by Erik Kobayashi-Solomon | Jul 6, 2018 | Commentary
Framework Investing subscribers know that I have plenty of egg on my face from my statements about GE: I did not think the firm would need to cut its dividend.…
by Erik Kobayashi-Solomon | Jul 2, 2018 | Commentary
In late April, we began a case study series investigating how one might use options to express a bullish investment opinion in IBM. This case study was based on a…
by Erik Kobayashi-Solomon | Jun 12, 2018 | Commentary
I was surprised to hear two stock analysts discussing micro-blogging sensation, Twitter, saying how strong of a free cash flow generator the company is. Knowing the struggles the company has…
by Erik Kobayashi-Solomon | Jun 6, 2018 | Commentary
In a recent Framework Investing Office Hour session, I spoke with one of Framework’s members — hedge fund alum and New York City-based institutional investor, Robert Ruggirello, CFA — about…
by Erik Kobayashi-Solomon | May 22, 2018 | Commentary
In our Framework Investing Office Hour sessions last week, we had several good discussions – one on autonomous vehicles, the other about our recent research and articles on Netflix. One…
by Erik Kobayashi-Solomon | May 18, 2018 | Commentary
A great advantage of having a robust framework to assess investments is that it is easy to figure out where the risk in a particular idea is. Our recent members-only…