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Introduction to Framework Investing

11 Lessons in

beginner

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…

A Sound Framework for Managing Portfolios

9 Lessons in

beginner

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…

A Sound Framework for Making Decisions

9 Lessons in

beginner

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…

A Sound Framework for Valuing Investments

12 Lessons in

beginner

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…

A Sound Framework for Structuring Investments

10 Lessons in

beginner

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…

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Guided Tear Sheet - Union Pacific (UNP) - April 2017

17 Lessons in

intermediate

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Guided Tear Sheet - Caterpillar (CAT) - January 2017

21 Lessons in

master

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Guided Tear Sheet - Zimmer Biomet (ZBH) - December 2016

17 Lessons in

beginner

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Guided Tear Sheet - Garmin Ltd. (GRMN) - October 2016

22 Lessons in

intermediate

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Guided Tear Sheet - Gilead Sciences (GILD) - September 2016

20 Lessons in

master

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Framework Investing 101 - Overcoming Behavioral Biases and Structural Factors

15 Lessons in , ,

intermediate

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.

Framework Investing 102 – Confidently Valuing Stocks

11 Lessons in , ,

intermediate

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.

Framework Investing 103 - Exploiting the Options Market

16 Lessons in , ,

intermediate

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.

Category Course Category

Introduction to Options

12 Lessons in , ,

beginner

This is the first in our Options for Intelligent Investors series. In this course, we introduce what options are, how they came into being and the role(s) they serve in modern financial markets.

Option Basics

13 Lessons in , ,

beginner

In this course – second in our Options for Intelligent Investor series – we introduce our distinctive method for visualizing option risk and reward while teaching you some inescapable option jargon. By the time you finish this course, you will understand why we say that options are peerless financial tools for tailoring investment risk and reward.

Option Market Mechanics

11 Lessons in , ,

intermediate

Progressing on from the introductory mini-courses in our Options for Intelligent Investor series, we delve into important operational details about the option market – expiration cycles, transaction volume measures, and “notional value” – and also discuss the role of market makers and institutional investors.

Option Prices & Pricing

17 Lessons in , ,

intermediate

In this course – part of the Options for Intelligent Investors series – we explain how an option pricing screen is set up, how prices are generated using option pricing models, and discuss nuances of option pricing that sometimes trip up newcomers to options.

Advanced Option Pricing: Understanding and Using the Greeks

10 Lessons in , ,

beginner

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Understanding Volatility

12 Lessons in , ,

beginner

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Understanding and Measuring Leverage

19 Lessons in , ,

beginner

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Office Hours: Using REITs to Hedge Inflation and the Stock Market

0 Lessons in

One thing that Joe and I think is really an untapped resource at Framework is the professional background of our Framework members. We are trying to bring this experience into the forefront, both with some technological changes we’re going to be rolling out soon and with events like this Office Hour session, which was held on November 16, 2017.

The whole idea behind Framework is to create a community of knowledgeable, well-trained investors who can assess investment opportunities while drawing from the experience of the rest of the community.

One of Framework's members, Robert Ruggirello, CFA, is . . .

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Alumni Mini-Course: Valuing a Company Using the Framework Investing Model

11 Lessons in

intermediate

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