episode, we speak with Smead Capital CEO and Portfolio Manager Cole Smead. Smead Capital has built a strong long-term record using a unique approach to value investing. We take a deep dive into their approach, the key metrics they use and how they think about portfolio construction. We also talk about his favorite investing books, discuss the most important lessons he thinks investors can learn from Warren Buffett and get his take on inflation and how it impacts their process.

We hope you enjoy the discussion.

To answer the question mentioned in the podcast, please go to our YouTube Excess Returns channel, like the video and then obtain the question from the description below the video.

SEE LATEST EPISODES

https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

FOLLOW OUR BLOG

https://blog.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FOLLOW JACK

Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

  continue reading

269 episodes

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