by Erik Kobayashi-Solomon | May 24, 2018 | Research
John Flannery, GE’s Chairman and CEO, presented at the Electronic Products Group conference in Florida yesterday, and the market did not like what he had to say. GE’s stock price…
by Erik Kobayashi-Solomon | May 22, 2018 | Commentary
In our Framework Investing Office Hour sessions last week, we had several good discussions – one on autonomous vehicles, the other about our recent research and articles on Netflix. One…
by Erik Kobayashi-Solomon | May 21, 2018 | Research
After rumors over the weekend that GE would merge its Transportation business with the company Wabtec WAB, this morning the GE issued a press release confirming the transaction. Wabtec executives…
by Erik Kobayashi-Solomon | May 18, 2018 | Commentary
A great advantage of having a robust framework to assess investments is that it is easy to figure out where the risk in a particular idea is. Our recent members-only…
by Erik Kobayashi-Solomon | May 18, 2018 | Research
I frequently like to say that the scientific method can and should be applied to investing. I have started thinking that my bearish investment in the largest railroad in the…
