by Erik Kobayashi-Solomon | May 17, 2018 | Research
A few weeks ago, I published an analysis of Netflix revenues and medium-term cash flow growth. By the end of the second article, I was convinced that no one on…
by Erik Kobayashi-Solomon | May 15, 2018 | Research
Brave Eagle Wealth Management’s founder, Robert Ruggirello, CFA, has continued on his quest for REIT exposure and done some excellent work on STORE Capital (STOR), a company that I’ll characterize…
by Erik Kobayashi-Solomon | May 10, 2018 | Research
Since posting our May Covered Call Corner spreadsheet last week, I have been busy making transactions. With the transaction on Berkshire Hathaway yesterday, I have made a total of seven…
by Erik Kobayashi-Solomon | May 9, 2018 | Research
I always wait a few days after posting an article before making any transactions. Waiting a few days after posting the Covered Call Corner spreadsheet last week, I got started…
by Erik Kobayashi-Solomon | May 7, 2018 | Research
This morning, U.S. private equity firm Blackstone Group announced it would buy Gramercy Property Trust (GPT), a company that was introduced to us last November by Robert Ruggirello, CFA when…
by Erik Kobayashi-Solomon | May 4, 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…
