by Erik Kobayashi-Solomon | Mar 3, 2016 | Commentary
[This article originally appeared on Forbes.com] One glance at the chart below is enough to prove that it’s been a tough ride for shareholders of the oil drilling equipment maker better known by its nickname “No Other Vendor”. We set out to figure out if NOV’s stock...
by Erik Kobayashi-Solomon | Feb 26, 2016 | Commentary
With oil prices bouncing around $30 / bbl., we’ve gotten interested in investments in the Energy sector. As part of this, we’ve been doing a bit of work on National Oilwell Varco (NOV), an oil drilling equipment supplier known in the industry by its...
by Erik Kobayashi-Solomon | Feb 26, 2016 | Research
Detailed research note regarding demand environment for NOV’s operations Loading... Taking too long? Reload document | Open in new tab Download [396.18 KB] Download PDF...
by Erik Kobayashi-Solomon | Jun 2, 2017 | Commentary
There’s a good reason why adventure movies feature imminent threats to the hero and his love interest’s lives by a clear and present physical enemy. For hundreds of thousands of years, humans died young from warfare, predation, or accident. We are...
by Erik Kobayashi-Solomon | Apr 11, 2017 | Research
This month, we screen for attractive “bond replacement” investment candidates using new holdings of the Ariel Focus Fund (ARFFX), managed by Charles K. Bobrinskoy. We have selected the top ten stocks that this fund reported purchasing in the first quarter of 2017, and...
