Welcome to the back half of 2016!

On the Wall St calendar September is when it really begins. This note outlines what to expect from IOI this month and when to expect it.

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The content below is our “big pieces” of work for September.  We will continue to post on timely subjects that arise or on external content that we find compelling.

Any questions, just use the form at the bottom to reach out to us.

Have a wonderful month!


IOI’s September Calendar

Week of September 12

The PROCESS of Valuation – Gilead Sciences

Guided Tear Sheet Learning Call on The Business of Express Scripts (ESRX)

SIGNAL Newsletter for September 16, 2016

Week of September 19

Tear Sheet Research on Gilead BioSciences (GILD)

Tear Sheet Research on Chipotle Mexican Grill (CMG)

Valuation Workshop Video Call  – Express Scripts (ESRX)
(September 22 @8:30pm Eastern Standard Time) – SIGN UP!

SIGNAL Newsletter for September 23, 2016

IOI Office Hours #2
(September 24 @ 2:30pm Eastern Standard Time) – SIGN UP!

Week of September 26

ChartBook on Gilead Sciences (GILD)

Investment Structuring Video Call – Express Scripts (ESRX)
(September 29 @ 8:30pm Eastern Standard Time) – SIGN UP!

Covered Call Corner for September 2016

3Q2016 Performance Update on IOI’s Portfolio

SIGNAL for September 30, 2016