by Erik Kobayashi-Solomon | Jan 4, 2019 | Commentary
Over the Christmas and New Year’s break, I’ve been catching up on the stack of reading materials piled up on my nightstand. Included in my stack is a copy of…
by Erik Kobayashi-Solomon | Dec 18, 2018 | 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 | Dec 17, 2018 | Research
Friday morning, Reuter’s published a special report related to Johnson & Johnson’s JNJ recent court cases related to the health effects of talcum powder use. Upon publication of the report,…
by Erik Kobayashi-Solomon | Dec 13, 2018 | Commentary
Two months ago, I published an article entitled More Positives Than Negatives For This Unsexy Chipmaker about microcontroller and analog chipmaker, Microchip Technologies MCHP. Since then I have been updating…
by Erik Kobayashi-Solomon | Dec 7, 2018 | Research
In two recent research articles, A Closer Look at Microchip and Microchip Valuation and Model, I laid out the reason why I think Microchip Technologies MCHP is significantly undervalued at…
