Tuesday, March 31, 2020

This Under-the-Radar Tech Company Has Quietly Cornered Its Niche Market

By Joel Litman

Boaz Weinstein is at it again… Anyone familiar with Michael Lewis’ book The Big Short and the Great Recession – or who has worked in the credit markets since the late 2000s – likely knows how financial-services firm Deutsche Bank (DB) was almost sunk in the crisis. While he wasn’t mentioned in The Big Short, […]
Recent Newsletters

Why Crashing Oil Prices Won't Cause an Economic Recession

By Joel Litman

Monday, March 30, 2020
We’re not the only ones saying now isn’t the time to panic… Regular Altimetry Daily Authority readers know we’ve been consistently saying that while the current environment is going to be volatile, it’s a time of opportunity.  Two gurus we listen to have been saying the same thing… and just last week, they both explained […]

The Market Is Pricing This Spinoff Like It's About to Default

By Joel Litman

Friday, March 27, 2020
How long can the economy really last in a shutdown? Earlier this week, I came across an interesting chart in an article from investment bank JPMorgan Chase (JPM). It was an analysis of the number of days of operating costs that small businesses of different types have in cash on hand to survive if there […]

The Market Mistakenly Thinks This Cell Tower Company Is Poised for Dominance

By Joel Litman

Thursday, March 26, 2020
Maybe flooding the venture-capital market with hundreds of billions of dollars wasn’t a sound investment strategy…  Japanese banking giant SoftBank is still facing the repercussions of its irresponsible dropping of helicopter money on the world of venture capital through its Vison Fund. Last week, the company announced it was seeking $10 billion to prop up […]

Buy the Parent, Forget About the Spinoff

By Joel Litman

Wednesday, March 25, 2020
Watch us explain our views on companies… for free! Altimetry Director of Research Rob Spivey periodically hosts webinars for our institutional clients. He takes them through Uniform Accounting insights using our institutional web application – the Valens Research app. It’s a significantly more complicated version of our Altimeter tool, with more bells and whistles. Each […]

This Medical Tech Firm Is Far More Profitable Than Wall Street's Numbers Suggest

By Rob Spivey

Tuesday, March 24, 2020
Sometimes success is just about being in the right place at the right time, whether intentionally or by accident… One of my guilty pleasures when I have a free moment is reading sports and entertainment site The Ringer. Just last week, I saw a great article that broke down the massive number of successful sports […]
Joel Litman

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