Season 4 · Episode 415
The Smead Book List - Summer 2025
A Book with Legs · Smead Capital Management
June 30, 202551m 57s
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Show Notes
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.