by Erik Kobayashi-Solomon | May 3, 2018 | Research
We took a short break from our series on Netflix to look over the numbers published by Union Pacific UNP last week after its first quarter 2018 earnings announcement. The…
by Erik Kobayashi-Solomon | May 1, 2018 | Research
For a new business, the most difficult part of understanding what it is worth is making reasonable assumptions about how quickly cash flows will grow during the medium-term and how…
by Erik Kobayashi-Solomon | Apr 28, 2018 | Research
The Netflix model we posted the other day has a lot of moving parts in it, so we thought we would take each bit step-by-step to show you our thinking…
by Erik Kobayashi-Solomon | Apr 26, 2018 | Research
The best strategy I have found for valuing Netflix NFLX is the same as one might use walking into a dark room: Feel around for something you can grab onto,…
by Erik Kobayashi-Solomon | Apr 21, 2018 | Research
General Electric, a firm about which we have written extensively and in which we are invested, announced its first quarter 2018 earnings before market open today. The shares are up…
by Erik Kobayashi-Solomon | Apr 20, 2018 | Research
To go along with our QuickTake article covering IBM’s 1Q18 earnings (and looking back at our prior projections versus the company’s actual results), our most recent Tear Sheet on IBM,…
