by Erik Kobayashi-Solomon | Aug 29, 2017 | Research
We have published a great many articles on Caterpillar in addition to creating a Guided Tear Sheet mini-course on the company. One of the problems with publishing materials about a…
by Erik Kobayashi-Solomon | Aug 28, 2017 | Research
The bearish investment strategy in Caterpillar we published as a Tear Sheet, a ChartBook, and a Guided Tear Sheet earlier this year has not worked out according to my plans…
by Erik Kobayashi-Solomon | Aug 23, 2017 | Research
In our most recent Office Hour session, we dug into Qualcomm’s historical revenue stream and tried to get a better grip on the demand environment in which the firm operates.…
by Erik Kobayashi-Solomon | Aug 16, 2017 | Research
This is our most recent valuation model for General Electric (GE). The model that I use to create ChartBooks and Tear Sheets is a bit more complex; I’ve tried to…
by Erik Kobayashi-Solomon | Aug 5, 2017 | Research
We have published many articles and reports on General Electric. For this ChartBook, we have gone back to a blank model and looked at the “new GE” after the divestment…
by Erik Kobayashi-Solomon | Aug 2, 2017 | Research
Long-time subscriber, Wilson M., asked me to take a look at mobile chip designer, Qualcomm QCOM. I did some background research and pulled data into the Framework Integrated model, and…
