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Money Manager Interview Excerpt
D. PAUL COHEN - DIRTY DOZEN RESEARCH: NO AGENDA


Full article published: 11/1/1999


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TWST: First of all, what is the purpose of your firm?
Mr. Cohen: Dirty Dozen Research: No Agenda is a registered investment advisor. Its purpose is to analyze, write, and distribute a thoroughly researched product that is absent of any bias or any agenda. Our research seeks to find truth and tell the truth. I'm the analyst institutions hire when they don't want a song and dance from traditional Wall Street research sources.

TWST: I understand your firm is focusing on company-specific Y2K analysis. What is your firm's Y2K product, and what makes it unique in your estimation?
Mr. Cohen: We evaluate and analyze about 3,500 U.S. public companies. We make our analyses available to financial institutions, corporations and individual investors. We are able to compare one company against another company within a given industry group, using 20 essential variables. We are the only people in the world who have the exclusive agreement to use the IT (Information Technology) values for Y2K comparison. No one else in the world has this data. Unless one knows what the IT architecture is within a given company, they cannot understand what a company is spending its Y2K renovation money on. The IT infrastructure values are the Holy Grail of Y2K/IT analysis. Y2K problems originate from IT complexity or lack of complexity. The name of the Y2K analysis game is to compare Y2K spending against one company's IT infrastructure, and then compare that company against other companies within a given industry group. If you don't know what a company is spending its money on, you cannot understand Y2K renovation reality.

 

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