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 accounts ...more

ALL CONTRIBUTIONS

Tech Stock Hail Mary
We are now in a bear market rally led by the same FAANG stocks which were at the forefront of the prior bull market era.
Read
No Dating Game For Buffett
The political pressure against oil drilling and exploration makes “dating” look very attractive to us in the oil industry.
Read
Cutting Your Way To Prosperity
Can the biggest tech companies cut their way to prosperity? A look at the 4 top technology stocks.
Read
Musings From Buffett’s Letter
There were many good things to think about from Warren Buffett’s letter to shareholders which came out recently.
Read
Drilling For Oil On The NYSE
The larger oil stocks are more popular primarily because the large investment pools came hunting for oil stocks in 2021 and 2022, but only the largest of the bunch could absorb the massive capital.
Read
Happy Days Are Here Again
Stock market history argues that the next bull market in stocks will emerge when all the sinful behaviors of the last financial euphoria have been cleansed from the system.
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