Archive
We say it time and time again here at Altimetry Daily Authority... It's critical to look at the correct data. Every investor needs to have the correct information on a company – not just to understand prior performance, but to put the future into the proper context. Here at Altimetry, we view businesses through the […]
- CVS
- NFLX
- WBA
Airline companies have been forced to evolve... Since the coronavirus pandemic escalated in March 2020, air travel has fallen off a cliff. This plunge in travel demand was similar to the halt in 2001 after the tragic events of 9/11. However, with far fewer people traveling as the pandemic drags out, air travel has been […]
- AAL
- LUV
Jerome Powell currently has one indicator on his mind... In late February, the head of the U.S. Federal Reserve testified before Congress. As the sitting chair of the central bank, it's part of Powell's regular duty to report on monetary policy to the Senate and House and Representatives. In recent testimonies, Powell discussed all manner […]
Getting your foot in the door at a consulting job is often the hardest part... Back in the early 1990s, I was working as a CPA in Chicago and angling for a move into management consulting. Accounting is about recording what has happened... and consulting is about helping firms plan for what to do in […]
- INFY
Now that the dust is beginning to settle from 2020, airlines are measuring the damage from the coronavirus pandemic... The recovery for airline companies has been uneven. Back in April, during the depths of the lockdown orders, air travel was down by more than 94% from its pre-pandemic levels. By the end of 2020, it […]
- LUV
Last month, the World Economic Forum ('WEF') held its first-ever online conference... The group's annual meeting in Davos, Switzerland, is typically a big gathering of business leaders, economists, and political figures from across the globe. At this year's virtual event, interviews from two executives from big financial-services firms – Barclays (BCS) CEO James Staley and […]
- BCS
- BYD
- JPM
In order to thrive, the clothing industry needs constant innovation... And Spain-based Industria de Diseño Textil (ITX.MC) – better known as Inditex – has disrupted the industry over the past 20 years in a drastic way. Inditex brought fast fashion to the masses. This in turn disrupted the long cycles of design and delivery in […]
- GPS
- HNNMY
- ITX.MC
U.S. Treasurys serve as an indicator of investor sentiment for the future... Investing in the U.S. is effectively riskless, so Treasury yields are viewed as a representation of the "risk-free rate." As this rate rises and falls, it can give investors a view of several important things... Rates rising signal that investors are worried about […]
I hope grades aren't your main focus when hiring people... When I was entering public accounting in the early 1990s, most of the "Big Eight" accounting firms had minimum grade level requirements for new applicants. I remember Coopers & Lybrand specifically excluding any applicant with a grade point average ("GPA") of less than 3.85 out […]
- RHI
The rise of everyday, 'retail' investors has changed the face of trading... With widespread access to the Internet, more folks than ever can access investment research and stock ideas. As we said last Thursday, massively popular apps like Robinhood have forced other brokerages to offer commission-free trading in order to compete. However, it wasn't just […]
- CNS
- GME