by Erik Kobayashi-Solomon | Feb 22, 2018 | Research
In a piece I published today, controversially titled Tesla Is Structurally Bankrupt But So Are GM and Ford, I provide a series of graphs. The workbook sitting behind these graphs…
by Erik Kobayashi-Solomon | Feb 15, 2018 | Research
I have been getting excited about a new industry, hot in the venture capital community, that applies technology to farming – AgTech – and have done a bit of research…
by Erik Kobayashi-Solomon | Feb 14, 2018 | Research
We have written a great many articles about Union Pacific, created a full Guided Tear Sheet mini-course on it, and have recently posted Synthetic Short and Bearish Call Spread Tear…
by Joe Miramonti | Feb 10, 2018 | Research
Framework Members, This is the first completely new approach to courses that we’ve built in a little over a year and I am quite proud of how its coming together.…
by Joe Miramonti | Feb 9, 2018 | Research
Each month, we screen for attractive “bond replacement” investment candidates by looking up the reports of investments purchased by “Superinvestors” covered by the Dataroma site. Dataroma follows 64 managers that…
by Erik Kobayashi-Solomon | Feb 9, 2018 | Research
With the market falling earlier, implied volatilities headed upward, so we decided to sell a call spread on Union Pacific as part of our bearish strategy that includes the synthetic…
