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

Ph.D. In Used To Be
The huge P/E bifurcation in today’s stock market is a paradise for value investors like us.
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We See Dead Stocks
Financial euphoria episodes are a common occurrence in investment markets and the U.S. stock market.
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Price For Clarity
The market hates ambiguity. That’s what we’re told, and on any short-term basis, we can see the market vote accordingly.
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ClaaP Meets CRaP
Amazon recently announced that they are combing through the list of things they warehouse and sell to determine which items “can’t realize a profit” (CRaP, per the WSJ).
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Academia Vs. The Real World
The investors of the Templeton Growth Fund underperformed right out of the gate during 1955-1957. Sir John Templeton didn’t outperform the market from the Fund’s inception until 1969 arrived.
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The Tortoise Can Beat The Hare
Every time markets get range-bound, technical analysis suddenly becomes extremely popular.
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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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