Archive

Over the past couple weeks, we've received a number of questions about something that's becoming increasingly popular in the markets... As we explained in the November 11 Altimetry Daily Authority, this controversial method of capital allocation is "a battleground for politicians and economists alike." Readers were curious not only about what it says about general […]

I want to be young... Or I at least want to feel it. Who doesn't? I began a research journey into what my friends have called "bio-hacking." I simply called it a search and a test for ways to be, feel, and heal like when I was younger... This study and self-interest began with an […]

• IONS
• SLDB
• TSLA

The quality of as-reported numbers can lead to investment decisions that are no better than investing using your horoscope... We joke about the above, so imagine our surprise when someone came up with an actual app that recommends stocks to invest in, using astrology. Move aside, Robinhood... Bull & Moon might be the next popular […]

• AMZN
• FB
• GOOGL
• WRK

'Can you send shorts, too?' One of our readers, Leigh, wrote in and asked us if we could provide one good short idea for every two long ideas we provide in our Altimetry's High Alpha and Altimetry's Hidden Alpha newsletters. He wasn't complaining... Leigh was kind enough to say that thanks to our powerful Uniform […]

• BUD
• GE
• HSY
• MDLZ
• WHR

A quick video on Roku... Yesterday, we mentioned that Altimetry Director of Research Rob Spivey had hosted a webinar for our institutional clients on Friday, where he discussed streaming-device maker Roku (ROKU) and other tech and broadcasting names. We've discussed Roku before, so we wanted to give you access to the video. Rob was taking […]

• ALLE
• BZH
• DAN
• DHI
• KBH
• LEN
• LKQ
• ROKU
• TOL

Joel's note: Starting today, we're doing something new in Altimetry Daily Authority... We'll still feature our stock or idea of the day, but we'll also begin to include other things that may interest you – whether it's an article, a podcast, something from my travels, or an opportunity I think could benefit you. Send your […]

• BKNG
• CMCSA
• DISCA
• MSFT
• ROKU

Dear reader, George Soros is one of the great thematic and macro investors of the past century. He started Soros Fund Management in 1969 with less than $12 million in assets under management and with early partners including Jim Rogers and Stanley Druckenmiller. Soros rebranded as the Quantum Fund in 1973, and he took that […]

• CSCO
• MPWR

Dear reader, In 2017, anyone thinking of buying online-retail giant Amazon (AMZN) saw a massive price-to-earnings ("P/E") ratio of 190. With a P/E ratio this high, many people likely walked away from the stock... and missed out on a 50% gain since then. In 2015, investors looking at social media giant Facebook (FB) saw a […]

• ACIA
• AMD
• AMZN
• CGNX
• DBX
• FB
• FISV
• GPN
• ITRI
• LFUS
• SQ
• VMW

Dear reader, We live in a cyclical world. Consumer trends are a great example. During the 2000s, we couldn't wait until the next generation of cellphones came out... with each phone smaller than the previous one. The Samsung Juke, released in 2007, had a 1.4-inch display. Today, each generation of smartphone is bigger than the […]

• ADP
• CSL
• GE
• HON
• MMM
• UTX

Dear reader, In 1893, the battle for the future of the U.S. – and the world – was underway in Chicago. The World's Fair was accepting bids to provide power for the international exposition, and inventors Thomas Edison and Nikola Tesla were both eager to prove the superiority of their electrical systems. Tesla teamed up […]

• DHR
• GE