by Erik Kobayashi-Solomon | Mar 13, 2017 | Commentary, Evergreen
Good morning and welcome to Sunday Morning Coffee with Erik. It is, by my estimation, the worst Sunday of the year: that is the Sunday start of Daylight Savings Time.…
by Joe Miramonti | Mar 10, 2017 | Commentary, Evergreen
“To invest successfully, one doesn’t need a stratospheric IQ. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework”…
by Erik Kobayashi-Solomon | Feb 3, 2017 | Commentary, Evergreen
In our IOI Office Hour session last night, we were talking with our members about Under Armour (UA / UAA), when the topic of “inventory write-downs” came up. Beginning investors may…
by Erik Kobayashi-Solomon | Jan 20, 2017 | Commentary, Evergreen
While only about a third of my recently published book, The Intelligent Option Investor, is dedicated to the topic of valuing companies, I find a lot of people have more questions…
by Erik Kobayashi-Solomon | Nov 29, 2016 | Evergreen, Research
Donald Trump stunned the pundit class with his long-shot candidacy and his upset presidential win. We believe that the conditions enabling the Trump presidency have been roiling for years, are…
by Joe Miramonti | Sep 16, 2016 | Commentary, Evergreen
Having a long(er) investment horizon than “the Street” has been proven to be one of the most important advantages that an individual investor has over an institutional investor. In the…
