Office Hours: Nike Valuation
This Office Hour session was held on 10/12/2017 and discusses our valuation of iconic sportswear brand, Nike (NKE). We were originally asked to look at Nike’s valuation by a long-time…
Courses
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Office Hours: Managing a "Hybrid" Portfolio
This Office Hour session was held on 10/5/2017 and discusses our thoughts on managing a portfolio that has a mixture of stocks and options. This topic was requested by a…
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Office Hours: Sharpening our Forecasts for GE Profitability
This Office Hour session was held on 9/29/2017 and takes a close look at near-term business conditions and profitability for General Electric. We have written extensively about GE in the…
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Office Hours: Analyzing JPM Report on GE
This Office Hour session was held on 9/14/2017 and looks at the economic arguments made by JP Morgan’s analyst C. Stephen Tusa, Jr., CFA in his report on General Electric.…
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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…