by Erik Kobayashi-Solomon | Jan 19, 2018 | Research
After posting the note on autonomous vehicles earlier this week, several interesting trains of thought left their stations during Office Hours. Robert H., with a background in the auto industry,…
by Erik Kobayashi-Solomon | Jan 18, 2018 | Research
Over the holidays, I started looking at several new technology areas — one of which was autonomous vehicles — and drafted a brief note overviewing what I learned. In addition…
by Erik Kobayashi-Solomon | Jan 17, 2018 | Research
General Electric announced on Tuesday, January 16 that after reviewing assumptions regarding the firm’s legacy insurance operations, it would need to reserve more cash to pay future claims. You can…
by Erik Kobayashi-Solomon | Dec 21, 2017 | 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 | Dec 21, 2017 | Research
In our recent series re-analyzing Union Pacific’s valuation, we included a brief section discussing taxation but deferred making a final analysis until the tax reform bill was finalized. Now that…
by Erik Kobayashi-Solomon | Dec 13, 2017 | Research
Starbucks’ operational metrics are as energized as an investment banker after a triple-shot latte. The company has boosted its base-line profitability by about 50% over the past few years and…
