Institutional methodology for individual investors

Profit from what the market misprices.
Up or down.

The Value Gap Framework identifies quality companies where market price has diverged from fundamental value. Then uses options to capture the reversion, bullish or bearish, with defined risk and amplified returns. Market direction is irrelevant. Mispricing is the opportunity.

Start FreeSee the Framework
43%
LULU bull trade
4 months, defined risk
15+
Years M&A and PE
Institutional background
62%
Win rate
Across all positions
2-way
Bull and bear
Profit in any market direction
The Options Advantage

Traditional value investing waits.
This captures.

Standard value investing identifies undervalued companies and buys equity. You wait, often for years, for the market to agree with you. You can only profit when prices go up. And your entire capital is at risk the whole time.

The Value Gap Framework uses options to compress the timeline, define the risk upfront, and profit in both directions. Bull call spreads when the market underprices quality. Bear put spreads when it overprices weakness. $10K in capital does the work of $100K in equity, with the maximum loss known before you enter.

Bullish Setup
LULU Bull Call Spread
Stock dropped 45% on temporary headwinds. Framework identified the value gap. $1,400 position, closed at +43% in 4 months.
+43%
Bearish Setup
Mercedes-Benz Bear Put Spread
China exposure and EV transition challenges creating a negative value gap. Same framework, opposite direction. Defined risk, asymmetric payoff.
Active thesis
Bullish Setup
LULU Bull Call Spread
+43%+

Stock dropped 45% on temporary headwinds. Framework identified the value gap. $1,400 position, closed at +43% in 4 months.

Jul — Nov 2024
Bearish Setup
Mercedes-Benz Bear Put Spread
Active+

China exposure and EV transition challenges creating a negative value gap. Same framework, opposite direction. Defined risk, asymmetric payoff.

$1,400
Capital deployed on LULU trade
vs $24,000 for 100 shares
17x
Capital efficiency multiplier
Same directional exposure, fraction of capital
100%
Max loss known at entry
Defined risk on every position
The Process

Four steps from screening to execution.

01
Screen

The Value Gap Screener scores stocks on market positioning, fundamentals, relative valuation, and sentiment. Identifies both overvalued and undervalued opportunities in two minutes.

02
Analyse

Deep dive into the value gap. Peer comparison, catalyst identification, timeline for reversion. Works identically for bullish setups (undervalued) and bearish setups (overvalued).

03
Structure

Bull call spreads when the market underprices. Bear put spreads when it overprices. Defined risk on every position. Capital efficiency that lets $10K do the work of $100K in equity.

04
Execute

Position sizing, entry criteria, exit discipline. Maximum two concurrent positions recycled through 3-month windows. Temporal diversification borrowed from PE vintage year logic.

Pricing

Choose your level of depth.

Start free. Upgrade when you want the full picture.

Foundation
Free

Learn the Value Gap Framework and see how a single trade returned 43% in 4 months.

+Introduction to Value Gap investing with options
+Full LULU case study: bull call spread, 43% return
+Mercedes-Benz bear thesis walkthrough
+Value Gap Screener demo access
+Published analysis library (long and short setups)
Start Free
Most Popular
Community
$79/month

Every deep dive, every trade, every tool. Full transparency on the process.

+Everything in Foundation
+Discord: all analysis deep dives (bull and bear)
+Live trade journal with entries, exits, rationale
+Value Gap Screener, full access
+Weekly market scan: bullish and bearish setups
+Direct Q&A with Johann and community
Join the Community
Limited Seats
VIP
$497/month

One-on-one guidance applying the framework to your portfolio and market conditions.

+Everything in Community
+Monthly 1-on-1 strategy call (60 min)
+Personalised trade structure reviews
+Priority access to new research and tools
+Private VIP channel
+Early access to advanced modules
Apply for VIP
About

Built by a practitioner,
not a theorist.

Johann spent 15+ years in M&A advisory and private equity before building the Value Gap Framework. The methodology draws directly from how institutional investors evaluate companies: multiples on forward earnings, cash conversion analysis, competitive positioning. No DCF fantasies.

The options overlay came from a straightforward observation: if you already have a time-bound thesis on a company's value, why tie up capital in equity when you can express the same view with a fraction of the capital and defined downside? And why limit yourself to bullish bets when you can profit equally from overvaluation? That is the core of the Value Gap approach.

Background
M&A Advisory
Private Equity
Renewable Energy Development
Qualifications
CAIA Charterholder
15+ years institutional experience
Methodology
Value Gap Screener (proprietary)
OCF/Gross Profit cash conversion
Temporal diversification (vintage year logic)
Defined-risk options: bull and bear structures
FAQ

Common questions

Do I need options experience?+

Foundation assumes no prior options knowledge. The framework is taught from first principles. Community and VIP tiers assume basic options mechanics.

Can this work in a bear market?+

The framework identifies mispricings in both directions. Bear put spreads profit when overvalued companies correct downward. The Mercedes-Benz analysis is a real example of a bearish setup. Market direction is irrelevant to the methodology.

What kind of returns can I expect?+

Past results are not indicative of future performance. Options strategies carry defined risk, meaning some positions reach max loss. The methodology focuses on consistent process and asymmetric payoff structures, not guaranteed outcomes.

How is this different from other options courses?+

Most options education teaches mechanics. This teaches a complete investment process: fundamental analysis, valuation, catalyst identification, then options as the execution tool. Built from 15 years of institutional deal evaluation, not trading theory.

Can I cancel my subscription?+

Yes, cancel anytime. No lock-in, no commitments.

Is this investment advice?+

No. This is financial education. Johann shares his personal analysis process, research methodology, and actual trades for educational purposes. All decisions are your responsibility.

Start with the framework.

The Foundation tier is free. See the full LULU case study, the Mercedes-Benz bear thesis, and learn the methodology. Then decide if you want to go deeper.

Start Free