by Erik Kobayashi-Solomon | May 16, 2017 | Research
Earlier this year, several of our members got interested in sportswear firm Under Armour UAA. We spent time discussing the valuation as a group, and while the group hasn’t come…
by Erik Kobayashi-Solomon | May 11, 2017 | Research
Download Transcript One of our clients asked me about a stock her client owns – Globus Medical GMED. The end client holds a sizable position in the name thanks to…
by Erik Kobayashi-Solomon | May 9, 2017 | Research
I have been writing a lot about Pharmacy Benefits Manager (PBM) giant Express Scripts ESRX lately, and decided to update my valuation of the company. Let’s take a hard look…
by Erik Kobayashi-Solomon | Apr 27, 2017 | Research
Executive Summary Union Pacific (UNP) reported first quarter earnings before market open on April 27. Its reported earnings beat average analyst expectations and the share price is up in morning…
by Erik Kobayashi-Solomon | Apr 25, 2017 | Research
Executive Summary Caterpillar (CAT) reported 1Q17 earnings pre-market on April 25 and the share price is up pre-market by over 5%. The stock is now trading at our ultimate best-case…
by Erik Kobayashi-Solomon | Apr 25, 2017 | Research
Executive Summary Express Scripts (ESRX), a company about which we have done extensive research, tonight announced that its largest client, Anthem (ANTM) would likely not renew its contract set to…
