Acclaimed author, Erik Kobayashi-Solomon, transforms students into institutional-caliber investors. Double index returns while putting less capital at risk.
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The IOI Path teaches you to invest with institutional-caliber skills for better, more repeatable results. Our methodology has doubled index returns while putting less capital at risk.
Step 1
Gain access to IOI’s FREE and timely, proprietary investment research and commentary
Step 2
IOI’S Coursework teaches basic market understanding, valuation and advanced investment structuring
Step 3
Become expert through practice and MENTORING from IOI Principals and Community
Make more sound investment decisions by understanding your own motives and biases as well as those of other important market participants.
Learn a proven, focused and repeatable investment valuation and analysis process that teaches you the 3 Key Drivers of Durable Company Value and how to apply those drivers.
Create unique investing strategies using stock, cash and options that generate income, protect gains and boost growth.
Create unique investing strategies using stock, cash and options that generate income, protect gains and boost growth.
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Built on nearly 20 years of Wall St., Capital Markets and Hedge Fund investment analysis and strategy development experience, IOI’s mission is to bring institutional investment methodologies to highly engaged investors of all types.
Competence comes from gaining new skills and/or improving the skills you have. As investors, we believe we understand the markets, valuation and maybe even option strategies. IOI’s curriculum is designed to push your skills in these areas toward the caliber of an institutional money manager.
Confidence comes from your improved competence and IOI’s ongoing support network. Becoming confident enough to design and implement your own investing strategies takes a place to practice, like IOI’s research, webinars and community, and a bit of mentoring from someone more deeply experienced, like IOI’s principals.
IOI knows that education is nothing without results. The first change you will notice is your development of and reliance on a disciplined, thoughtful process to evaluate investments and create strategies. This will change how you look at investing and how you work with other people to invest. The second change will come as your process improves your returns.
IOI’s valuation and investment strategy more than doubled the S&P500’s return for the same period and almost tripled returns vs. an ORCL shareholder! IOI did this while taking LESS total capital risk. This is the benefit of learning and applying asymmetric value investment strategies.
Rolling over each dot below shows the IOI investment in ORCL at that time.
End June 2013
IOI values ORCL in a range between $37 and $49/share. Price = $31 vs. Value = $41 (IOI’s likely fair value estimate).
End June, Beginning July, 2013
1. SELL $30 PUTS expiring Aug ’13. BUY $37 CALLS expiring Jan ’15.
2. BUY 200 Shares ORCL at $30/share. SELL $30 PUTS expiring Aug ‘13. BUY $20 CALLS expiring Jan ’15.
August 2013
August 2013 PUTS expire worthless, IOI kept the option premium paid to it.
December 2013
IOI closes our Jan ’15 CALLS at 10x our investment per share.
March 2014
IOI closes our CALLS at just over 2x our investment per share.
November 2014
SELL $39 PUTS expiring Jan ‘14 for $1.90/share in premium realized.
October 2015
SELL $37 PUTS expiring Jan ’16 for $3.30/share in premium received.
END 2015
IOI Position – 200 Shares (no leverage); potential exposure to 200 more shares through open Oct 2015 PUTS.
Erik’s broad range of expertise in investments is built from his nearly 20 years on the sell-side, buy-side, and in third-party research and analysis.
Erik has been invited to speak at distinguished universities such as the University of Chicago’s Booth School of Business and Northwestern University’s Kellogg School of Management as well as to influential industry groups such as the New York Society of Securities Analysts (NYSSA) and at the Value-X Investor Conference.
Do not hesitate to reach out with questions or comments below. An IOI representative will be in touch within 1 business day.
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