by Erik Kobayashi-Solomon | Jul 23, 2015 | Commentary, Uncategorized
This morning, I executed a covered call transaction on IBM (you can find the Tear Sheet for this strategy on IOI Tools Reading List). As I was starting to execute…
by Erik Kobayashi-Solomon | Jul 13, 2015 | Commentary, Uncategorized
Over the last 20 years, U.S. companies have increasingly stepped up their use of stock repurchase programs, and according to a recent Goldman Sachs report, 85% of companies in the…
by Erik Kobayashi-Solomon | Jul 6, 2015 | Commentary, Uncategorized
Policymakers are overlooking a useful forecasting metric, research suggests. That metric: aggregate earnings. When US policymakers are assessing or projecting economic conditions, they often use data collected and reported by…
by Erik Kobayashi-Solomon | Jun 11, 2015 | Commentary, Uncategorized
The following?is an excerpt from IOI’s most recently published Institutional Report on Express Scripts Holdings (ESRX), which was originally commissioned as a piece of bespoke research from one of our…
by Erik Kobayashi-Solomon | Jun 9, 2015 | Commentary, Uncategorized
Economic ?Moats? ? otherwise known as ?durable competitive advantages? ? are a big buzzword in value investing circles these days. Originally mentioned by Buffett, the concept has been popularized by…
by Erik Kobayashi-Solomon | Jun 9, 2015 | Commentary, Uncategorized
The annual Berkshire Hathaway meeting, affectionately dubbed the ?Woodstock of capitalism,? draws about 40,000 fans and shareholders of legendary value investor Warren Buffett, himself inspired by the late Benjamin Graham,…
