November 19, 2016

Erik Kobayashi-Solomon , IOI Investor Services LLC

Founder of IOI Investor Services, LLC and Author of The Intelligent Option Investor

Great Investors are Mindful Investors

Stress and money seem to run hand in hand in circles together around us, much like my 2 year old, arms waving and screaming. The holiday season has apparently gone…

The post Great Investors are Mindful Investors appeared first on IOI .

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More from Erik Kobayashi-Solomon

Erik Kobayashi-Solomon, IOI Investor Services LLC

Howard Marks on Business Cycles and the Option Value of Cash

As I mentioned in my last article, I recently had the pleasure of attending MOI Global’s Latticework 2018 Conference, at which legendary investor Howard Marks was one of the featured… The post Howard Marks on Business Cycles and the Option Value of ...

Sep 14, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Finally an Intelligent Approach to Black Swan Investing

Listening to investing practitioners and pundits talk, the lay person might get the impression that investing is a rational application of microeconomics and mathematical principles. This impression is false. The… The post Finally an Intelligent ...

Sep 07, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Conference Souvenirs: Five Interesting Small Cap Ideas

Yesterday, I spent the day at the Midwest IDEAS Conference sponsored by Three Part Advisors, and held at the Gwen Hotel in the City of Big Shoulders, Chicago, Illinois. Three… The post Conference Souvenirs: Five Interesting Small Cap Ideas appeared ...

Aug 30, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Don’t Be an Investing Patsy

Poker players must have smiled when the great investor, Warren Buffett, quoted one of their aphorisms in a 1987 investor letter. “If you are sitting at a poker table for… The post Don’t Be an Investing Patsy appeared first on Framework Investing . ...

Aug 28, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Oracle: The Leopard is Finally Changing Its Spots

I have had good reasons to own Oracle and to recommend Framework Investing members to buy it over the past few years. The company has a very strong franchise in… The post Oracle: The Leopard is Finally Changing Its Spots appeared first on Framework ...

Aug 06, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Option Expiration: IBM Case Study

The option investment we originally published to our Framework Investing members on April 11 of this year and detailed in a series of case study articles is expiring today! When… The post Option Expiration: IBM Case Study appeared first on Framework ...

Jul 20, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Two Crucial Questions for GE Investors

Figure 1. Source: GE Framework Investing subscribers know that I have plenty of egg on my face from my statements about GE: I did not think… The post Two Crucial Questions for GE Investors appeared first on Framework Investing . RSS Import: Original ...

Jul 06, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Option Assignment: IBM Case Study

In late April, we began a case study series investigating how one might use options to express a bullish investment opinion in IBM. This case study was based on a… The post Option Assignment: IBM Case Study appeared first on Framework Investing . RSS ...

Jul 02, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Why Twitter is a Cash-Burning Machine

I was surprised to hear two stock analysts discussing micro-blogging sensation, Twitter, saying how strong of a free cash flow generator the company is. Knowing the struggles the company has… The post Why Twitter is a Cash-Burning Machine appeared ...

Jun 12, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Good Things are in Store for STORE Capital (STOR)

In a recent Framework Investing Office Hour session, I spoke with one of Framework's members — hedge fund alum and New York City-based institutional investor, Robert Ruggirello, CFA — about… The post Good Things are in Store for STORE Capital (STOR) ...

Jun 06, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Is Netflix Uninvestable? Two Insiders Weigh In

In our Framework Investing Office Hour sessions last week, we had several good discussions – one on autonomous vehicles, the other about our recent research and articles on Netflix. One… The post Is Netflix Uninvestable? Two Insiders Weigh In ...

May 22, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Netflix is Uninvestable

A great advantage of having a robust framework to assess investments is that it is easy to figure out where the risk in a particular idea is. Our recent members-only… The post Netflix is Uninvestable appeared first on Framework Investing . RSS ...

May 18, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Office Hour Recap Videos: IBM Case Study

Last weekend, we held the second of two open Office Hour sessions regarding our recent Case Study series on IBM. For those who were unable to attend, we’re posting videos… The post Office Hour Recap Videos: IBM Case Study appeared first on Framework ...

May 10, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

May 2018 Covered Call Corner Update: Berkshire Hathaway

Please login to view this content. The post May 2018 Covered Call Corner Update: Berkshire Hathaway appeared first on Framework Investing . RSS Import: Original Source

May 09, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Managing an Option Investment: IBM Case Study

This is the final article in a case study series related to our valuation of and investment in IBM. You can find the earlier articles in the series through these… The post Managing an Option Investment: IBM Case Study appeared first on Framework ...

May 04, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Applying the Scientific Method to Investing: IBM Case Study

This is the fourth article in a case study series related to our valuation of and investment in IBM. You can find the earlier articles in the series through these… The post Applying the Scientific Method to Investing: IBM Case Study appeared first on ...

May 04, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Fact-Based Valuation: IBM Case Study

In our previous article in this Option Investing Case Study on IBM (article 1, article 2), we showed that we had invested in IBM by accepting downside price risk in… The post Fact-Based Valuation: IBM Case Study appeared first on Framework Investing ...

Apr 30, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Options Offer More Options: IBM Case Study

This is the second article in our Case Study series on IBM (read our first article). It explains the economics of our option investment in IBM and answers the following… The post Options Offer More Options: IBM Case Study appeared first on Framework ...

Apr 26, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Entering and Managing an Option Investment: IBM Case Study

On April 11, I published a Tear Sheet (see below) to Framework members detailing an option investment in the bellwether of “Old Tech” – IBM. The company was scheduled to… The post Entering and Managing an Option Investment: IBM Case Study appeared ...

Apr 25, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

A Professional’s Watch List

Last month Framework initiated a discussion on investing in a fully valued market prompted by a question from one of our members, Carey C. In our summary of that conversation,… The post A Professional’s Watch List appeared first on Framework ...

Apr 20, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

The Trump Market: Our Best-Case Scenario…So Far

In late November, 2016, shocked and concerned by Donald Trump’s dark horse Presidential victory, we published a research report to Framework members entitled “Investment Implications of a Trump Presidency”. Five… The post The Trump Market: Our Best- ...

Apr 17, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Facebook (FB) Under Attack and Under Valued

Please login to view this content. The post Facebook (FB) Under Attack and Under Valued appeared first on Framework Investing . RSS Import: Original Source

Apr 11, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Portfolio Thinking for a Fully Valued Market

Over the last month we have seen the sometimes dramatic return of price volatility to US stock markets. Interestingly, volatility impacts in other asset markets have been more muted. This… The post Portfolio Thinking for a Fully Valued Market ...

Mar 21, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Superforecasters See Parallels Between Brexit and ‘America First’

Readers in the United States may be too overwhelmed by news stories regarding porn stars, presidents, and prosecutors to recall that there is another high-stakes international drama playing out just… The post Superforecasters See Parallels Between ...

Mar 20, 2018

Erik Kobayashi-Solomon, IOI Investor Services LLC

Making Better Investment Decisions – A Professional’s Journey

The Valuation Process – The Core of the Investment Process I’ve spent about forty years learning about investing. It’s been a labor of love. Today, it’s my practice. I manage… The post Making Better Investment Decisions – A Professional’s Journey ...

Mar 10, 2018

Global Climate Investing Survey 2025

Sponsored by Robeco

Our fifth annual survey shows that enthusiasm for climate investment continues to vary by region. Europe has reclaimed its leadership from Asia-Pacific, which topped last year’s survey, while interest in the US has dropped to new lows.

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