Friday, January 17, 2020

Misunderstood Performance Amidst the 'Retail Apocalypse'

By Joel Litman

Joel’s note: The Altimetry offices are closed on Monday for Martin Luther King Jr. Day, so look for the next Altimetry Daily Authority on Tuesday, January 21. Ride-hailing company Uber (UBER) is under assault from the skies… The theme this week here at Altimetry Daily Authority can basically be summarized as “platform companies and all […]
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The Biggest Sales Day of the Year

By Joel Litman

Thursday, January 16, 2020
Yet another platform business is struggling to find profitability… We’ve talked a lot about platform companies this week in Altimetry Daily Authority. On Tuesday, we highlighted food-delivery business Grubhub (GRUB)… and yesterday we talked about ride-hailing service Uber’s (UBER) struggles. In recent years, another transportation-marketplace fad emerged… the on-demand scooter and bike industry. The only […]

A Glaring Warning for a Popular Business Model

By Rob Spivey

Wednesday, January 15, 2020
Whether a stock is a growth or value stock isn’t the only characteristic that matters when investing… Wealth-management firm William Blair put out a great piece earlier this month on ‘lifecycle’ investing. The idea is that if you invest across companies early in their lifecycles – such as startups and high-growth but still-profitable companies – […]

This Platform Highlights the Problems for Every 'Uber'

By Rob Spivey

Tuesday, January 14, 2020
Tonight is a must-see opportunity to hear multiple investing greats give their 2020 outlook… Our friends at Stansberry Research are hosting a special event tonight at 8 p.m. Eastern time that we highly recommend you attend. Porter Stansberry, Dr. David Eifrig, and Dr. Steve Sjuggerud will be speaking for likely the only time this year […]

Tightening Credit Standards Can Indicate a Recession... But We're Not There Yet

By Joel Litman

Monday, January 13, 2020
We often write fondly about some of history’s greatest investors… We can learn valuable lessons about stock picking and fundamental analysis from the careers and investing philosophies of legends like Warren Buffett, Shelby Davis, and Seth Klarman. In fact, much of what we’ve learned from their approaches to financial analysis has influenced the Uniform Accounting […]

Caps and Corks Are Out: Craft Beer Is Better in Cans

By Joel Litman

Friday, January 10, 2020
Gift cards may really only be a great gift to the retailers you buy them from… On October 11, we discussed how coffee giant Starbucks’ (SBUX) innovation of venturing into the world of banking has led to the market rewarding the company with an impressive rally. Thanks to its mobile app, Starbucks has built a […]
Joel Litman

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