The Smead Book List - Spring 2024
A Book with Legs
Smead Capital Management
4.2 • 1.1K Ratings
🗓️ 1 April 2024
⏱️ 32 minutes
🧾️ Download transcript
Summary
Interested in the Smead Capital Management book list? Listen in to hear Cole and Bill Smead list the books they have recently read, what they’re currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email your suggestions to [email protected].
Transcript
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| 0:00.0 | You're listening to A Book with Legs, a podcast presented by Smead Capital Management. |
| 0:08.8 | At Smead Capital Management, we advise investors who fear stock market failure. |
| 0:13.6 | You can learn more at Smeadcap.com or by calling your financial advisor. |
| 0:21.6 | Welcome to a book with Legs podcast. |
| 0:23.6 | I'm Cole Smead, CEO and portfolio manager here at Smead Capital Management. |
| 0:27.7 | At our firm, we are readers, and we believe in the power of books to help shape informed investors. |
| 0:33.1 | In this podcast, we speak to great authors about their writings. |
| 0:35.9 | The late great Charlie Munger prescribed using multiple mental models and analysis. We analyze their work through the lens of business, |
| 0:42.2 | markets, and people. Today's episode date is April 1st, 2024. This is our book list that we do every |
| 0:49.5 | quarter. Sitting next to me and joining me is our chairman and chief medicine officer, dad, Bill Smead. |
| 0:55.7 | Great to be here. |
| 0:56.8 | So as usual, we're going to kind of kick this episode off by, you know, talking about what we've |
| 1:01.4 | recently read. |
| 1:02.3 | And I know that your first book that you're going to talk about is probably one of the |
| 1:06.1 | screwiest individuals that walk the face of the earth today. |
| 1:10.0 | Yeah, Elon Musk. |
| 1:11.6 | People have asked me, well, what did you think after you read the book? |
| 1:14.6 | And my three thoughts are the guy is an incredible genius. |
| 1:20.6 | He's verifiably insane, right? |
| 1:24.6 | Verifiably insane. |
| 1:26.6 | And he has demons. Literally, I mean, if you ever going to analyze |
| 1:32.7 | somebody and say, this guy's got some serious demons and those were transferred to him by his dad. |
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