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Bill Smead
Author Archive
2025
2024
2023
2022
2021
2009
Jun 6, 2025
The AI Boom Reaches the Grid
“A mania associated with electric production companies providing electricity to technology enterprises pursuing Artificial Intelligence (AI) agendas looks familiar. [...]”
May 23, 2025
Just Say No To Drugs
“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.”