by Erik Kobayashi-Solomon | Oct 3, 2018 | Research
After publishing my valuation of L Brands, I spoke again with Tod Schneider, CFA, CPA (Inactive) about the company and the risks facing it. Schneider thought that my valuation assumptions…
by Erik Kobayashi-Solomon | Sep 28, 2018 | Commentary
TV is dead. Long live TV. Three national network channels, PBS, and a few grainy, local UHF stations is what a lot of Gen-Xers like me grew up with. In…
by Erik Kobayashi-Solomon | Sep 27, 2018 | Uncategorized
In May of this year, I caught a lot of flak after publishing an article entitled Netflix is Uninvestable. While I have not changed my mind about my original conclusion,…
by Erik Kobayashi-Solomon | Sep 26, 2018 | Research
Last week, I posted an analysis by a very insightful former hedge fund analyst specializing in retailers — Tod Schneider, CFA, CPA (Inactive) — regarding a purveyor of racy women’s…
by Erik Kobayashi-Solomon | Sep 21, 2018 | Commentary
One of the best things about working on Framework Investing is the people I meet. A few years ago, when I conducted my first Option Investing “Boot Camp”, one of…
