Listen Top Shows Blog

#27 The Handicapper

#27 The Handicapper

Update: 2023-10-19

Share

Description

Bill Smead has been in the investing business for over 40 years and has seen multiple cycles. He has an idiosyncratic investing philosophy which seeks to buy high quality stocks when they are out of favour.

He has a concentrated portfolio of 26 stocks with 45-50% in the top 10 positions. Yet his holding period averages over 6 years. He explains why he thinks the stock market is going down over the next decade and offers his views on the stocks that will deliver great returns, focusing on demographics and out of favour sectors.

And he explains how to handicap a greyhound!

Comments

In Channel

E3 Carine Smith Ihenacho of Norges Bank IM

E3 Carine Smith Ihenacho of Norges Bank IM

2024-05-2648:12

E2 Barry Norris explains why offshore wind economics are unsustainable.

E2 Barry Norris explains why offshore wind economics are unsustainable.

2024-04-0257:14

E1 Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition

E1 Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition

2024-03-0153:22

#36 The Runner

#36 The Runner

2024-06-2001:18:25

#35 The 100 Bagger Hunter

#35 The 100 Bagger Hunter

2024-05-1657:33

#34 The Letter Reader

#34 The Letter Reader

2024-05-0201:03:48

#33 The Stoic

#33 The Stoic

2024-04-1852:07

#32 The “Do-Gooder”

#32 The “Do-Gooder”

2024-03-2158:41

#31 The Justice Warrior

#31 The Justice Warrior

2024-02-1501:05:29

#30 The Japanophile

#30 The Japanophile

2024-01-1801:34:23

#29 The Plumber

#29 The Plumber

2023-12-1401:20:41

#28 The Continuous Learner

#28 The Continuous Learner

2023-11-1601:08:51

#27 The Handicapper

#27 The Handicapper

2023-10-1901:08:55

#25 The Celebrity Investor

#25 The Celebrity Investor

2023-08-1701:34:27

#24 The Family Office CIO

#24 The Family Office CIO

2023-07-2001:04:46

#23B The Best Selling Author Part 2

#23B The Best Selling Author Part 2

2023-06-1544:16

#23A The Best Selling Author Part 1

#23A The Best Selling Author Part 1

2023-05-1845:26

#22 The Octogenarian

#22 The Octogenarian

2023-04-2054:32

#21 The Economist

#21 The Economist

2023-04-1958:53

#20 The Data Scientist

#20 The Data Scientist

2023-04-1950:30

00:00

00:00

x

#27 The Handicapper

#27 The Handicapper

Stephen Clapham, Behind the Balance Sheet