Archive
More work is shifting online... and that means cybersecurity is a growing concern. For people working at home, the threat is becoming harder to control. When employees were in the same place, hacking was easier to defend against. Now, workers are using personal laptops on unsecured networks. This means hackers have more points of attack […]
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This election season has been unlike any other in recent history... With the coronavirus pandemic forcing the major party candidates away from the usual volume of in-person campaigning, strategies have needed to change. Moreover, President Trump's positive coronavirus test at the beginning of the month certainly made for a dramatic "October surprise." Analysts are scrambling […]
As I said last Friday, Altimetry and the entire 'Powered by Valens Research' team hops on a weekly call to foster collaboration... At the end of the call, I provide a coaching comment to help the troops in whatever way a few choice words could make a difference in their work and personal lives. We […]
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Many of Altimetry's U.S. employees, including our Director of Research, come from Northeastern University... Northeastern's "hybrid" work/study model is unique in the world of higher education. Students typically complete two to three "co-ops" – six-month internships – while at the school. These programs give students the opportunity to spend extended periods of time gaining real-world […]
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In 2010, one of the most infamous events in stock market history occurred... A little after 2:30 p.m. on May 6, the stock market began to crumble. The Dow Jones Industrial Average was already down 3% on the day... and in a matter of minutes, the index lost another 6%. Investors panicked... but by shortly […]
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The Trump administration recently escalated the trade war... In late September, the White House added China's largest semiconductor manufacturer, Semiconductor Manufacturing International Corporation ("SMIC"), to a restricted list. U.S. suppliers will now need special permission to work with the firm – similar to the recent restrictions placed on Huawei Technologies. The Trump administration claims that […]
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Management teams know their businesses better than anyone... This is why one tool in every smart investor's "tool kit" is checking whether executives are trading their companies' stock. With their innate knowledge of operations, management's trading patterns can be insightful. Late last month, Bloomberg examined stock activity by management. Executives of companies in the S&P […]
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Here at Altimetry, each week, we host an all-hands internal call... More than 100 people across the globe work behind the scenes to power our analysis, in-house databases, client-facing software, and reports that go out to the world of investors every day. With so many teams and so many different projects and initiatives, it can […]
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Hedge funds and asset managers are competitive businesses... Fund managers are always trying to beat the market and outperform each other. However, there may be more to running an asset management business than superior returns... There's an old adage among asset managers that goes: If your client likes you, he'll keep you around forever. However, […]
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The coronavirus pandemic has hit many hotels hard... Over the past few months, we've seen steep declines in international tourism and business travel. As the Los Angeles Times reported last month, one in four hotel properties is already struggling to pay its mortgage, thus risking potential foreclosure. Demand still hasn't recovered, and expenses continue to […]
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