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Smead Investor Podcast

Smead Capital Management

13y ago13y ago

매달

Smead Capital Management's Investors Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. The missives, newsletters and other communications are aimed at helping investors understand the mindset and process at Smead Capital Management.

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show series

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SCM Missive | Wayne Gretzky on Value Investing 6:07

13y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Y2QE 6:07

13y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Short Term Pain for Long Term Gain 6:08

13y ago6:08

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나중에 재생

6:08

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | True Grit 5:52

13y ago5:52

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5:52

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Booming Commodities and an Anemic Economic Recovery 6:07

13+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Good Nutrition in the New Year! 6:07

13+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Dang! Dang! Not Lost in Translation 6:07

13+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Is the "New Normal" Idiotic? 6:07

13+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | A Bird in the Hand 6:07

13+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Why Moats Take the Discretion Out of Consumer Discretionary Stocks 6:07

13+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | $10/Barrel Oil 6:07

13+ y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Financial Aids 6:07

13+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | The Best is Yet to Come 6:07

13+ y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Seller at the Bottom 6:07

13+ y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Lemmings Part 2 6:07

13+ y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Lemmings 6:07

14y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Shareholder Friendliness 6:07

14y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Mini 2008 6:07

14y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Lining Up the Ducks 6:07

14y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Group Think Robs Investors 6:07

14y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Insanity 6:07

14y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Hall of Fame Companies: Making the Liquid Illiquid 6:07

14y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Making Great Business Music 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | The Truth Will Set You Free 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Consistency 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Watershed Events 6:07

14+ y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Toll Bridges 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Reclamation or Restoration 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Vision Makes a Difference 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Quite a Contrast 6:07

14+ y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Dreamer Nothing But a Dreamer 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | Insider Buying 6:07

14+ y ago6:07

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나중에 재생

6:07

Chief Investment Officer William Smead저자 Smead Capital Management

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SCM Missive | The Stages of a Bull Market 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead writes this missive explainging to investors what is being shared in the markets.저자 Smead Capital Management

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SCM Missive | 1982 or 2009 - Pick Your Poison 6:07

14+ y ago6:07

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6:07

Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.저자 Smead Capital Management

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SCM Missive | Cult Stocks 3:54

14+ y ago3:54

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3:54

Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.저자 Smead Capital Management

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SCM Missive | The Greatest Bull Market that No One Loved 6:26

14+ y ago6:26

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6:26

Chief Investment Officer William Smead writes this missive to explain to investors how unloved this bull market is저자 Smead Capital Management

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SCM Missive | Peak Oil Mini-Me Part 2 6:23

14+ y ago6:23

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6:23

Chief Investment Officer William Smead writes this missive to explain the continued enthusiasm for oil.저자 Smead Capital Management

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SCM Missive | Bi-Polar Sentiment Readings 5:23

14+ y ago5:23

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5:23

Chief Investment Officer William Smead writes this missive to explain the contradiction between professional and individual investorss.저자 Smead Capital Management

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SCM Missive | Solving the Common Stock Mystery 5:17

14+ y ago5:17

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5:17

Chief Investment Officer William Smead writes this missive to present some interesting information heard in the recent weeks.저자 Smead Capital Management

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SCM Missive | The Correction that Refreshes 4:44

14+ y ago4:44

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4:44

Chief Investment Officer William Smead writes this missive to show some reasons why the market may need to take a breather.저자 Smead Capital Management

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SCM Missive | The S and P 500 Value Index Tells the Story 6:03

14+ y ago6:03

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6:03

Chief Investment Officer William Smead writes this missive to show the bifurcation present in the S and P 500 Index today.저자 Smead Capital Management

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SCM Missive | Mythical Argument 6:03

14+ y ago6:03

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6:03

Chief Investment Officer William Smead writes this missive to talk about the possible myth of the disappearance of the consumer for some time to come.저자 Smead Capital Management

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SCM Missive | Best Performing Sectors in Bull Markets 5:35

15y ago5:35

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5:35

Chief Investment Officer William Smead writes this missive to show investors what he believes are the best opportunities in the next bull market.저자 Smead Capital Management

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SCM Missive | Playing Emerging Markets 4:38

15y ago4:38

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4:38

Chief Investment Officer William Smead writes this missive to show investors the opportunity for healthcare across the world.저자 Smead Capital Management

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SCM Missive | Long Bears 5:25

15y ago5:25

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5:25

Chief Investment Officer William Smead writes this missive to help investors understand the reflation trade.저자 Smead Capital Management

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SCM Missive | The Parable of the Stock Market Sower 7:48

15y ago7:48

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7:48

Chief Investment Officer William Smead writes this missive to help investors understand the process of long-term wealth creation저자 Smead Capital Management

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SCM Missive | The Wrong Premiums 4:25

15y ago4:25

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4:25

Chief Investment Officer William Smead writes this missive to talk about what companies the market has been placing a premium on in relation to what normally has a premium attached to it.저자 Smead Capital Management

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SCM Missive | Monopoly Money 6:16

15y ago6:16

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6:16

Chief Investment Officer William Smead writes this missive to talk about what he believes the likely hood of high inflation will be.저자 Smead Capital Management

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SCM Missive | Peak Oil Mini-Me 6:16

15y ago6:16

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6:16

Chief Investment Officer William Smead writes this missive to bring Austin Powers into the fold of the peak oil theory.저자 Smead Capital Management

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SCM Missive | Stomach Reinforcement 6:55

15y ago6:55

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6:55

Chief Investment Officer William Smead writes this missive to give them reinforcement from Jeremy Grantham of GMO.저자 Smead Capital Management

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