by Joe Miramonti | Jul 14, 2018 | Research
Apologies all, I made a sorting error in the put section when I posted this CCC. Thanks to member Kevin T. for catching my mistake. I have posted the corrected…
by Joe Miramonti | Apr 20, 2018 | Commentary
Last month Framework initiated a discussion on investing in a fully valued market prompted by a question from one of our members, Carey C. In our summary of that conversation,…
by Joe Miramonti | Mar 21, 2018 | Commentary
Over the last month we have seen the sometimes dramatic return of price volatility to US stock markets. Interestingly, volatility impacts in other asset markets have been more muted. This…
by Joe Miramonti | Mar 17, 2018 | Research
I’ve been researching a position in GameStop this week. You can read my GME post and see the models we’ve built along with a Valuation Water fall. I prepared a…
by Joe Miramonti | Mar 17, 2018 | Research
GameStop (GME) has been in the news of late for a variety of reasons. The Company has made a number of “low priced stocks” lists and “undervalued companies” lists. About…
