Only the Lonely

10/30/2015

William Smead, Tony Scherrer and Cole Smead of Smead Capital Management explain the pervasive secular tailwind underlying many of their best ideas, why their opportunity set is so narrow, how they benefit from being based in a value-investor-scarce location, and why they see mispriced value in NVR, Gilead Sciences, Gannett and Bank of America.


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