by Erik Kobayashi-Solomon | Jul 20, 2018 | Commentary
The option investment we originally published to our Framework Investing members on April 11 of this year and detailed in a series of case study articles is expiring today! When…
by Erik Kobayashi-Solomon | Jul 19, 2018 | Research
Before the market opened this morning (Thursday, 19 July), IBM — a company that I have invested in and written about extensively over the past few years — released its…
by Erik Kobayashi-Solomon | Jul 6, 2018 | Commentary
Framework Investing subscribers know that I have plenty of egg on my face from my statements about GE: I did not think the firm would need to cut its dividend.…
by Erik Kobayashi-Solomon | Jul 2, 2018 | Commentary
In late April, we began a case study series investigating how one might use options to express a bullish investment opinion in IBM. This case study was based on a…
by Erik Kobayashi-Solomon | Jun 22, 2018 | Research
Oracle ORCL — a company we have followed for several years and made good returns in through sensible structuring — reported fourth quarter and full fiscal year results after market…
