Self Directed Investors
If you manage your own portfolio
You have a passion for investing.
But you also have other day to day responsibilites keeping you busy.
You need something that can:
perform in-depth financial analysis
save you time from tedious data entry
find quality stocks to invest in
Old School Value is a ready made solution because building your own valuation spreadsheet is time intensive.
What's more, you will deepen your understanding of financial analysis and make quicker, smarter and well informed decisions.
Fund managers, analysts and advisors
Your day is busy.
With Old School Value:
get a good feel for a stock in just a few minutes
focus more time and energy on reading proxy statements
go over the footnotes in the financial reports
respond and communicate confidently with clients about buying/selling securities
That's not all, Old School Value is less than one tenth the price of a Bloomberg Terminal but provides more fundamental data and gives you the ability to edit and add your own favorite metrics.
New to investing and learning
This is not for beginners. A learning curve is required because the valuation methods in the models. Unless you know what you are doing, you will be overwhelmed.
With effort you will be able to learn how to use it effectively like some members. However it will be too complicated for very new investors.
The benefit is that you will:
learn how to analyze and value stocks
show you what to avoid
help you get into a process centered investing habit
But lots of learning and a solid understanding of financial analysis is required. Help documents, videos and tutorials are available.