by Erik Kobayashi-Solomon | Oct 4, 2017 | Research
Anyone interested in Nike should appreciate this workbook! I lovingly 10-keyed segment data for the company over the past 10 years, so those of you with special interest in Nike…
by Erik Kobayashi-Solomon | Oct 4, 2017 | Research
You can discuss Nike (NKE) here on the Framework Forum. Video Transcript Nike is a great company – we have been impressed with how well the company creates demand and…
by Erik Kobayashi-Solomon | Oct 2, 2017 | Research
This month, we screen for attractive “bond replacement” investment candidates using new holdings of the Sound Shore Investor fund (SSHFX), a $2.0 billion fund run by Harry Burn. In contrast…
by Erik Kobayashi-Solomon | Sep 27, 2017 | Research
My friend, Joe Cornell, CFA, runs a successful research service specializing in investing in corporate spinoffs that is geared toward large institutional investors. As I mentioned in another post, Joe has asked…
by Erik Kobayashi-Solomon | Sep 27, 2017 | Research
My friend, Joe Cornell, CFA, runs a successful research service specializing in investing in corporate spinoffs that is geared toward large institutional investors. Back in March, his research team featured an investment…
by Erik Kobayashi-Solomon | Sep 25, 2017 | Research
While working on our presentation analyzing the arguments of JP Morgan’s analyst regarding GE, I sent questions to the company’s Investor Relations team. Last week, I sat down on several…
