Archive
We asked for your thoughts on innovations you've seen as a result of the coronavirus pandemic... On Monday, we discussed how businesses have been forced to innovate to counter the disruptions from the pandemic. We asked readers to submit examples of innovation they've witnessed... and we received some interesting comments. As reader Robert S. (no, […]
- GWRE
- PANW
A picture is worth a thousand words... In the February 10 Altimetry Daily Authority, we highlighted a website that we often direct our MBA students to when they're trying to understand why we talk about "quantitative non-financial metrics" or performance indicators ("KPIs"). Trefis is a powerful tool to understand how KPIs drive financial performance, partly […]
- ABT
- TPR
Online shopping is more than just a digital storefront... Amazon (AMZN) and Shopify (SHOP) are dominating the world of retail in the age of coronavirus. Amazon is winning by wiping retailers out wholesale. Consumers are getting more and more comfortable with shopping online at Amazon and getting things delivered to them, as opposed to having […]
- ADBE
- AMZN
- BUD
- CMG
- CTXS
- LOGM
- MSFT
- SHOP
The 'gig economy' isn't just affecting folks' incomes... By now, we've all heard the conversation that started well before the coronavirus pandemic about the rights and quality of life for "gig economy" participants. But since the crisis, the risks these workers put themselves in and the changes in demand for these jobs – such as […]
- DE
- UBER
'Necessity is the mother of invention'... Humans are great problem solvers. But we're also – for good reason – inherently lazy. This relates to another saying that's a natural partner to the one above: "Why fix what isn't broken?" When things are going well, it's a rare person who tries to improve a process. It's […]
An exchange-traded fund ('ETF') alternative to 'Your Home, Your Castle'? Or just an adjusted cybersecurity fund? Here at Altimetry Daily Authority, we've highlighted several times that the current world of work from home ("WFH") will have long-lasting effects on how people across the world will live their lives after we move past the coronavirus pandemic. […]
- AAPL
- AMZN
- CRWD
- FEYE
- FTNT
- GOOGL
- INFY
- MSFT
- PANW
- PRFT
- WFH
Amazon (AMZN) CEO Jeff Bezos' massive net worth has been steadily rising... Anyone who would argue that Bezos isn't a great leader, business creator, or visionary just need look at his self-created net worth to come back to reality. If he can lose $40 billion in a divorce and still stay the world's wealthiest man, […]
- AMZN
- BA
- BRK-B
- JCP
- LUV
- ROST
A sleepy corner of the Internet comes into full focus thanks to private equity and Uniform Accounting... Domain registries are a core part of the "piping" of the Internet, but people rarely pay much attention to them. However, one of the forgotten parts of this quiet area of the Internet has recently come into focus: […]
- BRK-B
- GDDY
- ROP
- VRSN
Right now might be one of the best times to start a business in a decade... We started Valens Research – the institutional investment research firm that powers Altimetry – back in 2009, right in the teeth of the Great Recession. Wall Street was a wasteland, and we could see that there was an impressive […]
- CTAS
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 […]