The dog days of summer are upon us! This note outlines what to expect from IOI this month and when to expect it. In true “Wall St-in-August” fashion, Team IOI’s principals have some time out of the office. In addition, we wanted to initiate a “what’s coming” note to you all at the beginning of every month! We hoped it would give members an opportunity to plan better and we could get some feedback from you on planned content.


The content below is our “big pieces” of work for the coming month.  We will continue to post on timely subjects that arise or on external content that we find compelling.  Have a wonderful month!

August 1-6

Prepare for a World of Sexy Grocery (IOI note on Grocery Retailing)

IOI Signal Digest Monthly Newsletter (July 2016)

IOI OFFICE HOURS #1 – August 4 @ 8:30p

1H2016 IOI Investment Performance Review

IOI Signal for August 5, 2016

August 7-13

IOI Tear Sheet – Express Scrips (ESRX)

IOI Guided Tear Sheet Learning Call on Whole Foods – August 11 @ 8:30p EST

IOI Signal for August 12, 2016

IOI August OFFICE HOURS #2 – August 13 @ 2:00p EST

August 14-21

IOI Out of Office Week

August 22-28

A Follow Up on our Procter & Gamble Analysis (PG)

A Checklist for the Household Investment Manager

IOI ChartBook – Express Scrips (ESRX)

IOI Signal for August 26, 2016

August 29 – September 4

IOI Tear Sheet – Chipotle Mexican Grill (CMG)

IOI Signal for September 2, 2016

Please Contact Us using the form below if you have any questions or feedback on the above.  We value all your comments and look forward to talking with you about all our investing topics.

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