Who Are the Value Guys!
We are career Wall Street analysts with strong opinions that get watered down by committees
filled with stuffed shirts and bureaucrats. We're paid too much to complain about it at work, so
we've gone underground to give you our unvarnished opinions without fear of being fired!
The Value Guys' current mission is to offer at least s few new value ideas each week, and very
little else. Our entirely off-the-cuff weekend opinions are based on many years of experience,
strongly held convictions and very little actual analytical work, so USE WITH CAUTION. Please
assume we have no idea what we're talking about and that we may be completely making up
everything we say. All of our comments on this show are for ENTERTAINMENT PURPOSES ONLY!
Ordinarily, when we're at work, our professional opinions are based on a careful evaluation of
business fundamentals. Unfortunately, here on the show we pay far less attention to that than
we should. During the workweek we carefully examine such keystones to intrinsic value as return
on invested capital, free cash flow yield, liquidation value, market share trends, potential for
revenue growth and margin expansion. Again, unfortunately for listeners, we may pay no attention
to that whatsoever here on the show. Because weekend stock discussions are just a hobby and
we're often sleepy (or worse) after a long workweek , we may completely forget to analyze some
extremely critical element of a stock's value. We may, in fact, be drinking heavily - so BE WARNED
and BEWARE! OOPS.! Obviously, our opinions about stock price movements will usually be very,
very, very, very wrong! We may or may not own shares in the stocks we talk about. We may or
may not have enormously lucrative arrangements with the management teams of the stocks we
talk about. (We wish!)
The Value Guys! are not affiliated with any profit seeking entity, and offer these shows as a public
service with the hope that value investors might view us as a source of new ideas for your inbox.
We are career Wall Street analysts with strong opinions that get watered down by committees
filled with stuffed shirts and bureaucrats. We're paid too much to complain about it at work, so
we've gone underground to give you our unvarnished opinions without fear of being fired!
The Value Guys' current mission is to offer at least s few new value ideas each week, and very
little else. Our entirely off-the-cuff weekend opinions are based on many years of experience,
strongly held convictions and very little actual analytical work, so USE WITH CAUTION. Please
assume we have no idea what we're talking about and that we may be completely making up
everything we say. All of our comments on this show are for ENTERTAINMENT PURPOSES ONLY!
Ordinarily, when we're at work, our professional opinions are based on a careful evaluation of
business fundamentals. Unfortunately, here on the show we pay far less attention to that than
we should. During the workweek we carefully examine such keystones to intrinsic value as return
on invested capital, free cash flow yield, liquidation value, market share trends, potential for
revenue growth and margin expansion. Again, unfortunately for listeners, we may pay no attention
to that whatsoever here on the show. Because weekend stock discussions are just a hobby and
we're often sleepy (or worse) after a long workweek , we may completely forget to analyze some
extremely critical element of a stock's value. We may, in fact, be drinking heavily - so BE WARNED
and BEWARE! OOPS.! Obviously, our opinions about stock price movements will usually be very,
very, very, very wrong! We may or may not own shares in the stocks we talk about. We may or
may not have enormously lucrative arrangements with the management teams of the stocks we
talk about. (We wish!)
The Value Guys! are not affiliated with any profit seeking entity, and offer these shows as a public
service with the hope that value investors might view us as a source of new ideas for your inbox.
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Who Are
the Value Guys!
the Value Guys!
