by Erik Kobayashi-Solomon | Nov 30, 2014 | Commentary, Uncategorized
Of the three main valuation drivers I discuss in The Framework Investing–revenues, profits, and investment level and efficacy–investment efficacy is the hardest to pin down.Investment efficacy is the the degree…
by Erik Kobayashi-Solomon | Oct 12, 2014 | Commentary, Uncategorized
Those of you who enjoyed reading my analyses pre-The Framework Investing–when I was heading up the semiconductor analysis team at Morningstar–will know how much I like the business model and…
by Erik Kobayashi-Solomon | Oct 12, 2014 | Commentary, Uncategorized
A few weeks ago, at Ford Motor Corporation’s annual investor day shindig, the company announced that profitability for the company this year would be negatively affected by three separate issues:Greater…
by Erik Kobayashi-Solomon | Sep 29, 2014 | Commentary, Uncategorized
In this video, I show how to use the online tools at IOITools.com to analyze the free cash flow profile of global industrial giant, General Electric. This video also shows how to…
by Erik Kobayashi-Solomon | Sep 28, 2014 | Commentary, Uncategorized
In this video, I show how to use the online tools at IOITools.com to analyze the revenues and profitability of global industrial giant, General Electric. This video also shows how…
by Erik Kobayashi-Solomon | Sep 19, 2014 | Commentary, Uncategorized
The first review of my new book, The Intelligent Option Investor, was published on Investor.com and ValueWalk.comthis week! The reviewer describes herself as an “option trader,” and since the Framework Investing…
