Bill Smead

Author Archive

  • Aug 29, 2025
    In a stock market that could become difficult at some point, we feel we are at a competitive advantage to most professional participants.
  • Jun 6, 2025
    “A mania associated with electric production companies providing electricity to technology enterprises pursuing Artificial Intelligence (AI) agendas looks familiar. [...]”
  • May 23, 2025
    “Compared to most stocks, Merck is a bargain, and we are looking to take the most advantage of what we view as a major mispricing in the sector.”