by Erik Kobayashi-Solomon | May 10, 2018 | Commentary
Last weekend, we held the second of two open Office Hour sessions regarding our recent Case Study series on IBM. For those who were unable to attend, we’re posting videos…
by Erik Kobayashi-Solomon | May 4, 2018 | Commentary
This is the final article in a case study series related to our valuation of and investment in IBM. You can find the earlier articles in the series through these…
by Erik Kobayashi-Solomon | May 4, 2018 | Commentary
This is the fourth article in a case study series related to our valuation of and investment in IBM. You can find the earlier articles in the series through these…
by Erik Kobayashi-Solomon | Apr 30, 2018 | Commentary
In our previous article in this Option Investing Case Study on IBM (article 1, article 2), we showed that we had invested in IBM by accepting downside price risk in…
by Erik Kobayashi-Solomon | Apr 26, 2018 | Commentary
This is the second article in our Case Study series on IBM (read our first article). It explains the economics of our option investment in IBM and answers the following…
by Erik Kobayashi-Solomon | Apr 25, 2018 | Commentary
On April 11, I published a Tear Sheet (see below) to Framework members detailing an option investment in the bellwether of “Old Tech” – IBM. The company was scheduled to…
