by Erik Kobayashi-Solomon | Mar 31, 2018 | Research
In a recent article on an investing website, an analyst suggested buying technology consulting giant Accenture (ACN) upon the recent market pull-back. Long-time Framework member and partner, Sheila Chesney, wanted…
by Erik Kobayashi-Solomon | Mar 28, 2018 | Research
After reviewing Oracle’s results and posting an article comparing our past operating forecasts to the company’s actual results, we have refreshed our valuation assumptions and revalued the company. Long story…
by Erik Kobayashi-Solomon | Mar 26, 2018 | Research
Brave Eagle Wealth Management’s founder, Robert Ruggirello, CFA, has been doing some very detailed and thorough valuation work on a misunderstood Industrial REIT called Gramercy Property Trust (GPT) and sees…
by Erik Kobayashi-Solomon | Mar 21, 2018 | Research
While Oracle’s stock price was falling today, I was taking a look back at our valuation model, comparing the firm’s actual results to what we had forecast in the model…
by Joe Miramonti | Mar 17, 2018 | Research
I’ve been researching a position in GameStop this week. You can read my GME post and see the models we’ve built along with a Valuation Water fall. I prepared a…
by Joe Miramonti | Mar 17, 2018 | Research
GameStop (GME) has been in the news of late for a variety of reasons. The Company has made a number of “low priced stocks” lists and “undervalued companies” lists. About…
