financialeuphoria
Dear fellow investors, At Smead Capital Management, we practice our discipline of picking and owning stocks which meet our eight criteria in both favorable and unfavorable environments. The current “blithe spirits” were brought to mind in a movie of the same name. The main character, a novel writer, is visited by his dead ex-wife, played brilliantly by actress, Leslie Mann. At first, she charms her widowed and re-married husband, but then she haunts him and his new wife, leading to their ultimate death. Q3 2021 hedge fund letters, conferences and more This is exactly how bull markets work. The...
ValueWalk
*Space: the final frontier* *These are the voyages of the star ship Enterprise* *It’s five year mission:* *To explore strange new worlds* *To seek out new life and new civilization* To boldly go where no man has gone before![1] Q1 2021 hedge fund letters, conferences and more Exploring Strange New WorldsNow that the leaders of the most popular tech companies are going into outer space, we thought it appropriate to consider the return implications of this urge to “explore strange new worlds.” We believe the investor’s enemy is stock market failure. Stock market failure is a function of financia...
ValueWalk
ValueWalk
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