by Erik Kobayashi-Solomon | Jun 7, 2018 | Research
A research analyst I know posted a brief article about Twitter’s TWTR amazing ability to generate cash. I’ve been struggling with reprogramming Framework’s BSM Cone application after the data source we…
by Erik Kobayashi-Solomon | Jun 6, 2018 | Research
Last week, a hedge fund PM I know sent a message suggesting that I take a look at Spirit Realty Capital SRC, a triple-net lease REIT like Realty Income (which…
by Erik Kobayashi-Solomon | Jun 1, 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…
by Erik Kobayashi-Solomon | May 24, 2018 | Research
John Flannery, GE’s Chairman and CEO, presented at the Electronic Products Group conference in Florida yesterday, and the market did not like what he had to say. GE’s stock price…
by Erik Kobayashi-Solomon | May 21, 2018 | Research
After rumors over the weekend that GE would merge its Transportation business with the company Wabtec WAB, this morning the GE issued a press release confirming the transaction. Wabtec executives…
by Erik Kobayashi-Solomon | May 18, 2018 | Research
I frequently like to say that the scientific method can and should be applied to investing. I have started thinking that my bearish investment in the largest railroad in the…
