by Erik Kobayashi-Solomon | Dec 17, 2018 | Research
Friday morning, Reuter’s published a special report related to Johnson & Johnson’s JNJ recent court cases related to the health effects of talcum powder use. Upon publication of the report,…
by Erik Kobayashi-Solomon | Dec 7, 2018 | Research
In two recent research articles, A Closer Look at Microchip and Microchip Valuation and Model, I laid out the reason why I think Microchip Technologies MCHP is significantly undervalued at…
by Erik Kobayashi-Solomon | Dec 1, 2018 | Research
Over the past few weeks, I have been researching microcontroller and analog chipmaker, Microchip Technologies MCHP. While my first-pass valuation did not paint a promising picture of Microchip as an…
by Erik Kobayashi-Solomon | Nov 30, 2018 | Research
In mid-October, I published a brief article and first-pass valuation model for Microchip Technology MCHP with the promise that I would take a closer look at the company. In my…
by Erik Kobayashi-Solomon | Nov 14, 2018 | Research
Over the past several weeks, the tenor of the market has changed, and there has been some significant movement in companies about which I have written in the past. This…
by Erik Kobayashi-Solomon | Nov 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…
