by Erik Kobayashi-Solomon | Dec 9, 2017 | Research
Over the past several weeks, we have been looking back at our valuation of Union Pacific and yesterday, published a summary of our valuation driver inputs and a discussion of…
by Erik Kobayashi-Solomon | Dec 9, 2017 | Commentary
Is it odd that any week that doesn’t contain a high-ranking Administration official being charged with a felony or with an ultra-powerful member of the glitterati being accused of sexual…
by Erik Kobayashi-Solomon | Dec 7, 2017 | Research
After taking a close look at Union Pacific’s valuation drivers over the last two weeks, we are summing up our findings and translating them into operational forecasts for our valuation…
by Erik Kobayashi-Solomon | Dec 6, 2017 | Research
Last month, prompted by long-time Framework member, Wilson M., I worked with our new analysts to do a valuation waterfall of Disney DIS. Since that time, the company reported its…
by Erik Kobayashi-Solomon | Dec 6, 2017 | Commentary
You can discuss Disney with other members on the Framework Forum. Transcript Last month, we published a valuation of Disney at the request of one of our members. Since then,…
