by Erik Kobayashi-Solomon | May 7, 2018 | Research
This morning, U.S. private equity firm Blackstone Group announced it would buy Gramercy Property Trust (GPT), a company that was introduced to us last November by Robert Ruggirello, CFA when…
by Erik Kobayashi-Solomon | May 4, 2018 | Research
Each month, we screen for attractive “bond replacement” investment candidates by looking up the reports of investments purchased by “Superinvestors” covered by the Dataroma site. Dataroma follows 64 managers that…
by Erik Kobayashi-Solomon | May 4, 2018 | Commentary
This is the final article in a case study series related to our valuation of and investment in IBM. You can find the earlier articles in the series through these…
by Erik Kobayashi-Solomon | May 4, 2018 | Commentary
This is the fourth article in a case study series related to our valuation of and investment in IBM. You can find the earlier articles in the series through these…
by Erik Kobayashi-Solomon | May 3, 2018 | Research
We took a short break from our series on Netflix to look over the numbers published by Union Pacific UNP last week after its first quarter 2018 earnings announcement. The…
