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Erik Kobayashi-Solomon
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The Intelligent Option Investor
The Intelligent Option Investor

49 followers
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This report provides a transparent, testable view into our fair value range for Whole Foods Markets (WFM).

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I just uploaded an example of an IOI ChartBook report - a valuation and investment structuring report that focuses in on only the handful of drivers that can affect the value of a firm long-term. Please feel free to contact me if you have questions!

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National Oilwell Varco (NOV) -- Is this the Bottom?
[ This article originally appeared on Forbes.com ] One glance at the chart below is enough to prove that it’s been a tough ride for shareholders of the oil drilling equipment maker better known by its nickname “No Other Vendor”. We set out to figure out if ...

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Revenue Dynamics for Express Scripts (ESRX)
Thanks in part to PBM success, the growth
of prescription drug expenditures has slowed to the low- to mid-single digit
level, organic growth for ESRX is not likely to be much above this level.  The industry has consolidated, so the opportunity for acquired ...

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Express Scripts (ESRX) and the PBM Industry
The following is an excerpt from IOI's most recently published Institutional Report on Express Scripts Holdings (ESRX), which was originally commissioned as a piece of bespoke research from one of our institutional clients.

It covers the competitive dynami...

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Back-of-the-Envelope Valuation of GE
Since the announcement that GE would seek to divest the majority of GE Capital , I have been considering how best to model this action from a valuation perspective. The process of divestment is likely to take several years and will be enormously complex, co...

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I spent last week's Forbes article trashing the three main methods people use to pick stocks -- Technical Analysis, Ratio Analysis, and Fundamental Analysis. So now it is time for me to step up to the plate and offer my own suggestion! Here it is...

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A Nice Day to be Long GE
This morning, in a story first broken by the New York Times , General Electric ( GE ) announced that it would divest itself of nearly all its GE Capital assets over the next two years.  This news came on the heels of a widely-disseminated market rumor that ...

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I have just published an IOI Tear Sheet on the largest electronic broker by trade volume in the world--Interactive Brokers. It is, in fact, a terrific company, but a terrific company does not automatically make a terrific investment if you are paying too high of a price for it.

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Revenue Drivers for Interactive Brokers (IBKR)
This article is an excerpt of our recently-released institutional report on Interactive Brokers (IBKR). Here, we discuss the first of the three main valuation drivers--revenues. Figure 1. Source: Company statements, IOI Analysis IBKR’s two business segments...
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