Your philosophy matters. Helping asset managers and financial service firms tell their story through the media.
Seattle, WA
Joined November 2015
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Life in the fast lane; @BYDCompany with big plans for European expansion.
See the latest article in @FinancialTimes to see what @Cole_Smead of @SmeadCap had to say on the matter.
@KangHexin
@Petercampbell1
ft.com/content/5c630ab7-0270…
More on what @Cole_Smead of @SmeadCap has to say about Porsche stock pop and VW drop in @barronsonline latest article below by @DowJonesAl.
barrons.com/articles/porsche…
“That’s what we’re really interested in, is what book multiple are we paying for this great brand.”
@Cole_Smead of @SmeadCap discusses Porsche AG and shares predictions with @Steve_Sedgwick and @GeoffCutmore in @CNBCnow latest segment below.
cnbc.com/video/2022/09/29/sm…
"Oxy is killing it in growing book value per share."
@Cole_Smead of @SmeadCap talks about @WeAreOxy growth in @barronsonline recent article by Andrew Bary titled, Occidental's Earnings Probably Pleased Its Biggest Owner, Warren Buffet's Berkshire Hathaway.
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"You don't quite see the impact on the ground yet, outside of housing."
Abhay Deshpande of Centerstone Investors joined @timsteno and @KritiGuptaNews on @BloombergRadio to discuss where we are in the market cycle.
@Bloomberg
See below for more.
bloomberg.com/news/audio/202…
"The commodity space, especially #oil, is likely to be a leader."
Bill Smead of @SmeadCap joined @ChuckJaffe on @MoneyLifeShow latest episode to discuss what value means to him and how it's created.
moneylifeshow.com/
See the link below for more.
moneylifeshow.libsyn.com/all…
“There’s money sitting outside of book value out there.”
@Cole_Smead of @SmeadCap shares his thoughts in @globeandmail latest article by @brentcjang and @willis_andrew titled, West Fraser Timber shares roiled after takeover speculation.
"We're proud to kick off a long-term partnership with Schonfeld."
Jefferson Mitchell of Paragon Data Labs talks about joining hands with Schonfeld Strategic Partners Fund LLC in @HedgeWeek latest article, Schonfeld Strategic Advisors joins Paragon Data Labs platform.
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Congratulations to Jefferson Mitchell and Joshua Litwack!
See the link below for more.
hedgeweek.com/2022/07/19/316…
"The fear of recession might make the timing right for someone to bid for one of Canada's biggest lumber companies."
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@Cole_Smead of @SmeadCap weighs in on West Fraser Timber Co. mentioning it has yet to receive a proposal regarding a takeover bid in @Bloomberg latest article by @jenskerritt titled, West Fraser Pushes Back at Report of CVC-Kronospan Takeover Bid.
bloomberg.com/news/articles/…
LyceusGroup retweeted
Highlight: “Basically, you’re selling your future earning potential," Nuntiux Founder Oz Waknin says about his company, "and by this you are commoditizing on your future abilities." Full interview:
