by Erik Kobayashi-Solomon | Apr 13, 2018 | Research
Since Donald Trump began his harangue on retail revolutionary, Amazon (AMZN), I have been watching the stock price drop, wondering what it was worth. Long story short, Amazon is a…
by Erik Kobayashi-Solomon | Apr 11, 2018 | Research
IBM has been bouncing around between $150 / share and $155 / share for awhile now. With recent sell-offs in Tech, investors are worried, allowing for patient investors to generate…
by Erik Kobayashi-Solomon | Apr 11, 2018 | Commentary
The other day on our Framework Forums, a member wondered if Facebook had fallen far enough to be an attractive investment. With Zuck in front of Congress today, I decided…
by Erik Kobayashi-Solomon | Apr 11, 2018 | Research
Long-time Framework member, Wilson M., started a Framework Forum thread about Facebook that included his valuation estimate of $235 / share. I updated a model for Facebook and wrote a…
by Erik Kobayashi-Solomon | Apr 5, 2018 | Research
Last week, we published a valuation model for US technology consultant and outsourcing provider Accenture ACN. Over the last week, long-time Framework member and partner, Sheila Chesney, and I have…
