by Erik Kobayashi-Solomon | Nov 8, 2018 | Research
Recently, Framework partner, Sheila Chesney, sent along several reports from the venerable Wall Street investing newsletter, Grant’s Interest Rate Observer, about IBM. Since Grant’s is known as the publication read…
by Erik Kobayashi-Solomon | Oct 31, 2018 | Research
Union Pacific UNP announced third quarter 2018 results last week, and looking through the numbers gave me a shock. Revenues for the first nine months of 2018 came in at…
by Erik Kobayashi-Solomon | Oct 30, 2018 | Research
My eyes watered a bit when I saw the news cross the wires yesterday that IBM had acquired Linux / Open Source pioneer, Ret Hat RHT, for just shy of…
by Erik Kobayashi-Solomon | Oct 19, 2018 | Research
The shares of a company that I covered while I was managing Morningstar’s semiconductor research group — Microchip Technology MCHP — have taken a big hit over the last few…
by Erik Kobayashi-Solomon | Oct 18, 2018 | Research
…there is nothing either good or bad, but thinking makes it so. – William Shakespeare, Hamlet Executive Summary While I’m beginning to think that “IBM” stands for “I’ve Been Mauled”,…
by Erik Kobayashi-Solomon | Oct 10, 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…
