by Erik Kobayashi-Solomon | Dec 9, 2015 | Commentary, Uncategorized
After Julian Robertson closed his famous Tiger Fund in 2000, he began providing seed money to a handful of “Tiger Cubs” – hedge funds run by protégés. Many of the…
by Erik Kobayashi-Solomon | Nov 25, 2015 | Commentary, Uncategorized
What’s the matter with IBM IBM? Revenues have been falling for umpteen quarters, the stock price has crashed from around $200 per share to below $140 today, and long-term shareholders…
by Erik Kobayashi-Solomon | Nov 25, 2015 | Commentary, Uncategorized
November 18-19, it was my pleasure to attend the Southwest IDEAS Conference in Dallas, Texas, sponsored by Three Part Advisors, a company founded by former Director of Research at Hodges Capital,…
by Erik Kobayashi-Solomon | Nov 3, 2015 | Commentary, Uncategorized
For those of you thinking about attending our IOI 101 course in Dallas, Texas on Saturday, November 21, here’s an 8-minute video explaining what you can expect to gain from…
by Erik Kobayashi-Solomon | Oct 28, 2015 | Commentary, Uncategorized
For Wal-Mart shareholders, 2015 has been, in the words of Queen Elizabeth, an Annus Horribilus. Trading at over $90 per share in January, by mid-August, it had slipped by over…
by Erik Kobayashi-Solomon | Oct 18, 2015 | Commentary, Uncategorized
I remember hearing my old portfolio manager talking with a fellow analyst about an investment the analyst had initiated. The stock had lost about 15% since the fund had began purchasing…
