The Smead Book List - Summer 2025
A Book with Legs
Smead Capital Management
4.2 • 1.1K Ratings
🗓️ 30 June 2025
⏱️ 52 minutes
🧾️ Download transcript
Summary
In this special quarterly ‘book list’ episode of A Book with Legs, Smead Capital Management’s analyst team, including Seamus Sullivan, Nick Garcia, and Will Keenan, joins Cole Smead to discuss memorable takeaways from books they have recently read, share what they are reading now, and preview what’s next. They also offer fresh insights for investors on opportunity in homebuilders, oil prices with Israel and Iran’s 12-day war, and more.
Transcript
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| 0:00.0 | You're listening to A Book with Legs, a podcast presented by Smead Capital Management. |
| 0:08.0 | At Smead Capital Management, we advise investors who play the long game. |
| 0:12.4 | You can learn more at Smeadcap.com or by calling your financial advisor. |
| 0:22.6 | Welcome to a book with Legs podcast. |
| 0:26.4 | I'm Cole Smead, CEO and portfolio manager here at Smead Capital Management. |
| 0:31.1 | At our firm, we are readers, and we believe in the power of books to help shape, informed investors. |
| 0:32.1 | In this podcast, we speak to great authors about their writings. |
| 0:35.0 | The late great Charlie Munger prescribed using multiple mental models and analysis. We analyze their work through the lens of business, markets, and people. |
| 0:43.7 | Today's date is June 30th, 2025. This is our quarterly book list where we talk about books, |
| 0:49.5 | books, and yes, more books. Hosting this with me are three of my colleagues, |
| 0:55.3 | Seamus Sullivan, our senior analysts. Also my other two colleagues joining us is |
| 0:59.6 | Nick Garcia and Will Keenan also analyst here. It's me, capital management. Guys, thank you for |
| 1:05.0 | joining me. Great to be here, Paul. You guys ready to have some fun? Oh, we're ready. |
| 1:09.8 | All right, so as we usually do, we always start talking about what we've just recently read. |
| 1:13.6 | So, Nick, I'm going to kick it over to you. |
| 1:15.6 | What do you just get out of? |
| 1:17.6 | So I just finished two books. |
| 1:20.6 | The first one is called Quit. |
| 1:22.6 | It's by Annie Duke. |
| 1:23.6 | She's written a number of other books, the poker player. |
| 1:26.6 | She gets very good framework on how to make decisions. |
| 1:32.0 | And this book in particular is about the connotation. |
... |
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