Archive
We've found 'Groupon 2.0'... As subscribers to our Altimeter tool know, we aren't fans of online retailer Stitch Fix (SFIX). We've highlighted the company twice this month for a specific reason... Stitch Fix is a ticking time bomb that's following in the mold of several other "fad" companies that have come around in the past […]
- EFX
- EXPGF
- FB
- GPRO
- GRPN
- GRUB
- JWN
- TRU
- TWTR
- VRSK
The pandemic is accelerating the freelance independent contractor movement... Each year, freelancing site UpWork publishes its Freelancing in America report. We recently came across it while researching how the pandemic is affecting workers. It's similar to MBO Partners' annual State of Independence in America... We work with and respect MBO, so it's good to get […]
- EEFT
- FIS
- MA
- PYPL
- SQ
Next month, our friends at global asset manager Sprott are hosting an event with an impressive bench of attendees... I may not be a gold bug, but I've been working with different members of the Sprott team for years. I've actually been on a program that Sprott Media hosts a few times... and I know […]
- DIS
- KO
- MCO
- SPGI
Last week saw the first significant sell-off since March... so now what should you do? On Thursday, the markets pulled back sharply. The Dow fell 7%, the S&P 500 was down 6%, and the Nasdaq was down 5% because of a few different factors... We're seeing signs that coronavirus cases are starting to spike again […]
- CRM
- HTZ
- JCP
- TSLA
Let Altimetry Director of Research Rob Spivey walk you through how to read our Uniform Accounting charts in greater detail... As we've mentioned previously, Rob occasionally hosts webinars for our institutional clients. Using the Valens Research app – a significantly more complicated version of our Altimeter tool – we take these folks through a handful […]
- ABT
- FSLR
- HUBB
- ILMN
- MA
- SPWR
The pandemic's disruption to retail hasn't been evenly distributed, and the recovery won't be either... It's no surprise that some of the areas of the economy that have been hardest hit by the pandemic are retail and restaurants. But it's important to remember that disruption hasn't been linear... A recent article in The Economist features […]
- ADBE
- ATVI
- BBY
- CTXS
- GPS
- MSFT
- WBA
When investing legends talk, we listen... One of the benefits of having our Altimetry team of 100 employees in Manila is the ability to direct those folks to gather and catalogue all the amazing content that some of the great investors generate. We keep entire lists of quotes and presentations from investing legends so we […]
- MSCI
- SPGI
- T
- TMUS
- VZ
Valens Research is on the radio... Last week, the institutional investment research firm that powers Altimetry was featured on MoneyLife with Chuck Jaffe. The interview starts at 38:07. Altimetry Director of Research Rob Spivey was on the show to talk about our Uniform Accounting methodology and some interesting trends we're seeing... including around the "At-Home […]
- ESS
- LH
- MSCI
- NTDOY
- SPGI
- UTHR
- WMT
The 'At-Home Revolution' also means entertaining yourself close to home... One big question for many folks during these uncertain times is when they will be able to travel again (and do so safely). Many people are not certain if they're going to be able to go on their normal summer trips to other states or […]
How is the alcohol industry holding up? In yesterday's Altimetry Daily Authority, we highlighted a company that has done a great job collecting a group of affordable alcohol brands to build a strong return-on-assets ("ROA") business. Constellation Brands (STZ) – which owns popular brands like Kim Crawford wine, Svedka vodka, and Ballast Point craft beer […]
- IART
- STZ
- SWK