Erik Kobayashi-Solomon's guest appearances

Erik Kobayashi-Solomon

Money Tree Investing

Five Good Questions Podcast

The Value Perspective

Vitaliy Katsenelson

Meb Faber

Tobias Carlisle

Michael Mauboussin

Gary Antonacci

Warren Buffett

David Holland

Aswath Damodaran

Roger Whitney

Kris Benson

Jon Vroman

David Osborn

Jason Hartman

Engelo Rumora

Kevin Bupp

OwlTail

Erik Kobayashi-Solomon, author of The Intelligent Option Investor and Forbes contributor, joins Juan and Andy this week to discuss value investing and options. They discuss put options in the context of value, risks retail investors take with options and a dissection of the Black-Scholes Model.  EPISODE MINUTES:  01:08 Introduction 01:52 Erik's background 04:31 What is an option? How do they fit into value investing?  11:46 What is the Black-Scholes model and why isn't it the end-all-be-all for pricing options? 17:10 How can price forecasting be used in value investing? How does it fit in with valuations? 23:09 Why does the industry appear to be obsessed with pinpointing valuations to a certain figure rather than a range? 25:30 How do tail events work within option investing? 29:56 Selling put options instead of buying an underlying stock 37:30  Should retail investors have access to options? 42:30 Book recommendations and a unfavourable outcome that was a result of poor decisions Book recommendations: The Intelligent Option Investor by Erik Kobayashi-Solomon The Essays of Warren Buffet  NEW EPISODES: You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

Erik Kobayashi-Solomon, author of <a href="https://www.amazon.co.uk/Intelligent-Option-Investor-Applying-Investing/dp/007183365X" rel="nofollow" target="_blank">The Intelligent Option Investor</a> and Forbes contributor, joins Juan and Andy this week to discuss value investing and options. They discuss put options in the context of value, risks retail investors take with options and a dissection of the Black-Scholes Model.  EPISODE MINUTES:  01:08 Introduction 01:52 Erik's background 04:31 What is an option? How do they fit into value investing?  11:46 What is the Black-Scholes model and why isn't it the end-all-be-all for pricing options? 17:10 How can price forecasting be used in value investing? How does it fit in with valuations? 23:09 Why does the industry appear to be obsessed with pinpointing valuations to a certain figure rather than a range? 25:30 How do tail events work within option investing? 29:56 Selling put options instead of buying an underlying stock 37:30  Should retail investors have access to options? 42:30 Book recommendations and a unfavourable outcome that was a result of poor decisions Book recommendations: <ul><li><a href="https://www.amazon.co.uk/Intelligent-Option-Investor-Applying-Investing/dp/007183365X" rel="nofollow" target="_blank">The Intelligent Option Investor</a> by Erik Kobayashi-Solomon</li> <li><a href="mailto:https://www.amazon.co.uk/Essays-Warren-Buffett-Lessons-Corporate/dp/1611634091">The Essays of Warren Buffet</a></li> </ul> NEW EPISODES: You can subscribe via <a href="https://schroderstvp.podbean.com/" rel="nofollow" target="_blank">Podbean</a> or use this feed URL (<a href="https://tvpschroders.podbean.com/feed.xml" rel="nofollow" target="_blank">https://tvpschroders.podbean.com/feed.xml</a>) in Apple Podcasts and other podcast players. GET IN TOUCH: send us a tweet: <a href="https://twitter.com/Thevalueteam" rel="nofollow" target="_blank">@TheValueTeam</a> Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

The Value Perspective with Erik Kobayashi-Solomon

In this week's Five Good Questions, we're interviewing Erik Kobayashi-Solomon about his book The Intelligent Options Investor. Erik Kobayashi-Solomon is a 20-year veteran of investment banking, hedge funds, and third-party analysis industry. He is also the co-founder of IOI Investor Services, LLC, a company that helps institutional and individual investors close the gap between their investment responsibility and their skill set. His book, The Intelligent Option Investor, was published by McGraw-Hill as a well-regarded contribution to the value investing community. 1. Many value investors may feel like options are dangerous, I know I did. Why was I wrong to be fearful and how can options be a useful tool for an investor? 2. Assuming your analysis leads you to believe a company is undervalued, why might options be better expression than just buying and holding? What about the element of timing that options introduce? 3. If you don’t believe in the Efficient Market Hypothesis, why should you be especially attracted to options investing? 4. What is delta, and what can it tell us about Mr. Market? 5. What are LEAPS and are they a good first step for a traditional value investor to dip their toe in the options water? How would address the concern that an investor might feel about getting comfortable with the relative trade-offs of premium price vs. tenor and strike price?

In this week's Five Good Questions, we're interviewing Erik Kobayashi-Solomon about his book The Intelligent Options Investor. Erik Kobayashi-Solomon is a 20-year veteran of investment banking, hedge funds, and third-party analysis industry. He is also the co-founder of IOI Investor Services, LLC, a company that helps institutional and individual investors close the gap between their investment responsibility and their skill set. His book, The Intelligent Option Investor, was published by McGraw-Hill as a well-regarded contribution to the value investing community. 1. Many value investors may feel like options are dangerous, I know I did. Why was I wrong to be fearful and how can options be a useful tool for an investor? 2. Assuming your analysis leads you to believe a company is undervalued, why might options be better expression than just buying and holding? What about the element of timing that options introduce? 3. If you don’t believe in the Efficient Market Hypothesis, why should you be especially attracted to options investing? 4. What is delta, and what can it tell us about Mr. Market? 5. What are LEAPS and are they a good first step for a traditional value investor to dip their toe in the options water? How would address the concern that an investor might feel about getting comfortable with the relative trade-offs of premium price vs. tenor and strike price?

5GQ Erik Kobayashi-Solomon - The Intelligent Options Investor

Learn all about options trading in a world where prices are reliant on an opaque financial model. The inflexibility of the model creates interesting value opportunities both with options and equities. Today’s episode is with Erik Kobayashi-Solomon, an expert in     Read more ›  The post  MTI026: The Intelligent Option Investor with Erik Kobayashi-Solomon appeared first on Money Tree Investing Podcast.

Learn all about options trading in a world where prices are reliant on an opaque financial model. The inflexibility of the model creates interesting value opportunities both with options and equities. Today’s episode is with Erik Kobayashi-Solomon, an expert in <a href="http://moneytreepodcast.com/mti026-the-intelligent-option-investor-with-erik-kobayashi-solomon/" rel="nofollow" target="_blank"> </a> <a href="http://moneytreepodcast.com/mti026-the-intelligent-option-investor-with-erik-kobayashi-solomon/" rel="nofollow" target="_blank"> </a> Read more › The post <a href="http://moneytreepodcast.com/mti026-the-intelligent-option-investor-with-erik-kobayashi-solomon/" rel="nofollow" target="_blank"> MTI026: The Intelligent Option Investor with Erik Kobayashi-Solomon</a> appeared first on <a href="http://moneytreepodcast.com" rel="nofollow" target="_blank">Money Tree Investing Podcast</a>.

MTI026: The Intelligent Option Investor with Erik Kobayashi-Solomon