by Erik Kobayashi-Solomon | Mar 20, 2018 | Commentary
Readers in the United States may be too overwhelmed by news stories regarding porn stars, presidents, and prosecutors to recall that there is another high-stakes international drama playing out just…
by Erik Kobayashi-Solomon | Mar 9, 2018 | Commentary
Yesterday morning, Cigna CI announced that it will acquire the equity of Prescription Benefits Manager (PBM) Express Scripts ESRX for $52 billion – $54 billion in a combined cash and…
by Erik Kobayashi-Solomon | Mar 8, 2018 | Research
This morning, Cigna CI announced that it will acquire the equity of Prescription Benefits Manager (PBM) Express Scripts ESRX for $52 billion – $54 billion in a combined cash and…
by Erik Kobayashi-Solomon | Mar 8, 2018 | Research
Executive Summary The share price of US grocery giant, Kroger, is down sharply this morning on a disappointing earnings announcement. Reported Cash From Operations was negatively affected by the payment…
by Erik Kobayashi-Solomon | Mar 8, 2018 | Research
In a Framework Forum post the other day, Carey C. mentioned IBM as a possible bond replacement investment. Big Blue published its annual report for 2017 at the end of…
