by Erik Kobayashi-Solomon | Aug 30, 2017 | Research
The good news is that this company is a leader in producing “photomasks” for the integrated circuit and flat-panel display manufacturing business. The bad news is that this business is…
by Erik Kobayashi-Solomon | Aug 30, 2017 | Research
In January, we published a Tear Sheet and ChartBook detailing a “Synthetic Short” investment in Caterpillar. Because there was one valuation scenario above the trading price of the stock at…
by Erik Kobayashi-Solomon | Aug 29, 2017 | Research
We have published a great many articles on Caterpillar in addition to creating a Guided Tear Sheet mini-course on the company. One of the problems with publishing materials about a…
by Erik Kobayashi-Solomon | Aug 28, 2017 | Research
The bearish investment strategy in Caterpillar we published as a Tear Sheet, a ChartBook, and a Guided Tear Sheet earlier this year has not worked out according to my plans…
by Erik Kobayashi-Solomon | Aug 26, 2017 | Commentary
As I write this, a Category 4 hurricane is bearing down on my old home of Houston, Texas and environs. The American Red Cross will certainly need your help –…
