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 ... more

ALL CONTRIBUTIONS

No Doubt Investors
In the depths of the lockdowns in March and April, we were together at home, day after day. The U.S. Federal Reserve Board pumped large amounts of liquidity into our economic system.
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Energy Bandwagon And Bankers
Investors used to pay $60-$80 per share for Occidental at today’s spot WTI price and this was prior to them owning Anadarko Petroleum. This acquisition gave them 30% more production.
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Incentives Pivot From Greed To Fear
The talk of inflation today looks much like housing did in 2007.
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Housing: Driver Of Average Wealth
While certain investors had taken a practical approach to housing, some have voiced objections around the price movement we’ve seen in housing since the lockdowns ended in the spring of 2020.
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Quail Pricing In Oil Assets
Oil is only 2.45% of the S&P 500.
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Only The Hodlvolk Survives
The market moved aggressively against the Hodlvolk investors from time to time. None of these drawdowns were enjoyable and they all made investors think twice about the value discipline they were practicing.
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STOCKS I FOLLOW

AAPL Apple Inc.
AMZN Amazon.com Inc.
FB Meta Platforms, Inc. (Formerly Facebook)
GOOGL Google (A shares)
NFLX Netflix Inc.
TSLA Tesla Motors Inc.

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Managing Director
Smead Capital Management
July 2007 - Present (14 years 9 months)
Board Member
Wallingford Boys and Girls Club
May 2009 - March 2012 (2 years 11 months)
Financial Advisor
Wachovia Securities
August 2006 - July 2007 (1 year)

Education

Whitman College
BA
2002 / 2006
History & Economics Activities and Societies: Sigma Chi, Collegiate Baseball.
George Fox University
2002 / 2002

Publications