by Erik Kobayashi-Solomon | Sep 14, 2018 | Commentary
As I mentioned in my last article, I recently had the pleasure of attending MOI Global’s Latticework 2018 Conference, at which legendary investor Howard Marks was one of the featured…
by Erik Kobayashi-Solomon | Sep 7, 2018 | Commentary
Listening to investing practitioners and pundits talk, the lay person might get the impression that investing is a rational application of microeconomics and mathematical principles. This impression is false. The…
by Erik Kobayashi-Solomon | Aug 30, 2018 | Commentary
Yesterday, I spent the day at the Midwest IDEAS Conference sponsored by Three Part Advisors, and held at the Gwen Hotel in the City of Big Shoulders, Chicago, Illinois. Three…
by Erik Kobayashi-Solomon | Aug 28, 2018 | Commentary
Poker players must have smiled when the great investor, Warren Buffett, quoted one of their aphorisms in a 1987 investor letter. “If you are sitting at a poker table for…
by Erik Kobayashi-Solomon | Aug 6, 2018 | Commentary
I have had good reasons to own Oracle and to recommend Framework Investing members to buy it over the past few years. The company has a very strong franchise in…
by Erik Kobayashi-Solomon | Jul 20, 2018 | Commentary
The option investment we originally published to our Framework Investing members on April 11 of this year and detailed in a series of case study articles is expiring today! When…
