by Erik Kobayashi-Solomon | Jun 10, 2014 | Commentary, Uncategorized
My old boss, the founder and CEO of Morningstar, JoeMansueto, was kind enough to take the time to read through an early version of my manuscript and has this to…
by Erik Kobayashi-Solomon | Apr 27, 2014 | Commentary, Uncategorized
In Brief…This article reviews the IOI investment position in Ford, contains a short review of the Ford earnings and includes some additional information I have recently gained about the company,…
by Erik Kobayashi-Solomon | Apr 14, 2014 | Commentary, Uncategorized
SummaryWe have made a small stock investment in the shares of Ford F on the basis of the analysis we performed for the recently-published IOI Tear Sheet on the company.The…
by Erik Kobayashi-Solomon | Apr 8, 2014 | Uncategorized
In this report, which Erik authored while Director of Research at YCharts, we look at whether the old adage to “Sell in May and Go Away” is statistically valid. [embeddoc…
by Erik Kobayashi-Solomon | Apr 1, 2014 | Commentary, Uncategorized
OverviewThe complex, hybrid Oracle investment that I recommended in two different IOI Tear Sheets (late June 2013, and early July 2013) has worked out well thus far. Over the past…
by Erik Kobayashi-Solomon | Dec 19, 2013 | Commentary, Uncategorized
Oracle EarningsAbout a week ago, two sell-side analysts took down their target price estimates for Oracle, causing the stock price to fall for a few days. I kicked myself for…
