About

The Intelligent Option Investor

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. Whether you are an investment industry insider or not, IOI’s training can make you more competent and more confident.

IOI’s proprietary method transforms YOU as an investor by teaching you how to identify and exploit asymmetric value investment opportunities.

You will learn:

  • To make more sound investment decisions by understanding your own motives and biases as well as those of other important market participants.
  • 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 to arrive at reasonable valuation scenarios.
  • How to create unique investing strategies using stock, cash and options that generate income, protect gains and boost growth.
IOI tangibly builds your investing skill set in 3 key ways:

IOI Coursework: Our tiered curriculum allows for individuals of all investing skill levels to benefit from IOI Training.

IOI Educational Investment Research: IOI’s research is published with the goal both investment and learning success. Realistically, not every company we look into at IOI can be a “great investment”. But every analysis we do represents an important learning opportunity for our course alumni and members.

Ongoing Learning Support/Access: IOI knows from experience that truly investment skill and confidence is built over time and, most successfully with the aid of mentorship. For this reason, we offer tiered memberships to ensure you get the going support and help you need to put your IOI education to its highest and best use!

Erik Kobayashi-Solomon, IOI’s Founder

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.

Wall Street & Hedge Fund Alumnus
  • Head of Listed Derivatives Operations – Morgan Stanley in Tokyo, Japan only one year after joining the firm. Erik worked for Morgan Stanley in Tokyo & New York.
  • Owner, Principal Architect – QED Capital Partners index hedge fund.
  • Chief Risk Manager – Ironbound Capital ($800M) global long-short equity hedge fund. Erik designed and traded option-based hedges, worked on quantitative strategies, and conducted fundamental analysis of Japanese equities.
Research & Consulting Professional
  • Head – Semiconductor Industry Analyst Team – Morningstar Investor Services
  • Co-Head Morningstar OptionInvestor Service – Morningstar Investor Services. Driving force behind the newsletter analyst service and OptionInvestor Education curriculum.
  • Market Strategist – Morningstar Institutional Investor Services
  • Director of Research – YCharts Investment Services
  • Principal Consultant – The World Bank Group’s International Finance Corporation (IFC) – commissioned to create a model to value the institution’s emerging market private equity investments. Erik’s model is used by World Bank analysts and portfolio officers the world over.
The Intelligent Option Investor

“Erik knows–and lays out here–that to use options successfully, you need to understand the underlying stock and its valuation first. This is one of few books on options that teaches this fruitful, combined approach. And that’s why it works.” Jeff Fischer, advisor, Motley Fool Options

“In addition to showcasing Erik’s expertise in developing option investment strategies…, this book delivers the information in a way that’s accessible to individual investors.” Joe Mansueto, founder, chairman and CEO, Morningstar, Inc.

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