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smead slapped

a2z
in Fund Discussions

how does a rightwing value fund manager talk about trump, who has destroyed his stock picks in multiple sectors? easy, he talks about problems manifesting from a window exactly 2-5 years past ! (and not just because its on fox )
further, smead touts his smaller int'nl fund offsetting some underperformance with no attribution at all .

its sad, because smead used to produce thoughtful insights on both sectors and specific names, but his disconnects lose a lot of credibility.
https://smeadcap.com/tv-appearances/fox-business-bill-smead-on-tarriff-threat-disruption/

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Comments

  • DrVenture
    Never heard of him, but would never trust anyone that disconnected from present reality.
  • Observant1
    edited January 22
    SMEAD Capital Management was previously headquarted in Seattle before moving to Phoenix.
    The firm's founder, Bill Smead, was sometimes a guest on a locally-produced finance show.
    Bill Smead's thoughts and comments were often very insightful.
    The firm's original fund—Smead Value Fund—had performed extremely well until that time (>10 years ago).
    I really liked Smead Value Fund but avoided it because of the high expense ratio.
    I haven't been following the fund or the firm closely in recent years.
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