by Erik Kobayashi-Solomon | Jun 1, 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…
by Erik Kobayashi-Solomon | May 28, 2015 | Commentary, Uncategorized
In addition to the full IOI Institutional Report covering Interactive Brokers mentioned in my previous post, I am posting a brief overview presentation on the company here. The capstone of…
by Erik Kobayashi-Solomon | May 28, 2015 | Commentary, Uncategorized
I just posted the IOI Institutional Report covering Interactive Brokers (IBKR) on the institutional research portal, Harvest. This was originally published to IOI institutional clients and to Boot Camp participants…
by Erik Kobayashi-Solomon | Apr 28, 2015 | Commentary, Uncategorized
The blogosphere is tittering about Apple’s AAPL second quarter earnings report, I decided to take a look back at the valuation report I did on the company in October of…
by Erik Kobayashi-Solomon | Apr 27, 2015 | Commentary, Uncategorized
Since the announcement that GE would seek to divest the majority of GE Capital, I have been considering how best to model this action from a valuation perspective. The process…
by Erik Kobayashi-Solomon | Apr 22, 2015 | Commentary, Uncategorized
A reader of The Framework Investing just wrote Erik with a good question about what the book calls “The most useful of the Greeks”–Delta. Many people have heard the term…
