CEO, Smead Capital Management
Contributor's Links: Smead Capital Management

William is the founder of Smead Capital Management, where he oversees all activities of the firm. As Chief Investment Officer, he is the final decision-maker for all investment and portfolio decisions as well as reviewing the implementation of those decisions in the firm’s separate ... more

ALL CONTRIBUTIONS

Buffett’s Buying Oil Stocks
Buffett and Munger bought around $27 billion of shares in Occidental Petroleum and Chevron.
Read
Generals Marching Without Soldiers
In 1980, when I came into the investment business, investors were very conscious of trading ranges that had existed the prior 16 years.
Read
Energy Desperados
The campaign for “clean energy” has pushed ESG investing to the forefront of the worldwide investment markets.
Read
Buffett’s ROE Game: Coke In ’88 And OXY In ‘22
The news of Berkshire Hathaway’s purchases in Occidental Petroleum has been seismic in our minds, but to most investors, it has been but a whimper.
Read
Stock Market TAMnation
Totally Addressable Markets are at the heart of what Charlie Munger calls the biggest euphoria episode he has ever seen in his career.
Read
Molotov Stock Market Cocktail
Anyone who thinks that the oil price increase would be the cause of a recession doesn’t realize how much gasoline has been deemphasized over the last twenty years.
Read

STOCKS I FOLLOW

AFL AFLAC Incorporated
AMGN Amgen Inc.
APA APA Corporation
APC Anadarko Petroleum Corporation
AZN AstraZeneca Group plc
BAC Bank of America Corporation
CAB Cabela's Incorporated
CB Chubb Corporation
CBS CBS Corporation
CMCSA Comcast Corp. Class A Common Stock
CMG Chipotle Mexican Grill Inc.
DIA SPDR Dow Jones Industrial Average
DIS The Walt Disney Company
EBAY eBay Inc.
GCI Gannett Co. Inc.
GLCNF GLENCORE INTERNATION
GLNCY GLENCORE INTERNATION
HD Home Depot Inc.
HRB H&R Block Inc.
JPM JPMorgan Chase & Co.
KMB Kimberly-Clark Corporation
KO The Coca-Cola Company
NAVI Navient Corp.
NFLX Netflix Inc.
NVR NVR Inc.
NWSA News Corporation
PM Philip Morris International Inc.
QQQ PowerShares QQQ Trust Series 1
SCHA Schwab U.S. Small-Cap ETF
SH ProShares Short S&P500
SLM SLM Corporation
SMVLX Smead Value Fund Investor Class Shares
SPY SPDR S&P 500
SSO ProShares Ultra S&P500
TGNA TEGNA Inc
USO United States Oil Fund, LP
VV Vanguard Large-Cap ETF
WBA Walgreens Boots Alliance, Inc.
WFC Wells Fargo & Co.
Load More

TWEETS

PERSONAL BLOG

Latest Posts
Unforgettable And Uninvestable
It has been so long since value has reasserted its historical dominance that most investors have forgotten why price matters when you buy stocks.

Work Experience

Education

Publications