by Erik Kobayashi-Solomon | Apr 20, 2015 | Commentary, Uncategorized
Back in the early 2000s, I read an academic paper co-authored by Harvard economist, former Secretary of the Treasury, and former chief economist of the World Bank, Larry Summers, that…
by Erik Kobayashi-Solomon | Apr 17, 2015 | Commentary, Uncategorized
Participants in the Spring 2015 IOI Option and Valuation Boot Camp will be meeting again via web conference to present their own investment ideas and presentations to the rest of…
by Erik Kobayashi-Solomon | Apr 13, 2015 | Commentary, Uncategorized
Reading through news stories at lunchtime, I happened across a Bloomberg article referring to some research done by Morgan Stanley’s U.S. equity strategist saying that investors should ignore the old…
by Erik Kobayashi-Solomon | Apr 10, 2015 | Commentary, Uncategorized
This morning, in a story first broken by the New York Times, General Electric (GE) announced that it would?divest itself of nearly all its GE Capital assets over the next…
by Erik Kobayashi-Solomon | Apr 8, 2015 | Commentary, Uncategorized
This article is an excerpt from our recently-published report on Interactive Brokers (IBKR) and investigates the dynamics of the first of three valuation drivers–revenues IBKR?s two business segments have subtly…
by Erik Kobayashi-Solomon | Mar 21, 2015 | Commentary, Uncategorized
On March 20, 2015, I held a conference call to go through a presentation about IOI’s valuation range methodology and how you can use the Fair Value Estimator tool on…
