by Erik Kobayashi-Solomon | Oct 18, 2018 | Research
…there is nothing either good or bad, but thinking makes it so. – William Shakespeare, Hamlet Executive Summary While I’m beginning to think that “IBM” stands for “I’ve Been Mauled”,…
by Erik Kobayashi-Solomon | Oct 16, 2018 | Commentary
It would be the best of times, it would be the worst of times… This line – paraphrased from Dicken’s classic tale of the French Revolution – summed up the…
by Erik Kobayashi-Solomon | Oct 12, 2018 | Commentary
The biggest financial story of our lifetimes was published this week. Wall Street paid it no heed. True, markets have declined modestly for a few days, driven by – pundits…
by Erik Kobayashi-Solomon | Oct 11, 2018 | Commentary
Even before U.S. equity markets performed a subtle imitation of Wile E. Coyote on Wednesday, I had been looking at a chip company I covered as the head of Morningstar’s…
by Erik Kobayashi-Solomon | Oct 10, 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…
