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Bringing the 'Mittelstand' to the East Coast

It's easy to forget that there's more to focus on than the coronavirus... There hasn't been a slew of company-specific stories to talk about right now, because – in the language of quant investors – the only thing moving businesses right now is the "market factor." It feels like all we've been hearing about is […]

Securities Analyzed
  • AAPL
  • AMZN
  • AXP
  • B
  • GE
  • GOOGL
  • HRB
  • MSFT
  • NOC
Investing in Safety Cost This Airline Its Superior Returns

Consider what the economic disruption of the coronavirus outbreak potentially means for credit in the coming years... I had an interesting conversation with a colleague last week. He was having a bit of a "sky is falling" moment of panic last Thursday as the market was dropping like a rock. As often happens in major […]

Securities Analyzed
  • ALGT
  • BA
  • HLT
  • SAVE
  • WYNN
Yet Another Reason to Not Listen to Your Gut by Selling at the Lows

As companies push for short-term work-from-home strategies to mitigate risks, the line between employees and contractors is blurring... One of our business partners is a talent acquisition company called MBO. It focuses on helping large companies and independent contractors match with each other based on their respective needs and skills. Just last week, CEO Miles […]

Securities Analyzed
  • UBER
Think of Your Investments Like You Would Think of Your Home

Joel's note: Stocks are now officially in a bear market across U.S. indexes. It's more critical than ever to stay calm when approaching your investments... so we'll take some time today in Altimetry Daily Authority to keep things in perspective. 'The value of my home just fell 20%. I'd better sell it right now!' Home […]

Securities Analyzed
  • BA
  • HLT
  • WYNN
The Food Supplier That Nailed the 'Walmart Strategy'

How serious of a risk is the oil sell-off for U.S. high-yield debt? On Tuesday, as we discussed why investors shouldn't panic in the current market environment, we mentioned a Valens Research piece we wrote in 2015 about why low oil prices aren't actually a sign of an imminent recession... Instead, they're bullish for the […]

Securities Analyzed
  • AAPL
  • GRUB
  • SYY
  • UBER
  • USFD
  • WMT
This Household Goods Company Is 'Shrinking to Grow'

Warren Buffett's annual shareholder letter reminds everyone about the problems of as-reported accounting... Berkshire Hathaway (BRK-B) earned $81.4 billion last year, but Buffett still didn't sound satisfied in his recent 2019 annual letter... It isn't that the legendary investor doesn't think $81.4 billion is enough... It's that he thinks that this number is deceiving, created […]

Securities Analyzed
  • AMZN
  • BRK-B
  • CL
  • GE
  • IBM
  • KHC
  • NSRGY
Now Isn't the Time to Panic

Joel's note: The markets are volatile... and investors are scared. So today in Altimetry Daily Authority, let's look at the bigger picture to determine what you should be doing right now. One of the market strategists that Rob and I most respect is financial-services firm Canaccord Genuity's Tony Dwyer. Rob often talks about how in […]

A Bullish Case for Inflation That Nobody Is Paying Attention To

It's been nearly 24 years since the Federal Reserve began its secret 'inflation targeting'... During the summer of 1996, the 12-member Federal Open Market Committee ("FOMC") sat down for one of its eight annual meetings. One of the items on the committee's docket was to discuss inflation – just as common of a topic in […]

Package Delivery and the Economic Impact of the Coronavirus

Another platform company is coming to the market... In mid-January, we devoted an entire week to the platform companies that show how just being a marketplace doesn't guarantee riches for these businesses and their investors. We discussed how Uber's (UBER) ride-hailing business model has lit investors' capital on fire in a failed rush for market […]

Securities Analyzed
  • GRUB
  • UBER
  • UPS
Yes, This CEO Can Run Two Companies

Gilead Sciences (GILD) keeps on investing in a cure... On Friday, we explained how Gilead is unique in the biotechnology and pharmaceutical space. It focuses on treatments that can cure and mitigate diseases rather than just treating symptoms. Over the past few weeks, GILD shares have rallied as investors speculated on how the company's formerly […]

Securities Analyzed
  • ACN
  • GILD
  • IBM
  • SQ
  • TWTR
  • V