by Erik Kobayashi-Solomon | Dec 21, 2017 | Knowledge Base
A hedge fund manager friend passed along an article written by a Harvard Behavioral Finance professor — Richard Zeckhauser — that deals with making decisions in cases that are unknown…
by Erik Kobayashi-Solomon | Dec 21, 2017 | Research
In our recent series re-analyzing Union Pacific’s valuation, we included a brief section discussing taxation but deferred making a final analysis until the tax reform bill was finalized. Now that…
by Erik Kobayashi-Solomon | Dec 15, 2017 | Commentary
No perp walks for Cabinet officials this week, but there was one story (not linked here…) about a former reality show contestant attempting to storm the private residence of the…
by Erik Kobayashi-Solomon | Dec 14, 2017 | Commentary
When we did our original valuation of Disney in late-October / early-November of this year and published it to our members, one of the valuation drivers we struggled with was…
by Erik Kobayashi-Solomon | Dec 13, 2017 | Research
Starbucks’ operational metrics are as energized as an investment banker after a triple-shot latte. The company has boosted its base-line profitability by about 50% over the past few years and…
