Fundamentals Are Strong, page-246

Personally I couldn't give a rats who Dang is . I have read his analysis and found it severely wanting . His failure to discuss the current business after such a transformational acquisition says it all. The consistent jumping off on various tangents avoiding the need to talk about fianamcial metrics as they stand today , when he himself has admitted to not having crucnched the numbers on today's reality ( actually not having the info/ability to crunch the numbers ) makes any statements he makes completely useless. Furthermore this analysis lead to decisions to buy MND at 16 to see it fall to 6 also suggests these investment skills may have some serious holes. I can tell quickly people who know there stuff and can conduct true analysis . I have been in the industry for a long time and read lots of analysis from newsletter to detailed 15 page reports . A poster called Camden , madamswear etc are people that have solid methologies. I am the last one to hang my hat on analysts valuations , but the huge disconnect between these valuations that range from 1.50 to 2.00 vs today's SP suggests even if MYX dissappoints there is a huge margin of safety at today's prices. Nothing is guaranteed but MYX is a solid business that trades at a big discount to peers and the market overall