by Erik Kobayashi-Solomon | Oct 14, 2015 | Commentary, Uncategorized
A stock’s intrinsic value balances out to be the amount of cash the firm will generate for its owners over its economic life. While this rule is obvious to value…
by Erik Kobayashi-Solomon | Oct 5, 2015 | Commentary, Uncategorized
On October 5, 2015 Trian Partners, an activist investment partnership run by Nelson Peltz, announced they had built a 2 ½ billion dollars stake in industrial company General Electric (GE).…
by Erik Kobayashi-Solomon | Oct 4, 2015 | Commentary, Uncategorized
After Oracle reported its first-quarter earnings, I decided to review the accuracy of my original projections for Oracle – published in the fall of 2013 – versus what actually has…
by Erik Kobayashi-Solomon | Sep 17, 2015 | Commentary, Uncategorized
Oracle (ORCL) reported first quarter earnings for its fiscal year 2016 after the market close on September 16. The earnings numbers were heavily influenced by currency translations brought about by the…
by Erik Kobayashi-Solomon | Sep 16, 2015 | Commentary, Uncategorized
The other day, I had a vigorous Twitter debate with John Authers, a journalist who writes for arguably the best daily newspapers in the world, The Financial Times. Authers wrote…
by Erik Kobayashi-Solomon | Sep 15, 2015 | Commentary, Uncategorized
It’s not uncommon for opponents of a recently elected candidate to suggest that the mere specter of his policies can spook the economy into a slump. On November 6, 2008,…
