Friday, December 6, 2019

A 100-Year-Old Formula... And Why We Still Use It Today

By Joel Litman

Δ The responses have been coming in all week… I wasn’t sure how the note about intermittent fasting (“IF”) would go over last Wednesday, particularly before the biggest day of eating of the year… But I hope you had a wonderful Thanksgiving and were able to spend it with family and friends. I was happy […]
Recent Newsletters

You Need the Best Fertilizer to Grow the Best Fiddleheads

By Joel Litman

Thursday, December 5, 2019
Δ Maybe he was hoping this would make the market change its mind about his company… In October, we wrote about how steel company Cleveland-Cliffs’ (CLF) CEO Lourenco Goncalves showed his displeasure with analysts on recent earnings calls, claiming they didn’t understand his business. We also highlighted how the market might not understand the company’s […]

Buffett Realized He Made a Mistake With This Stock

By Joel Litman

Wednesday, December 4, 2019
Δ Legendary investor Warren Buffett frequently mentions that he adjusts as-reported accounting metrics before making an investment decision… He also implores others to do the same – the GAAP numbers offer an incomplete picture of a company’s real performance. Here at Altimetry, the core of our analysis is based on identifying the dislocations created by […]

Creating Value From Social Irresponsibility

By Rob Spivey

Tuesday, December 3, 2019
Δ Which companies do you want us to cover in Altimetry Daily Authority? A few weeks ago, reader Ken responded to our article on conglomerate General Electric (GE) and asked if we’d look at a specific company. We hope it didn’t take too long… That business is the one we’re covering in today’s piece. Let […]

What Investor Sentiment Can Tell Us About This Historic Bull Market

By Joel Litman

Monday, December 2, 2019
Δ Can a fresh face solve an old problem? On November 12, we wrote about how conglomerate General Electric (GE) still doesn’t look cheap despite its shares falling from $31 to $11 over the past three years. One of the reasons why GE still looks so expensive is because the company still has a significant […]

The 'Fountain of Youth' – A Chemical and a Lifestyle

By Joel Litman

Wednesday, November 27, 2019
Joel’s note: The Altimetry offices are closed tomorrow and Friday for the Thanksgiving holiday, so look for your next Altimetry Daily Authority on Monday, December 2. See you then! Δ Wishing you and yours a happy Thanksgiving… Every year around Thanksgiving, I like to take a little time to look back with our team to […]
Joel Litman

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