by Erik Kobayashi-Solomon | Apr 18, 2018 | Research
IBM, a firm that we follow closely and have invested in (usually with short puts and covered calls) over the past few years reported earnings for the first quarter of…
by Erik Kobayashi-Solomon | Apr 13, 2018 | Research
Since Donald Trump began his harangue on retail revolutionary, Amazon (AMZN), I have been watching the stock price drop, wondering what it was worth. Long story short, Amazon is a…
by Erik Kobayashi-Solomon | Apr 11, 2018 | Research
IBM has been bouncing around between $150 / share and $155 / share for awhile now. With recent sell-offs in Tech, investors are worried, allowing for patient investors to generate…
by Erik Kobayashi-Solomon | Apr 11, 2018 | Research
Long-time Framework member, Wilson M., started a Framework Forum thread about Facebook that included his valuation estimate of $235 / share. I updated a model for Facebook and wrote a…
by Erik Kobayashi-Solomon | Apr 5, 2018 | Research
Last week, we published a valuation model for US technology consultant and outsourcing provider Accenture ACN. Over the last week, long-time Framework member and partner, Sheila Chesney, and I have…
by Erik Kobayashi-Solomon | Apr 4, 2018 | Research
We reviewed database and application software giant, Oracle’s ORCL, third quarter earnings announcement in a note published on March 21, and posted an updated model and Valuation Waterfall a week…
