by Erik Kobayashi-Solomon | Aug 28, 2018 | Research
Over the past few weeks, I’ve been working hard pulling together an online course about a topic that is vital for intelligent option investors to understand: leverage. Most of the…
by Erik Kobayashi-Solomon | Aug 23, 2018 | Research
Spreadsheets are a continual work in progress! After working with the Covered Call Corner Monitor more today, I have made some changes that fix some calculation errors and make the…
by Erik Kobayashi-Solomon | Aug 22, 2018 | Research
As I was looking through the Covered Call Monitor and filling in current option prices, my eye caught on the covered call on Berkshire Hathaway BRK.B. Including transaction fees, I…
by Erik Kobayashi-Solomon | Aug 22, 2018 | Research
We have been publishing our reworked Covered Call Corner screens since May of this year. I have been transacting these on my own account and have pulled together a monitor…
by Erik Kobayashi-Solomon | Aug 12, 2018 | Research
Over the past few weeks, we have spent some time refining our valuation of Oracle, focusing in on what we consider one of the most important factors in the company’s…
by Erik Kobayashi-Solomon | Aug 8, 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…