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

Engulf And Devour
What most investors don’t understand is that in the process of delivering almost anything online and creating the technology platform needed to support their own audacious efforts, Amazon stumbled on a massive excess of unused computing capacity.
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Repeating Discovery’s History
On May the 17th of 2021, Discovery announced a merger with the media assets of AT&T. After an initial burst of enthusiasm, investors have turned sour on the deal.
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Buffett: No Fish In The Barrel
Trust Buffett and Munger, there will be torture in the stock market from the current euphoria episode.
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Star Trek Stock Market
Each financial euphoria episode is designed “to explore strange new worlds”.
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Dumb And Dumber III
One of the worst things a market can do to you is reward you for bad behavior and that has happened way more than normal.
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Stock Investments In An Antitrust Era
Lina Khan is being appointed to the Federal Trade Commission by President Biden’s administration.
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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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