1. Hedge Funds hire us on a contracted basis to write both long and short research reports. Our short reports are in depth comprehensive investigative non-distributed research. We are also hired to analyze financial statements at the most complex levels.
2. If you want a thorough research project completed outside of Wall Street's investment banking and retail agendas, some think we are the Street's best source. See our 99 page no recommendation report on Six Flags, PKS - $15.50 to $3.50.
3. Our private research studies have been 125+ pages long. When we complete one of these reports, you will know your stock, its industry, the competition, background on management profiles, interviews, understand its rat holes and understand its value by our valuation models.
4. We have excellent hedge fund short sale screens: (e.g. 2 quarters of cash left compared with the company's TTM high price and volume).
5. We develop in depth question and answer formats during the investigative research process. Both we and our clients develop formats for questioning competition, vendors, ex-employees, insider selling etc.
6. The Cohen Financial and Valuation Model will develop valuations for your entire long and short portfolio on a stock for stock basis. Our seven valuation methodologies give you pricing points for optimistic case, base case, and worst case scenarios. Our valuations are tailored to the type of stock you own, or stocks on your interested list, either long or short.
7. We have powerful predictive bankruptcy models. We combine and graph the DuPont Bankruptcy model with the ROE Decomposition Model. This chart is one of the most revealing and insightful short sale models within our model.
8. We have developed a number of short sale roadmaps in our model. We will model all of your stocks for you or you can model them yourself, By keeping your models on your desktop in a long and short folder the model becomes a portfolio management system.
9. Very few sell side analysts understand shorts. We understand shorts and think on the short side. Any short sale analyst understands the mental conditioning required to 'feel' shorts. We've done shorts for many years for our clients on a highly confidential, non-distributed basis.
10. Our view is that if you understand your stocks through our model, you will know your stock better and be a better money manager because you have modeled the company for yourself. There is no substitute in our view, for building your own model and knowing it line item by line item. It takes a good PM or Analyst about 20 minutes to fill out the 'what ifs' in our model.
11. We all strive to improve in our business. The Cohen Financial and Valuation Model challenges each hedge fund fundamental analyst and portfolio manager to do one thing: get better.