Smead Capital
2 posts
Bill Smead: Beware The Two-Headed Investment MonsterIn his latest newsletter titled – Two-Headed Investment Monster, Bill Smead discusses the two headed investment monster. Here’s an excerpt from the newsletter: We are very excit…- Smead Capital: The McNealy ProblemIn his latest paper titled – The McNealy Problem, Cole Smead at Smead Capital tests Scott McNealy’s thesis regarding the euphoria surrounding Sun Microsystems, using a modern da…