Office Hours: Test Valuation of Qualcomm + NXP
This Office Hour session was held on 9/1/2017. We have a great deal of background information on Qualcomm QCOM, the company it is acquiring – NXP NXPI – and on…
This Office Hour session was held on 9/1/2017. We have a great deal of background information on Qualcomm QCOM, the company it is acquiring – NXP NXPI – and on…
After Robert Ruggirello, CFA’s perfect valuation of and prescient call on Gramercy Property Trust GPT, when he said that there was an interesting story about another REIT called STORE Capital…
After posting a new Tear Sheet on IBM in early April, 2018, one of Framework’s partners, Sheila Chesney, suggested that I create a running case study to show how we…
Long-time Framework member, Carey C. sent in a question that Joe and I found really thought provoking. Most of the companies at which we have looked recently seem overvalued. If…
Joe and I have been working with the Brier Fund – a private investment partnership managed by “Superforecasters” from Philip Tetlock’s Good Judgement Project. In fact, the new options course…