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.
"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.
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."
@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:
