by Erik Kobayashi-Solomon | Feb 3, 2015 | Commentary, Uncategorized
A?friend of mine, Brent,?who has a lot of experience investing in oil companies and projects–sent through an idea for an option investment in a company called Whiting Petroleum (WLL). He?has…
by Erik Kobayashi-Solomon | Feb 1, 2015 | Commentary, Uncategorized
A question came in today from Sheila C., a Registered Investment Advisor who started an IOI Private Coaching course after reading The Framework Investing. She asks a great question about…
by Erik Kobayashi-Solomon | Jan 21, 2015 | Commentary, Uncategorized
This blog posting is the second in a series. Please also see the previous post, which discussed the effect of lower oil prices on GE?s Oil & Gas segment. In…
by Erik Kobayashi-Solomon | Jan 21, 2015 | Commentary, Uncategorized
Financing companies are not ?normal? companies and their assets are not ?normal? assets. A financing company?s main asset is the cash it loans to customers. Unlike a manufacturer?s assets?a metal-bending…
by Erik Kobayashi-Solomon | Jan 19, 2015 | Commentary, Uncategorized
A very common behavioral bias is called “Anchoring.” In short, anchoring means that humans tend to place too much emphasis on whatever data is easily available to them, whether that…
by Erik Kobayashi-Solomon | Jan 16, 2015 | Commentary, Uncategorized
The Wall Street Journal reported this morning?(paywall) that Target TGT had decided to pull out of Canada, after sinking billions of dollars and two years of effort there. When I…
