by Erik Kobayashi-Solomon | Feb 5, 2018 | Research
As mentioned in my earnings note last week, we have looked carefully at Union Pacific’s valuation since stopping out on another bearish investment late last year and are now re-upping…
by Erik Kobayashi-Solomon | Feb 3, 2018 | Research
We have been looking at the valuation of Rupert Murdoch’s Twenty-First Century Fox (FOX) for the past few weeks, our interest piqued because of the announced acquisition by Disney (DIS)…
by Joe Miramonti | Feb 3, 2018 | Research
Our work on FOX continued this week with a finalization of our valuation and the start of teasing out the different revenue streams that will comprise the bulk of the…
by Erik Kobayashi-Solomon | Jan 31, 2018 | Research
Union Pacific announced fourth quarter earnings last week, and full-year 2017 operational metrics came in well within the range of operational measures we published in June 2017. This article reviews…
by Joe Miramonti | Jan 26, 2018 | Research
The media world was put on notice earlier this month when Disney (DIS) — after apparently years of talking about it in dark, smoke-filled rooms — decided to acquire a…
by Erik Kobayashi-Solomon | Jan 25, 2018 | Research
Yesterday morning, both General Electric’s (GE) and Baker Hughes GE (BHGE) released fourth quarter earnings announcements and hosted conference calls. (You can find the GE presentation materials on GE’s Investor…
