by Erik Kobayashi-Solomon | Dec 6, 2018 | Commentary
It is 7:30 in the morning and you are on the freeway heading to work. Traffic is moving along smoothly, and your mind turns to matters other than commuting –…
by Erik Kobayashi-Solomon | Dec 1, 2018 | Research
Over the past few weeks, I have been researching microcontroller and analog chipmaker, Microchip Technologies MCHP. While my first-pass valuation did not paint a promising picture of Microchip as an…
by Erik Kobayashi-Solomon | Nov 30, 2018 | Commentary
Last week, I had the honor to be asked to speak to a group of graduate students of accounting at Ohio State University about a career in investing. One student…
by Erik Kobayashi-Solomon | Nov 30, 2018 | Research
In mid-October, I published a brief article and first-pass valuation model for Microchip Technology MCHP with the promise that I would take a closer look at the company. In my…
by Erik Kobayashi-Solomon | Nov 28, 2018 | Commentary
Imagine that you need to break a $10 bill. You hand the cashier the $10 note and, rather than a $5 bill and five $1 bills, he hands back a…
