by Erik Kobayashi-Solomon | Nov 11, 2017 | Research
Framework member Ra’uf G. asked us to do a session on hedging. As the former risk manager of an $800 million global long-short equity hedge fund who was faced with…
by Erik Kobayashi-Solomon | Nov 10, 2017 | Commentary
I had always thought that I would be able to tell the collapse in value of Saudi oil reserves by the number of private jets leaving Riyadh for Geneva and…
by Erik Kobayashi-Solomon | Nov 9, 2017 | Commentary
The amount of information that we’re exposed to now in the course of a day is as much as somebody from 15th Century was exposed to in their entire lifetime.…
by Erik Kobayashi-Solomon | Nov 7, 2017 | Research
A few weeks ago, we published an article discussing our approach to discount rates. Since then, we’ve been distributing the piece to people in the hedge fund and academic world,…
by Erik Kobayashi-Solomon | Nov 6, 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…
