An active options strategy designed to complement your long-term portfolio. The Value Gap Framework identifies mispriced companies and uses options to capture the reversion, in any market direction, with defined risk and capital deployed only when opportunities exist.
Most portfolios are built around passive ETFs and long-term equity holdings. Solid foundations, but limited to single-digit annual returns and one direction: up. The Value Gap Framework sits alongside that foundation as an active, high-return complement.
Options compress the timeline, define the risk upfront, and open up both directions. You deploy capital only when a clear mispricing exists, then step aside. In 2024, capital was at risk for just 3 of 12 months, while still delivering a 19% return on capital deployed.
Stock dropped 45% on temporary headwinds. Framework identified the value gap. Position closed at +43% in 2 months.
China exposure and EV transition challenges creating a negative value gap. Same framework, opposite direction. Defined risk, asymmetric payoff.
The Value Gap Screener scores stocks on market positioning, fundamentals, relative valuation, and sentiment. Identifies both overvalued and undervalued opportunities in two minutes using proprietary scoring.
Deep dive into the value gap. Peer comparison, catalyst identification, timeline for reversion. Works identically for bullish setups (undervalued) and bearish setups (overvalued).
Select the options strategy that fits the thesis: spreads, long calls or puts, or multi-leg structures. Every position has defined risk and a known maximum loss. Capital efficiency that lets $10K do the work of $100K in equity.
Position sizing, entry criteria, exit discipline. Maximum two concurrent positions recycled through 2-6-month windows. Temporal diversification borrowed from PE vintage year logic.
Learn the framework, follow the trades, or get one-on-one guidance.
Learn the framework behind a strategy targeting double-digit annual returns with capital at risk only a few months per year.
Follow every trade in real time. Target: double-digit returns on capital deployed. Time commitment: under one hour per week.
One-on-one guidance for investors deploying $20K+ who want personalised trade structuring and accelerated learning.
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.
Foundation assumes no prior options knowledge. The framework is taught from first principles. Community tiers assume basic options mechanics.
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.
The objective is to achieve consistent double-digit returns on an annualised basis. Options strategies carry defined risk, meaning some positions reach max loss. The methodology focuses on consistent process and asymmetric payoff structures, not guaranteed outcomes.
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.
Trades take an average of three months from entry to exit. A monthly subscription doesn't give you enough time to see a full cycle play out. The annual plan lets you follow multiple positions through their complete lifecycle, from screening and entry through management and close.
No. This is financial education. Johann shares his personal analysis process, research methodology, and actual trades for educational purposes. All decisions are your responsibility.
Investors who understand value investing principles but want better capital efficiency and the ability to profit in both directions. Also suited for passive ETF holders looking for an active complement with higher return potential on a small allocation. You can follow along with the analysis, mirror positions, or use the framework to develop your own trade ideas.
Start with the Foundation tier. See the full case studies, learn the methodology, and decide if you want to follow trades in real time with the Community.
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