Former hedge fund analyst, banker and Morningstar Market Strategist Erik Kobayashi-Solomon takes a deep look at ExxonMobil in this newly published 1% Focus Report.

This report will show you:

  • Why XOM is not a low-margin commodity producer, but a highly profitable high-tech firm that succeeds because of its intellectual property
  • How XOM's managers have positioned the firm to succeed in a world where drilling for oil no longer makes any sense
  • How Exxon managed to hide an $80B acquisition when it became ExxonMobil

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Insights from Director of Research: Erik Kobayashi-Solomon

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About Erik Kobayashi-Solomon

Erik Kobayashi-Solomon has worked in the financial services industry since 1997 in a variety sell- and buy-side roles in Asia and the United States.

Before joining YCharts as the Director of Research, he served as a buy-side analyst covering Japanese equities, the market risk manager of an $800 million global long-short hedge fund, Morningstar’s Market Strategist and co-editor of the Morningstar OptionInvestor newsletter, the senior analyst supervising a team of semiconductor industry analysts, a senior manager at Morgan Stanley, and as a valuation consultant to the World Bank’s International Finance Corporation.

About the 1% Focus Report:

YCharts 1% Focus Reports look only at the most interesting short and long opportunities that our analysts come across.

They hone in on the valuation drivers underlying a firm in either the top or bottom Value Score deciles in YCharts’ data universe.  The report is designed to be a visual form of financial statement analysis, allowing for an analyst or portfolio manager to understand the financial metrics that drive the focus company’s valuation.

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