by Erik Kobayashi-Solomon | Mar 2, 2018 | Research
Holding GE over the last few months, there have been plenty of reasons not to be overjoyed when the firm makes a new announcement. Last week, the firm announced that…
by Erik Kobayashi-Solomon | Mar 1, 2018 | Research
Last weekend, two items were published that immediately jumped to the front of my reading list: Buffett’s 2017 Shareholder Letter and GE’s 2017 Annual Report. I’ve been working through the…
by Erik Kobayashi-Solomon | Feb 24, 2018 | Research
After a tough 2017 in terms of returns, several of Framework’s long-time readers are asking the sensible question “What good is Framework’s methodology?” Specifically, one member wrote in asking about…
by Erik Kobayashi-Solomon | Feb 22, 2018 | Commentary
Even people who love their Tesla cars, are planning to get Tesla solar roof panels, and who are saving up for a ride on Space-X must admit one thing: Tesla…
by Erik Kobayashi-Solomon | Feb 22, 2018 | Research
In a piece I published today, controversially titled Tesla Is Structurally Bankrupt But So Are GM and Ford, I provide a series of graphs. The workbook sitting behind these graphs…
