by Erik Kobayashi-Solomon | Jan 25, 2019 | Commentary
Thanks to a particularly odious little troll of a man and to a writer whose two major works the late, great Christopher Hitchens describes as “transcendently awful”, the word “tax”…
by Erik Kobayashi-Solomon | Jan 23, 2019 | 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…
by Erik Kobayashi-Solomon | Jan 18, 2019 | Commentary
Nevil Chamberlain’s claim in September 1938 that his agreement with “Herr Hitler” had achieved “peace for our time” is one of the dramatic historical interludes that modern people look back…
by Erik Kobayashi-Solomon | Jan 11, 2019 | Commentary
Imagine vacuuming CO2 out of the thin air and transforming the carbon into jet fuel or gasoline. While it might seem like a sci-fi fantasy, it is actually the bread-and-butter…
by Erik Kobayashi-Solomon | Jan 9, 2019 | Research
A few months ago, I published an article with one of the videos in our Leverage mini-course along with an updated version of the Framework Leverage model. Over the weekend…
