by Erik Kobayashi-Solomon | Apr 25, 2018 | Commentary
On April 11, I published a Tear Sheet (see below) to Framework members detailing an option investment in the bellwether of “Old Tech” – IBM. The company was scheduled to…
by Erik Kobayashi-Solomon | Apr 21, 2018 | Research
General Electric, a firm about which we have written extensively and in which we are invested, announced its first quarter 2018 earnings before market open today. The shares are up…
by Erik Kobayashi-Solomon | Apr 20, 2018 | Research
To go along with our QuickTake article covering IBM’s 1Q18 earnings (and looking back at our prior projections versus the company’s actual results), our most recent Tear Sheet on IBM,…
by Erik Kobayashi-Solomon | Apr 18, 2018 | Research
IBM, a firm that we follow closely and have invested in (usually with short puts and covered calls) over the past few years reported earnings for the first quarter of…
by Erik Kobayashi-Solomon | Apr 17, 2018 | Commentary
In late November, 2016, shocked and concerned by Donald Trump’s dark horse Presidential victory, we published a research report to Framework members entitled “Investment Implications of a Trump Presidency”. Five…
