by Erik Kobayashi-Solomon | Nov 8, 2018 | Research
Recently, Framework partner, Sheila Chesney, sent along several reports from the venerable Wall Street investing newsletter, Grant’s Interest Rate Observer, about IBM. Since Grant’s is known as the publication read…
by Erik Kobayashi-Solomon | Oct 31, 2018 | Research
Union Pacific UNP announced third quarter 2018 results last week, and looking through the numbers gave me a shock. Revenues for the first nine months of 2018 came in at…
by Erik Kobayashi-Solomon | Oct 30, 2018 | Research
My eyes watered a bit when I saw the news cross the wires yesterday that IBM had acquired Linux / Open Source pioneer, Ret Hat RHT, for just shy of…
by Erik Kobayashi-Solomon | Oct 23, 2018 | Commentary
Since April of this year, we have been running a real-time case study related to incorporating option positions into the holdings of an investment portfolio of a positional, value-based investor.…
by Erik Kobayashi-Solomon | Oct 19, 2018 | Research
The shares of a company that I covered while I was managing Morningstar’s semiconductor research group — Microchip Technology MCHP — have taken a big hit over the last few…
