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

Seeing The Baseline
It is more important than ever to maintain a long duration view in today’s markets. When the noise becomes deafening, you need discipline in order to hear the signal.
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Battle Royal Markets
Over the last ten years, we’ve seen the rise of the Battle Royal markets and the shift away from one-on-one investing. The opposite of an industry with a moat is a battle royal.
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Maverick Risk
A look at a few of the maverick risks among our holdings which appear especially attractive to us at current prices.
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Money Goes Where Treated Best
We believe that millennials will move to where their money get treated the best. We also believe that many of today’s best investment opportunities are tied to their comfort with mobility and their willingness to move around the country.
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Munger And Icahn Make Oil Investing “Easy”
When you listen to Munger talk about stocks, what you hear is a call for great patience to wait for what he calls “easy ideas” to invest in.
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EC A Wizard's Spell
Casting spells remains well represented in the Federal Reserve Board’s toolbox and the market appears spellbound by it.
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STOCKS I FOLLOW

AFL AFLAC Incorporated
AMGN Amgen Inc.
APA Apache 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.
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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.

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