by Erik Kobayashi-Solomon | Mar 20, 2015 | Commentary, Uncategorized
In early November, 2014, I published an IOI Tear Sheet featuring a short put investment in Oracle (ORCL) struck at $39 per share and expiring in March 2015. That investment…
by Erik Kobayashi-Solomon | Mar 16, 2015 | Commentary, Uncategorized
Over the weekend, General?Electric announced that?it had sold its consumer finance operations in Australia and New Zealand for?$6.3 billion to a consortium of private equity investors; analysts questioned?by Bloomberg were?generally…
by Erik Kobayashi-Solomon | Feb 24, 2015 | Commentary, Uncategorized
If you were confronted with the following option pricing display, would you know which “Implied Volatility” number most accurately represents the market’s assessment of?the true “Forward Volatility” for this stock?…
by Erik Kobayashi-Solomon | Feb 16, 2015 | Commentary, Uncategorized
An IOI Private Coaching client and I are just working through the valuation section of the course, and for the practicum portion, we decided to analyze a U.S. brokerage and…
by Erik Kobayashi-Solomon | Feb 15, 2015 | Uncategorized
I was very happy to find out that The Framework Investing would be published in the Chinese language by the Chinese subsidiary of McGraw-Hill! Strangely enough, this news came through…
by Erik Kobayashi-Solomon | Feb 9, 2015 | Commentary, Uncategorized
Joe Cornell, CFA, from Spinoff Advisors, sent through an interesting paired investment idea that seems very interesting: Yahoo!?s spinoff of its stake in Alibaba. Spinoffs are difficult for most investors…
