Cole Smead

Author Archive

  • Aug 22, 2025
    "If businesses that require large capital expenditures didn’t help the greatest investor of all time, why would they help any other investor or the stock market? If it doesn’t...
  • May 30, 2025
    The investors of Smead Capital Management believe, which we count ourselves among, that energy stock valuations in the stock market have become too depressed. Mr. Market gets scared,...
  • Apr 7, 2025
    We want to ensure our investors know that we are standing side-by-side with them, as the stock market can do fairly illogical things from time to time. We’d like to discuss our...
  • Mar 28, 2025
    When you grow up with a father who worked in the brokerage business, you hear a lot of stories. The especially interesting ones are those about the investment business in the 1980s....