Bill Smead

Author Archive

  • 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.”