Archive

How This Big-Box Retailer Plans to Compete Against Amazon

Walmart is now offering a third-party, last-mile fulfillment service... Walmart (WMT) has been doing everything in its power over the past few years to keep up with its biggest retail rival, online giant Amazon (AMZN). Despite this, Amazon surpassed Walmart as the world's largest retailer outside of China.  One of Walmart's biggest areas of focus […]

• AMZN
• FDX
• UPS
• WMT

This Insurance Giant Is Staying Ahead of the Game

Health care costs make no sense... Wild inconsistencies exist between what various customers and insurers are being charged for the exact same service. It also explains why American health care is so expensive. The New York Times article on "Hospitals and Insurers Didn't Want You to See These Prices. Here's Why" confirms what many people […]

• UNH

The Market's Take on High U.S. Inflation

The debate around inflation continues… When Federal Reserve Chair Jerome Powell delivered his keynote speech on Aug. 27 at the virtual Jackson Hole Economic Symposium, global central bankers, economists, and markets largely approved. For most investors and Fed watchers, he struck the right chord with his message. The central bank was committed to slowing down […]

Master the Rules Before You Break Them

'To break the rules, you must first master them...' You might attribute this quote to Pablo Picasso, the famed Spanish artist, or Tenzin Gyatso, the 14th Dalai Lama, as it seems to fit segments of their life stories rather well. In reality, there's no proof that either of them ever spoke these words about mastering […]

This Firm Helps Companies Navigate 'Return to Office' Plans

Concerns about productivity aren't driving the debate... There's been so much dialogue and controversy about getting people back to the office because employees can be just as productive at home. The past 18 months have thoroughly disproved that working from home is less productive. Many white-collar workers even made the transition to remote work more […]

• HSII

Delayed Office Reopenings Foil This Popular Sandwich Chain's Recovery

Bloomberg found a creative way to track the return to normalcy... Investors and management teams are trying to assess the effect of the delta variant of the coronavirus on corporate America's return to the office. We think about it, too, from both sides: as investors and from a company management perspective. As a firm, we […]

• PBPB

A Sunny Outlook for This WFH Stock

Today was supposed to be the day many offices reopened... The delta variant of the coronavirus became a much larger problem than anticipated, and many office reopenings are now on hold. This week, we're focusing on the dynamic of returning to the office and working from home and some of the specific winners and losers […]

• TEAM
• ZM

These Big Tech Giants Use Creativity to Generate Massive Returns

Joel's note: Both the market and Altimetry are closed on Monday in observation of Labor Day. So, look for the next Altimetry Daily Authority on Tuesday, Sept. 7. We wish everyone a safe and enjoyable weekend. Thinking outside the box requires time away from the office cubicle… I'm back in Istanbul, spending a lot of […]

• FB
• GOOGL

This Giant Hotel Chain Stands to Profit as People Travel More

During the economic shutdown, work got busier than ever... The pandemic-induced recession and recovery are often described as K-shaped instead of more typical recoveries. A simple recovery might be V-shaped if there is a sudden and short dip before a quick recovery, or W-shaped if there are two dips before the real recovery. However, this […]

• ABNB
• GS
• KFY
• MAR

Why This Airliner Can Weather the Recent COVID-19 Surge

What appeared to be a summer reopening is quickly slamming shut with the uptick in COVID-19 cases...  As summer draws to an end, many folks seek to squeeze in a final vacation over the coming Labor Day weekend. But with the delta variant of the coronavirus spreading rampantly around the country, some might be worried […]

• DAL