by Erik Kobayashi-Solomon | Dec 22, 2017 | Commentary
Unsurprisingly, a lot of the stories we found interesting in our news feed this week had to do with the GOP tax bill, signed into law today. This law guarantees,…
by Erik Kobayashi-Solomon | Dec 15, 2017 | Commentary
No perp walks for Cabinet officials this week, but there was one story (not linked here…) about a former reality show contestant attempting to storm the private residence of the…
by Erik Kobayashi-Solomon | Dec 14, 2017 | Commentary
When we did our original valuation of Disney in late-October / early-November of this year and published it to our members, one of the valuation drivers we struggled with was…
by Erik Kobayashi-Solomon | Dec 9, 2017 | Commentary
Is it odd that any week that doesn’t contain a high-ranking Administration official being charged with a felony or with an ultra-powerful member of the glitterati being accused of sexual…
by Erik Kobayashi-Solomon | Dec 6, 2017 | Commentary
You can discuss Disney with other members on the Framework Forum. Transcript Last month, we published a valuation of Disney at the request of one of our members. Since then,…
by Erik Kobayashi-Solomon | Dec 2, 2017 | Commentary
Unbelievable is all we could say as the week drew to a close. The impact of the headline news was too big to walk away from so much of our…
