







Domestic Long/Short Subscription Service
Unit Economics currently offers select clients subscriptions to the
Domestic Long/Short Service. Our research efforts for this product
are focused on initiating and continuing research coverage on 6-8
U.S.-listed stock ideas (either long or short ideas) per year. For
each idea, we publish a comprehensive 20+ page initiation report.
Our reports include financial models and earnings forecasts (see
sample report), as well as industry analysis and other relevant
material. In addition, we continue to publish periodic updates as
significant events occur.
We also publish 3-4 20+ page, macro/thematic reports each year.
These reports cover topics that impact investment returns, such
as the grain markets, natural gas and global cooling. Generally
(but not always), our macro/thematic reports are married with our
individual stock ideas to enhance both our informational advantage
and client returns.
In addition, our analysts are always available to subscribers and we
frequently travel to meet our clients to discuss ideas and the
markets in general.
Domestic Short Only Subscription Service
In the near future, Unit Economics will offer a short-only research
service. Our short-only service will allow us to leverage our
extensive short-selling experience and dedicate more resources
toward uncovering 'investment grade' short ideas without alienating
our long-only clients.
Recipients of this research should be aware that the publisher may
invest in many of the same ideas it provides to its research clients,
either for its own account or in connection with managing assets for
third parties. The publisher is not obligated to invest in the
companies addressed in research reports and it may buy, sell, or
hold such companies at any time in its sole discretion and without
any obligation to inform research clients of such actions. In many
cases, the publisher may buy or sell positions for its own account or
in connection with managing assets for third parties in advance of
delivery of research reports. Your subscription to this service
constitutes your acceptance of this policy.