by Erik Kobayashi-Solomon | Aug 23, 2017 | Research
In our most recent Office Hour session, we dug into Qualcomm’s historical revenue stream and tried to get a better grip on the demand environment in which the firm operates.…
by Erik Kobayashi-Solomon | Aug 18, 2017 | Commentary
Human beings were not meant to travel across so many time zones so quickly, I discovered this week after being lost in a haze of jet lag. The reading list…
by Erik Kobayashi-Solomon | Aug 17, 2017 | Commentary
One of the little-appreciated facts about investing is how little the near-term matters to the value of a company. While the Wall Street banks and the media pundits try to…
by Erik Kobayashi-Solomon | Aug 16, 2017 | Research
This is our most recent valuation model for General Electric (GE). The model that I use to create ChartBooks and Tear Sheets is a bit more complex; I’ve tried to…
by Erik Kobayashi-Solomon | Aug 14, 2017 | Commentary
A doctor living in Dubai, Dr. Tariq E., just finished our Framework 102 course on Valuation, and sent through several excellent questions about revenues, profits, growth, and “Balance Sheet Effects.”…
