Smead Capital Management

@SmeadCap

We advise investors who play the long game. To find out more, listen to our podcast, A Book with Legs, or visit our website to read our advice.

Phoenix, AZ

Joined February 2009

119Following

3KFollowers

Smead Capital Management@SmeadCap · Jul 23

Bill Smead, @SmeadCap Chairman and CIO, joins @CNBC's @KellyCNBC to share his perspective on current market conditions, explaining that stocks have hit a “line of death” similar to the dot-com bubble. Watch here: hubs.ly/Q03yBPb70 #PlayTheLongGame #Investing #Stocks

SmeadCap's tweet card. Bill Smead, Smead Capital Management CiO, joins 'The Exchange' to discuss markets, his bullish case for homebuilders and why he sold some Berkshire Hathaway.

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Smead Capital Management@SmeadCap · Jul 21

The latest episode of A Book with Legs is here! In this episode, @Cole_Smead sits down with @business Editor @dumav to discuss his book, “Meltdown: Greed, Scandal, and the Collapse of Credit Suisse.” The two explore the founding of Credit Suisse and its morally questionable…

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Smead Capital Management@SmeadCap · Jul 19

Investor Ambassador @RicoHoey is the 36-hole leader at the @CudaChamp! The investors of @SmeadCap are excited for the weekend at @TahoeMountainC. Read more: hubs.ly/Q03xYRyN0 #PlayTheLongGame #PGATOUR @PGATour #CudaChamp

SmeadCap's tweet card. Rico Hoey of the Philippines rolled in seven birdies on his way to nabbing a one-point lead at the Barracuda Championship on Friday at Tahoe Mountain Club in Truckee, Calif....

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Smead Capital Management@SmeadCap · Jul 15

“We study history’s successful investors. We seek to learn from their style, much like you study the prose of a writer or artist." Read the 2Q 2025 Smead International Value newsletter titled, “Dead Investors Society”: hubs.ly/Q03xh0FY0 #PlayTheLongGame #Investing

SmeadCap's tweet card. The investors of Smead Capital Management see these oil companies as wonderful companies that produce low to mid-teens return on investment capital (ROIC) and trade for total invested capital or...

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Smead Capital Management@SmeadCap · Jul 15

“We own and are greedy with home builders, pharma/biotech stocks and a variety of wonderful companies that have been neglected." Read the 2Q 2025 Smead US Value newsletter titled, “We’re in Good Company”: hubs.ly/Q03xgz390 #PlayTheLongGame #Investing

SmeadCap's tweet card. [...] we are very positive about our portfolio, especially on how we believe it will perform versus the S&P 500 Index.

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Smead Capital Management@SmeadCap · Jul 14

Chairman and CIO at @SmeadCap, Bill Smead, shares his expectations for Berkshire Hathaway once Warren Buffett fully retires with @BusinessInsider's @Theron_Mohamed. Read here: hubs.ly/Q03x5t790 #PlayTheLongGame #WarrenBuffett #Investing #BerkshireHathaway

SmeadCap's tweet card. It might not be Warren Buffett's fault that Berkshire Hathaway stock is down 11% since he revealed he's stepping down as CEO in December.

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Smead Capital Management@SmeadCap · Jul 10

Investor Ambassador @C_Kim_Golf leads after Round 1 at the @ISCOChamp! Chan delivered an outstanding 9-under-par 61, including by an eagle on Hole 4, to secure first place heading into Round 2. The investors of @smeadcap can't wait to see what the rest of the tournament brings!…

SmeadCap's tweet image. Investor Ambassador @C_Kim_Golf leads after Round 1 at the @ISCOChamp! Chan delivered an outstanding 9-under-par 61, including by an eagle on Hole 4, to secure first place heading into Round 2. The investors of @smeadcap can't wait to see what the rest of the tournament brings!…

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Smead Capital Management@SmeadCap · Jul 7

The latest episode of A Book with Legs is here! In this episode, @Cole_Smead sits down with @steveclapham, founder of the London-based investment research and training consultancy Behind the Balance Sheet, to discuss his book “The Smart Money Method: How to Pick Stocks Like a…

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