Welcome!

(Edit Profile)

Industry Experience: Add industry experience
Favorite Quote: Add a quote
0/5
Launchpad Completed
0/6
Courses Completed

Framework Launchpad

Welcome to Framework Investing!

These multi-media minicourses introduce you to the main concepts on which we base our work and orient you to the wealth of resources on the site. Each minicourse contains multiple short lessons -- a curated video short or article -- that will help you understand the unique Framework approach to investing. Click "Complete" after each lesson, and when finished with all minicourses, you'll be able to sit down in a one-on-one conference with Frameworks' founders to ask questions and discuss your goals for your Framework experience.

Start
Introduction to Framework Investing
Welcome to Team Framework! These videos and articles offer you a background of what you can expect from Framework in terms of approach, education, and research, and where to find things on our site.
Start
A Sound Framework for Managing Portfolios
Learning how to structure a portfolio intelligently, so that it is effective and efficient is a vital skill to avoid the dreaded Salad Bar Portfolio. The videos and articles here offer our thoughts on how to manage a portfolio.
Start
A Sound Framework for Making Decisions
A great investor is one that consistently makes wise decisions. The videos and articles here introduce our thoughts on what knowledge and skills an investor must have to consistently make wise decisions.  
Start
A Sound Framework for Valuing Investments
The difference between price and value – what a thing costs and what it's worth – is the key distinction to value-based investors. The videos and articles here offer our thoughts on how to confidently assess the value of an investment.
Start
A Sound Framework for Structuring Investments
Options are simple, directional instruments that can be used to tailor an investor's exposure to risk and reward. These videos and articles introduce our thoughts on how a prudent investor can use options in a hybrid portfolio of stocks, options, bonds, and cash.

Suggested Courses - Build Your Skills

Complimentary Mini-Course: The Language of Business
Learning Outcome: Learn to analyze how a business is doing financially by understanding the basics of corporate accounting and financial statements.
  • Parlez-Vous Accounting? Accounting deservedly gets a bad name because (frankly) it is boring and pedantic. In this mini-course we get you oriented to some of the language and concepts of corporate accounting.
Start
Framework Investing 101 – Overcoming Behavioral Biases and Structural Factors
Learning Outcome: Learn to better manage your own human decision biases and get to know the other players in the capital markets.
  • Understand how investing professionals view the markets and why.
  • Develop active strategies to guard against making analysis and decision mistakes and learn how to take advantage of others’ errors.
Start
Framework Investing 102 – Confidently Valuing Stocks
Learning Outcome: Learn Framework's proprietary, step-wise framework for how to value a company (or any other asset!) by focusing on 3 key factors that dictate long term value creation.
  • Understand how to analyze financial statements and learn where “snakes” and “lottery tickets” lie within them.
  • Dive deep into “price” vs. “value” by analyzing different business scenarios’ impacts on growth.
Start
Framework Investing 103 – Exploiting the Options Market
Learning Outcome: Demystify the stock options markets and learn how options uniquely provide you the information to make better investments – whether you actually use options or not.
  • Discover how the use of options can reduce capital at risk while improving returns.
  • Learn to uncover and then invest in mispriced opportunities using hybrid-investment structures.
Start
Introduction to Options

What an options is, how they came into being and the role(s) they serve in modern financial markets.

Start
Option Basics
Please login to view this content.
Start

Forum - Connect to the Community

Macro and Other
Most Recent Topic: Covered Call Corner (22 hours, 14 minutes ago)
Topics: 6 Posts: 15
Here, you can talk about other ideas — quantitative, macro, etc.
Newest Post
Technology
Most Recent Topic: AgTech (22 hours, 18 minutes ago)
Topics: 4 Posts: 16
This is the S&P sector represented by the XLK ETF. Examples: Apple (AAPL), Microsoft (MSFT), Facebook (FB)
Newest Post
Industrials
Most Recent Topic: Bearish Union Pacific Position - 2017 (4 days, 22 hours ago)
Topics: 3 Posts: 10
This is the S&P sector represented by the XLI ETF. Examples: General Electric (GE), 3M (MMM), Honeywell (HON)
Newest Post
General Information
Most Recent Topic: Michael Mauboussin on Decision Making (1 week, 4 days ago)
Topics: 5 Posts: 19
These forums are for alumni and participants of IOI Training sessions and for those with recurring subscriptions. Please keep a civil and respectful tone in your comments and allow this forum to be a welcoming learning environment for all participants. When discussing investment ideas, frame your arguments in terms of the valuation drivers and metrics … Continue reading "General Information"
Newest Post
Consumer Discretionary
Most Recent Topic: 21st Century Fox (FOX) Valuation (3 weeks, 2 days ago)
Topics: 8 Posts: 30
This is the S&P sector represented by the XLY ETF. Examples: Amazon (AMZN), Home Depot (HD), Comcast (CMCSA)
Newest Post
Portfolio Management
Most Recent Topic: Hedging (3 months, 1 week ago)
Topics: 4 Posts: 7
Newest Post
Health Care
Most Recent Topic: GILD (6 months, 4 weeks ago)
Topics: 2 Posts: 7
This is the S&P sector represented by the XLV ETF. Examples: Johnson & Johnson (JNJ), Pfizer (PFE), Merck (MRK)
Newest Post
Consumer Staples
Most Recent Topic: Kroger Investment? (6/16/2017) (8 months ago)
Topics: 5 Posts: 14
This is the S&P sector represented by the XLP ETF. Examples: Procter & Gamble (PG), Coca-Cola (KO), Philip Morris International (PM)
Newest Post
Utilities
Most Recent Topic: OCP - Good for utilities? (1 year, 3 months ago)
Topics: 1 Posts: 1
This is the S&P sector represented by the XLU ETF. Examples: NextEra Energy (NEE), Duke Energy (DUK), Southern Co (SO)
Newest Post
Introductions
Most Recent Topic: Richard Feynman and Thinking Differently (1 year, 3 months ago)
Topics: 1 Posts: 4
Who are you and how did you get interested in investing, value, and options?
Newest Post

Latest Articles - Improve Your Understanding

Note on AgTech
Erik Kobayashi-Solomon
Please login to view this content.
View
Valuation Waterfall and Model for Union Pacific (UNP)
Erik Kobayashi-Solomon
Please login to view this content.
View
New Options for Intelligent Investors Course Syllabus
Erik Kobayashi Solomon
Please login to view this content.
View
February 2018 NO Covered Call Candidates
Joe Miramonti
Please login to view this content.
View
Bearish Call Spread Tear Sheet on Union Pacific (UNP)
Erik Kobayashi-Solomon
Please login to view this content.
View

Guided Tear Sheets Case Studies

Guided Tear Sheet – Union Pacific (UNP) – April 2017
Please login to view this content.
Start
Guided Tear Sheet – Caterpillar (CAT) – January 2017
Please login to view this content.
Start
Guided Tear Sheet – Zimmer Biomet (ZBH) – December 2016
Please login to view this content.
Start
Guided Tear Sheet – Garmin Ltd. (GRMN) – October 2016
Please login to view this content.
Start
Guided Tear Sheet – Gilead Sciences (GILD) – September 2016
Please login to view this content.
Start