Archive
This certainly isn't the first pandemic to strike the world... Throughout history, massive disease outbreaks have dramatically changed how people lived afterwards. Here at Altimetry Daily Authority, we've spoken several times over the past week about how the coronavirus has changed how we're likely to live going forward – in particular, how the shift to […]
It's a revolutionary innovation in the world of working from home ('WFH')... the lunch break! This story came out in the middle of April, but I suppose we're slow on the uptake from social media... Senior management at British food-delivery service Just Eat recently came up with a novel solution to a problem employees were […]
- EXC
Not all exchange-traded funds ('ETFs') are created equal... Back in 2015, activist investor Carl Icahn and BlackRock (BLK) co-founder and CEO Larry Fink walked on stage for Delivering Alpha, a CNBC conference. Fink expected he and Icahn were going to have a friendly debate about activism, and he'd have a rare opportunity to score some […]
- ACN
- BLK
- JNJ
Everyone's favorite video-conferencing company continues to come under pressure... Zoom Video Communications (ZM) was an early superstar of the conversion of the global workforce to the world of working from home ("WFH"). ZM shares closed 2019 at $68 and were moving steadily higher into 2020. Then in the midst of the rolling announcement of lockdowns […]
- BAC
- ERIC
- EXPE
- GOOGL
- GRUB
- YELP
- ZM
Across the globe, thought leaders are talking about how embracing working from home ('WFH') is the new norm... You can always rely on Harvard Business School ("HBS") to be at the forefront of thought leadership on changes in the workplace. It has recently published several think pieces on how businesses and employees are adapting to the […]
- EXPE
- GOOGL
- WMT
We've received a lot of questions from clients about bankruptcy risk in the oil and gas industry... Specifically, they want to know about stock opportunities in the wake of oil contract prices literally reaching negative levels for the first time in history last Monday. The current slowdown in oil demand is nearly unprecedented, and everybody […]
- AAPL
- AMZN
- MSFT
Warren Buffett has many memorable quotes, but we may soon start hearing one in particular more often... Many of the Oracle of Omaha's sayings are about the importance of patience in investing, searching for value, or how to think about businesses. But some of them are about the risks of the underbelly of finance... including […]
- AMZN
- KMB
- LK
Even in the midst of the coronavirus pandemic, the valuations for perceived industry 'gatekeepers' keep rising... Despite the lockdown, investors are clamoring to invest in companies that control parts of the economy that are primed to boom over the coming years. Last week, digital-payment platform Stripe announced that it had raised $600 million in funding […]
- ALV
- BWA
- CTB
- LEA
- PYPL
- SQ
- VC
Activists have been severely hampered in the current environment... Last week, The Economist published a thoughtful article about the effect of the coronavirus pandemic on activist investors. The crisis has significantly damaged their strategies... Activists are hard-pressed to insist companies merge when other investors might prefer prioritizing raising debt for operations instead of mergers and […]
- FB
- GOOGL
- MYL
It's earnings season... and everyone wants to know the implications for the market. After the impressive rally over the past several weeks, you might not be aware that we're no longer in a bear market. The benchmark S&P 500 Index is down roughly 15% from its all-time high on February 19. And now, we're entering […]
- ETSY