by Erik Kobayashi-Solomon | Aug 30, 2013 | Commentary, Uncategorized
This overview accompanies the IOI Valuation of Cisco Systems (CSCO) and is split into the following sections: Revenue Scenarios Economic Profit ScenariosInvestment Efficacy ScenariosIOI?s explicit forecast period for Cisco lasts five years.Revenue…
by Erik Kobayashi-Solomon | Aug 16, 2013 | Commentary, Uncategorized
This overview accompanies the IOI Tear Sheet on Mueller Water (MWA) and is split into the following sections: Revenue Scenarios Economic Profit ScenariosInvestment Efficacy ScenariosIOI Conviction LevelIOI?s explicit forecast period for Mueller…
by Erik Kobayashi-Solomon | Jun 17, 2013 | Commentary, Uncategorized
This overview accompanies the IOI Tear Sheet on Iron Mountain (IRM) and is split into the following sections: Revenue Scenarios Economic Profit ScenariosInvestment Efficacy ScenariosREIT ConversionIOI?s explicit forecast period for Iron Mountain…
by Erik Kobayashi-Solomon | Jun 11, 2013 | Commentary, Uncategorized
This overview accompanies the IOI Tear Sheet on Amazon(AMZN) and is split into the following sections: Revenue Scenarios Economic Profit ScenariosInvestment Efficacy ScenariosOther ConsiderationsIOI?s explicit forecast period for Amazon lasts...
