Archive
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
Amid the tragic consequences of the coronavirus pandemic, it's easy to forget the pressure on sports... Back in October, we talked about how the industry is suffering from the delayed return to normalcy both in the U.S. and across the globe. That means limits or outright bans of fans in stadiums have continued into 2021. […]
- CPG.L
The coronavirus pandemic has caused a big shift in where we choose to live... Since the crisis began, folks have been moving out of urban areas and into the suburbs – looking for more space due to increased time at home. Their lives are changing... and a new home with new surroundings means new spending […]
- KAR
Joel's note: The Altimetry offices are closed on Monday for Presidents' Day, so look for the next Altimetry Daily Authority on Tuesday, February 16. Also, for those who celebrate, we wish you a happy Lunar New Year today! It can be hard to avoid mania in the investing world... In the growth stage of a […]
- BLK
- GME
Its mission is to 'democratize finance'... Popular brokerage app Robinhood has become increasingly popular with everyday, "retail" investors since its inception in 2013. Folks have climbed aboard the platform thanks to Robinhood's easy-to-use interface and commission-free trading, which it offered earlier than traditional brokerage firms. As a result of Robinhood's massive popularity, the big brokerages […]
- AB
- BLK
- BSIG
- BX
- IVZ
Many positive habits have been built during the coronavirus pandemic... but some negative ones have managed to slip through the cracks. It has been almost a full year since many folks went regularly into the office for work. Given this extended length of time, new habits from the pandemic have had the opportunity to become […]
- CRM
- WORK
One positive aspect of the quarantine might sour come next winter... Because social distancing limits opportunities to spread the coronavirus, many health experts are talking about how the common cold, the flu, and other seasonal sicknesses have declined across the globe. Wearing masks and keeping a safe distance away from each other eliminates some common […]
- PFE