by Erik Kobayashi-Solomon | Oct 6, 2017 | Research
Mike G. asked a great question during an Office Hour session last week – “How do you think about managing an options book?” This presentation – which we are going…
by Erik Kobayashi-Solomon | Oct 5, 2017 | Knowledge Base
For individuals and for institutional investors whose mandates include the use of derivatives, options overlain on a stock position can boost returns on directional investments. While long considered as the…
by Erik Kobayashi-Solomon | Oct 4, 2017 | Research
Anyone interested in Nike should appreciate this workbook! I lovingly 10-keyed segment data for the company over the past 10 years, so those of you with special interest in Nike…
by Erik Kobayashi-Solomon | Oct 4, 2017 | Research
You can discuss Nike (NKE) here on the Framework Forum. Video Transcript Nike is a great company – we have been impressed with how well the company creates demand and…
by Erik Kobayashi-Solomon | Oct 2, 2017 | Research
This month, we screen for attractive “bond replacement” investment candidates using new holdings of the Sound Shore Investor fund (SSHFX), a $2.0 billion fund run by Harry Burn. In contrast…
