In this episode, we speak with Smead Capital CEO and Portfolio Manager Cole Smead. Smead Capital has built a strong long-term record using a unique approach to value investing. We take a deep dive into their approach, the key metrics they use and how they think about portfolio construction. We also talk about his favorite investing books, discuss the most important lessons he thinks investors can learn from Warren Buffett and get his take on inflation and how it impacts their process. 

We hope you enjoy the discussion. 

To answer the question mentioned in the podcast, please go to our YouTube Excess Returns channel, like the video and then obtain the question from the description below the video. 

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