Podcasts Business Investing The Meb Faber Show Bill Smead, Smead Capital Management - Theres Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble | #290

Bill Smead, Smead Capital Management - Theres Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble | #290

Published: Feb. 24, 2021, 6 p.m.

In episode 290, we welcome our guest, Bill Smead, the Chief Investment Officer for Smead Capital Management.\xa0In today\u2019s episode, Bill explains why he believes the market is undergoing a tide change. He starts with a look back on the 2000 tech bubble and uses Cisco as an example of why it\u2019s important to separate a good business from a good stock. After talking about parts of the market he doesn\u2019t like, we move on to the parts he finds attractive, including home-builders, energy, suburban mall REITs, and financials.\xa0As we wind down, Bill touches on the antitrust case for big tech and what the investment implications may be.\xa0Please enjoy this episode with Smead Capital Management\u2019s Bill Smead.\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices