by Erik Kobayashi-Solomon | Sep 27, 2018 | Uncategorized
In May of this year, I caught a lot of flak after publishing an article entitled Netflix is Uninvestable. While I have not changed my mind about my original conclusion,…
by Joe Miramonti | Jan 13, 2018 | Uncategorized
Sometimes there are things we read that we wish we’d written. This quarterly letter from Jeremy Grantham’s investment house is one of them. Both essays here are crucial reads for…
by Erik Kobayashi-Solomon | Oct 9, 2017 | Uncategorized
You can discuss Nike (NKE) here on the Framework Forum. Video Transcript Nike is a great company – we have been impressed with how well the company creates demand and…
by Erik Kobayashi-Solomon | Dec 22, 2015 | Commentary, Uncategorized
Our October 14 Tear Sheet highlighted an opportunity for a bond-replacement option investment in Wal-Mart (WMT) after it had reported disappointing quarterly results and fell heavily. We chose to sell…
by Erik Kobayashi-Solomon | Dec 10, 2015 | Commentary, Uncategorized
For years, Whole Foods Market was known as a Growth Stock. Now that it’s trading for around half of its 2013 peak, common wisdom is that it is in the…
by Erik Kobayashi-Solomon | Dec 9, 2015 | Commentary, Uncategorized
On December 7, General Electric GE announced that European appliance maker Electrolux ELUXY had backed out of its agreement to purchase GE’s appliances business. Electrolux is required to pay GE…
