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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: weatherman   😊 😞
Number: of 15056 
Subject: Re: Smead Capital Mangement
Date: 06/13/2024 9:52 AM
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No. of Recommendations: 2
wally is an antiquated active manager that hasnt realized the fate of funds with his track record sporting 1-2% expense ratios.
i also cannot remember a single outsized move he has made differentiated from BH and its related holdings. (maybe charter at one time?)

this sounds harsh, but its coming from someone that actually enjoys the very rare times he expounds on single names and sectors.
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