by Erik Kobayashi-Solomon | Jan 18, 2018 | Research
Over the holidays, I started looking at several new technology areas — one of which was autonomous vehicles — and drafted a brief note overviewing what I learned. In addition…
by Erik Kobayashi-Solomon | Jan 17, 2018 | Research
General Electric announced on Tuesday, January 16 that after reviewing assumptions regarding the firm’s legacy insurance operations, it would need to reserve more cash to pay future claims. You can…
by Erik Kobayashi-Solomon | Jan 12, 2018 | Commentary
In September of last year, I published an article to Framework Members entitled Discard CAPM – There Is a Better Way to Think About Cost of Equity. To make a…
by Erik Kobayashi-Solomon | Dec 22, 2017 | Commentary
Unsurprisingly, a lot of the stories we found interesting in our news feed this week had to do with the GOP tax bill, signed into law today. This law guarantees,…
by Erik Kobayashi-Solomon | Dec 21, 2017 | Research
Each month, we screen for attractive “bond replacement” investment candidates by looking up the reports of investments purchased by “Superinvestors” covered by the Dataroma site. Dataroma follows 64 managers that…
