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McGuire ValueInvestingCongress 100112

McGuire ValueInvestingCongress 100112

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Published by VALUEWALK LLC
McGuire ValueInvestingCongress 100112
McGuire ValueInvestingCongress 100112

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Categories:Business/Law, Finance
Published by: VALUEWALK LLC on Oct 03, 2012
Copyright:Attribution Non-commercial

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05/12/2013

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8th annual new york  value investing congress
October 1, 2012 • new york, ny 
Perspectives on Book Value
Mick McGuire, Marcato Capital Management
 Join us for the 8th Annual Spring Value Investing Congress in Las Vegas!
To register and beneft rom a special discount go towww.ValueInvestingCongress.com/SAVE
 www.ValueInvestingCongress.com
 
Perspectives
 
on
 
Book
 
Value:Finding
 
Hidden
 
Value
 
on
 
the
 
Balance
 
SheetOctober
 
2012
 
ThisdocumentisconfidentialandintendedsolelyfortheaddresseeandmaynotbepublishedordistributedwithouttheexpresswrittenconsentofMarcatoCapitalManagement,LLC(“Marcato”).Thisdocumentisnotintendedforpublicuseordistribution.ThisdocumentdoesnotconstituteeitheranoffertosellorasolicitationofanoffertobuyanyinterestinanyfundassociatedwithMarcato.Anysuchofferwouldonlybemadeatthetimeaqualifiedoffereereceivesthefundsconfidentialofferingmemorandumandrelatedsubscriptiondocumentation(together,the“OfferingDocuments”).Totheextent,therefore,thereisanyinconsistencybetweenthisdocumentandtheOfferingDocuments,theOfferingDocumentsgoverninallrespects.Figuresprovidedhereinareroundedasapplicable.Informationcontainedhereinisbelievedtobeaccurateand/orderivedfromsourceswhichMarcatobelievestobereliable;howeverMarcatodisclaimsanyandallliabilityastothecompletenessoaccuracyoftheinformationcontainedhereinandforanyomissionsofmaterialfacts.SecuritiesorinvestmentideasarepresentedtoillustrateMarcatostypicalresearchprocessandnottosuggestorshowprofitabilityofanyoralltransactions.Thereshouldbenoassumptionthatanyspecificportfoliosecuritiesidentifiedanddescribedhereinwereorwillbeprofitable.Marcatomay,atanytime,reevaluateitsholdingsinanysuchpositions.
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