Archive

Here's the Secret to Investing Like Harvard

Here's the Secret to Investing Like Harvard

President Donald Trump isn’t the only person who’s able to get in a tweet battle… Nassim Taleb is best known for: Coining the phrase “Black Swan,” Writing a book about the phenomenon and how humans struggle to model low-probability events, Being one of the few traders to come out of Black Monday in 1987 as […]
Don't Be Fooled Thinking This Smartphone Supplier Is a 'Picks and Shovels' Winner

Don't Be Fooled Thinking This Smartphone Supplier Is a 'Picks and Shovels' Winner

The market is about to be in for a rude awakening on second-quarter earnings… Earnings season is just about in the bag, with more than 90% of the S&P 500 Index providing first-quarter 2020 as-reported earnings. Earnings per share (“EPS”) for the index looks like it’s going to come in at $12.56, down from $35.53 […]
This Overlooked Payroll Firm Is Making Billions by Being a 'Value Buyer'

This Overlooked Payroll Firm Is Making Billions by Being a 'Value Buyer'

Venture capital (‘VC’) is following the footsteps of the ‘Your Home, Your Castle’ movement… Market-research firm CB Insights just released its State of Consumer Products Q1 2020 report, which shows VC investment trends for the quarter. Unsurprisingly, VC dollars are heading towards areas like fitness technology, gaming, and esports – things people can do at […]
Remember the Playbook... We're Seeing Another Warning Sign for a Potential 'Retest'

Remember the Playbook... We're Seeing Another Warning Sign for a Potential 'Retest'

Last Monday, we warned readers to prepare for the market to roll back over at some point before a significant move higher… But a week later, that clearly hasn’t panned out. Since May 18, the market has made new two-month highs and continues to be pushing for a move higher. So were we wrong? When […]
The 'Razor and Blade' Sales Model Still Works in the 21st Century... And This Medical Devices Firm Proves It

The 'Razor and Blade' Sales Model Still Works in the 21st Century... And This Medical Devices Firm Proves It

´╗┐Joel’s note: Both the market and Altimetry are closed on Monday for Memorial Day, so look for the next Altimetry Daily Authority on Tuesday, May 26. I hope everyone has a safe and enjoyable weekend. ‘To be a great stock picker, you have to be a solid credit analyst’…  People often ask when we at […]
Following a Demographic 'Megatrend' to Profitability That Even Trump Can't Disrupt

Following a Demographic 'Megatrend' to Profitability That Even Trump Can't Disrupt

In the midst of the ‘Corona Crash,’ let’s not forget the ‘Flash Crash’… March was a historic month for the markets as stocks collapsed in the wake of the escalating coronavirus pandemic. It’s appropriate timing for the release of a new book on nearly the 10-year mark of another event that shook the markets… the […]
This Overvalued Oil Company Picked the Wrong Time to Go Against John D. Rockefeller's Advice

This Overvalued Oil Company Picked the Wrong Time to Go Against John D. Rockefeller's Advice

We let out a collective groan last week when the news broke about ride-sharing company Uber (UBER)… The company keeps expecting to work miracles in markets that are too competitive for it to successfully monetize. And regular Altimetry Daily Authority readers shouldn’t be surprised by our reaction when reports surfaced that Uber is trying to […]
This Little-Known Chipmaker Is on the Verge of a Breakout Thanks to Its 'Qualcomm Leap'

This Little-Known Chipmaker Is on the Verge of a Breakout Thanks to Its 'Qualcomm Leap'

This Little-Known Chipmaker Is on the Verge of a Breakout Thanks to Its ‘Qualcomm Leap’ The coronavirus pandemic has even hit safe, dividend-paying stocks… Since the coronavirus shutdown, 85 companies have suspended or canceled their dividends – the highest rate since 2001. And many of these have been blue-chip names that income investors trust.  Because […]
The Markets Will Be Scary Over the Next Few Months... But Don't Panic

The Markets Will Be Scary Over the Next Few Months... But Don't Panic

I had a great time presenting for the U.S. Marine Corps last week… On Wednesday, I was fortunate enough to be invited to give a presentation to the Marine Corps University (“MCU”) in Quantico, Virginia. It’s an honor to engage with the future leaders of our military… I was happy to accept the invitation… even […]
A 200 Year Old Volcanic-Driven Invention Is Changing Life Today

A 200 Year Old Volcanic-Driven Invention Is Changing Life Today

We asked for your thoughts on innovations you’ve seen as a result of the coronavirus pandemic… On Monday, we discussed how businesses have been forced to innovate to counter the disruptions from the pandemic. We asked readers to submit examples of innovation they’ve witnessed… and we received some interesting comments. As reader Robert S. (no, […]