by Erik Kobayashi-Solomon | Aug 7, 2018 | Research
Each month we comb through the Dataroma.com data for candidates for our Covered Call Corner list, I realize how much information we are discarding in the process. Our search criteria…
by Erik Kobayashi-Solomon | Aug 6, 2018 | Commentary
I have had good reasons to own Oracle and to recommend Framework Investing members to buy it over the past few years. The company has a very strong franchise in…
by Erik Kobayashi-Solomon | Aug 1, 2018 | Research
Last week, I publishing an article detailing my conversations with Ken Bond, Oracle’s ORCL Senior Vice President in charge of Investor Relations. Frustratingly for both Bond and myself, we seemed…
by Erik Kobayashi-Solomon | Jul 27, 2018 | Research
As I mentioned in my article summarizing Oracle’s FY 2018 results, I have started to be concerned at the increasing level of stock compensation at Oracle ORCL. Over the last…
by Erik Kobayashi-Solomon | Jul 23, 2018 | Research
Framework Member Robert H. contacted me over the weekend asking about the Qualcomm QCOM / NXP NXPI merger. Regulatory bodies in seven countries have approved the merger. Now, only one…
