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

Berkshire Hathaway: No Urgency In The Urgent Zone
To us, W. Buffett is the greatest value investor of our time. He wrote the annual letter to his Berkshire Hathaway shareholders on Feb. 22. This letter happens to coincide with some of his worst relative performance in the last year to five years.
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EC HH Ethics In Stock Picking
If ethics are going to be included in stock market analysis, there needs to be a huge movement by most ESG investors to do their research and get real about the obvious contradictions in the stock market.
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Buffett On Aesop And Cinderella
The fast-growing spread between growth and value in the last 30 days looks to us very much like the first 67 days of 2000 and the entire year of 1999.
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Beverly (Value) Hillbillies
Value investing will come back into favor in the everlasting tug of war between growth and value. It is just going to an extreme this time which presses even the most optimistic person
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Blizzard Stocks
We are very fond of buying stocks which have been the subject of a blizzard of insider buying affection and will wait patiently, as we have in the past, to see if Peter Lynch’s theory works as well today as it has before.
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Riding Winners To A Fault
How can stock pickers overcome the inherent cost advantages of the S&P 500 Index over long stretches of time when the index holds so many successful companies?
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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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