by Erik Kobayashi-Solomon | Oct 30, 2017 | Commentary
In our review of Union Pacific’s UNP third quarter earnings, we compared the company’s actual results to our forecasts for each of the short-term fundamental valuation drivers: revenue growth rate,…
by Joe Miramonti | Oct 28, 2017 | Commentary
Yes, yes, we know that all you brilliant Framework members have newsfeeds, but we like to think we bring you some things you might not otherwise read and maybe spark…
by Joe Miramonti | Oct 21, 2017 | Commentary
In our list of great reads this week, we look at the success of nations and how that comes about and then compare that to what we are seeing globally…
by Erik Kobayashi-Solomon | Oct 19, 2017 | Commentary
Framework members know that we are proponents of constructing a “hybrid” portfolio that includes both broad market exposure (passive investments) and stock-specific exposure (active investments). Terrific active investment opportunities do…
by Erik Kobayashi-Solomon | Oct 14, 2017 | Commentary
The Catalan secession crisis rolls on, threatening not only Spain, but also offering succor to various regional independence movements (we did not include any stories this week about Kurdistan, but…
![Margin Expansion at Nike ($NKE) to Drive its Value Higher? [Video]](https://intelligentoptioninvestor.com/wp-content/uploads/2017/10/NKE_LT_EBIT_Margin_chart.png)
by Erik Kobayashi-Solomon | Oct 11, 2017 | Commentary
You can find a transcript of the above video, complete with all the graphs used, on the Framework Investing website. Nike’s Profits Our Five-Minute valuation of Nike (NKE) was prompted…
