by Erik Kobayashi-Solomon | Oct 3, 2018 | Research
After publishing my valuation of L Brands, I spoke again with Tod Schneider, CFA, CPA (Inactive) about the company and the risks facing it. Schneider thought that my valuation assumptions…
by Erik Kobayashi-Solomon | Sep 26, 2018 | Research
Last week, I posted an analysis by a very insightful former hedge fund analyst specializing in retailers — Tod Schneider, CFA, CPA (Inactive) — regarding a purveyor of racy women’s…
by Erik Kobayashi-Solomon | Sep 18, 2018 | Research
One of the best things about working on Framework is the people I meet. In 2014, when I conducted my first Intelligent Option Investor “Boot Camp”, one of the attendees…
by Erik Kobayashi-Solomon | Sep 13, 2018 | Research
When working on the valuation of UFP Technologies, I realized that it was time for me to bite the bullet and make an improvement to the Framework Valuation model. UFP…
by Erik Kobayashi-Solomon | Sep 13, 2018 | Research
After attending a recent small capitalization stock conference, I sent out an email and published an article about the companies that particularly caught my attention. The company that seemed most…
by Erik Kobayashi-Solomon | Sep 11, 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…
