by Erik Kobayashi-Solomon | Feb 3, 2018 | Research
We have been looking at the valuation of Rupert Murdoch’s Twenty-First Century Fox (FOX) for the past few weeks, our interest piqued because of the announced acquisition by Disney (DIS)…
by Erik Kobayashi-Solomon | Jan 31, 2018 | Research
Union Pacific announced fourth quarter earnings last week, and full-year 2017 operational metrics came in well within the range of operational measures we published in June 2017. This article reviews…
by Erik Kobayashi-Solomon | Jan 25, 2018 | Commentary
I have done a lot of writing about General Electric over the last few years, and the company’s rapid decline and fall have caught me by surprise. This surprise is…
by Erik Kobayashi-Solomon | Jan 25, 2018 | Research
Yesterday morning, both General Electric’s (GE) and Baker Hughes GE (BHGE) released fourth quarter earnings announcements and hosted conference calls. (You can find the GE presentation materials on GE’s Investor…
by Erik Kobayashi-Solomon | Jan 19, 2018 | Research
After posting the note on autonomous vehicles earlier this week, several interesting trains of thought left their stations during Office Hours. Robert H., with a background in the auto industry,…
