Cole Smead | TalkMarkets | Page 3

Cole Smead

Managing Director, Smead Capital Management
Contributor's Links: Smead Capital Management
Cole is a member of the investment committee that oversees the management of the firm’s separate accounts and mutual funds. Before joining Smead Capital Management, Cole was a Financial Advisor at Wachovia Securities in Scottsdale, AZ. Cole graduated from Whitman College in 2006 with a ...more
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33 to 48 of 50 Posts
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The Fear Of Stock Market Failure
Tuesday, July 21, 2020 3:56 PM EDT
The stock market is a big place with thousands of investments that you can make as an investor. It’s a frustrating place. There is a myriad of investing disciplines that you can seek out.
In this article: LEN, NVR, CACC, BKNG, KO, MSFT
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1972 + 1974 = 2020
Tuesday, June 9, 2020 9:20 PM EDT
The oddity of today’s stock market is exactly what any God-fearing value manager should pray for. There are very few scenarios in the last 50 years that can be used to model or forecast what is currently going on.
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Searching For Peter Lynch
Tuesday, May 12, 2020 10:30 PM EDT
Late last year, there were three people that we observed as optimistic about the prospects of the oil business. These people were Warren Buffett, Sam Zell, and Peter Lynch.
In this article: BRK-B, OIL
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The Façade Of Financialized Demand
Tuesday, April 28, 2020 8:16 PM EDT
If venture capital funding and IPOs dry up, so will the façade of financialized demand. This is more transitory than investors are anticipating.
In this article: CSCO
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Betting The Long Odds
Tuesday, March 24, 2020 10:32 PM EDT
While the circumstances of today seem strange and awkward, they are in the probabilities of what we must be willing to live through as a capitalist society.
In this article: AMZN, COST, MSFT, NFLX, SPX
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Beware Lazy And Sleepy Investors
Tuesday, March 10, 2020 2:00 PM EDT
Investors have been awoken to the carnage of the last three weeks. These circumstances, while unenjoyable, maybe hiding the actual problems with today’s market.
In this article: FT, DIS, M, V, AAPL, AMZN, MSFT, SBUX, SPX, GOOGL, KO
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The Auto-matic Era Ahead: It’s Greased Lightning
Tuesday, January 28, 2020 3:59 PM EDT
There will be a positive correlation between auto purchases, miles driven and the oil demand thanks to growth in consumption that the millennials produce.
In this article: CARZ
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Newton’s Third Law In Action: ESG
Tuesday, January 7, 2020 4:10 PM EDT
Over the last 10 years, growth stocks have stomped value stocks. Watch for the equal-but-opposite reactions.
In this article: IWM, XLE, SPX, MA, V, AMZN, NFLX, META, PYPL, GOOGL
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Keynes’ General Greatness From Chapter 12
Tuesday, November 26, 2019 2:20 AM EDT
Instead of figuring out where the growth of the society will be and allocating capital appropriately, investors today are looking at the capital markets to tell us what society should do.
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The Milken Approach
Wednesday, September 25, 2019 2:30 AM EDT
Michael Milken rose to the top of Wall Street by way of the Wharton Business School with Drexel Burnham Lambert in tow. Milken’s work at Wharton was founded on the core theory that bond investors were rewarded by taking junk bond risk.
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Hotel California
Tuesday, August 6, 2019 7:56 PM EDT
As rates fall to zero in most of the world, the line that has been ringing in our mind is “You can check out any time you like, but you can never leave!”.
In this article: SPX
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Value Investing: Business As Usual
Wednesday, June 19, 2019 2:10 AM EDT
If anchoring is a powerful force in investor behavior, the anchor at the depths of our millennial beliefs is that value hasn’t worked.
In this article: SPX
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The Inevitables 2
Tuesday, June 4, 2019 7:00 PM EDT
Being one of “The Inevitables” in the minds of an investor can be a powerful belief for their perceived confidence in the company, but a damning truth as it pertains to the value received for the price they paid at the time.
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Today’s Profit Margin Distortions
Tuesday, April 23, 2019 7:55 PM EDT
Late in bull markets, there is often a pervasive excitement that arises. At that time, not all profit margins are created equal. Financial euphoria can cause distortions in industries and businesses.
In this article: MSFT, AMZN, GOOGL, DISCA, WBA
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Academia Vs. The Real World – Part 2
Wednesday, December 19, 2018 3:30 AM EDT
During the run-up to Christmas of 1969, Warren Buffett decided to close his partnership and spent that time winding down the portfolio. Despite having the most successful year ever in 1968, he didn’t want to manage the partnership any longer.
In this article: SEQUX, SPX
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Global Dominance Via Stocks, Not War
Wednesday, July 11, 2018 7:26 AM EDT
Of the ten largest companies in the S&P 500 Index, five are technology companies.
In this article: TCEHY, AFL, AMZN, META, GOOGL, AAPL, BABA
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33 to 48 of 50 Posts
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