Interview «A Tsunami of Mergers Is Heading for European Banks»

«A Tsunami of Mergers Is Heading for European Banks»

Cole Smead, CEO and portfolio manager at value investing boutique Smead Capital, strictly avoids AI stocks. Given the high valuations on US equities, he spots attractive opportunities in other regions, particularly among companies in the financial and energy sectors.

Christoph Gisiger22.07.2026

11 min

published 4 months ago

discovered 4 months ago

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