by Erik Kobayashi-Solomon | Apr 5, 2017 | Research
This morning before market open, investment banking giant Goldman Sachs announced that it had placed Caterpillar (CAT) on its “Conviction Buy” list. Framework Investing members will remember that we published…
by Erik Kobayashi-Solomon | Mar 27, 2017 | Research
Oracle reported third quarter results for fiscal year 2017 on March 16th and the share price jumped over 6% the day after the announcement was made. Since we first recommended…
by Erik Kobayashi-Solomon | Mar 24, 2017 | Research
For all of you who were interested in the Big Idea I took away from this year’s Grant’s Conference, here is the presentation given by Jim Litinsky of JHL Capital…
by Erik Kobayashi-Solomon | Mar 17, 2017 | Research
I’ll be running through this presentation during Office Hours to provide more color (and hopefully a lot of added value), but here is a brief recap of what I came…
by Erik Kobayashi-Solomon | Mar 9, 2017 | Research
The revenue build-ups for Union Pacific are quite detailed and worth a look. Essentially, Union Pacific allows us to separate volumes from pricing and make assumptions about both components to…
by Erik Kobayashi-Solomon | Mar 9, 2017 | Research
No matter how we slice it, Union Pacific is significantly overvalued. Loading... Taking too long? Reload document | Open in new tab Download [2.73...
