Archive
The S&P 500 Index is near all-time highs... Most people would consider that a good thing. It's a sign of growth and prosperity. But investors are a different breed, and they tend to be more skeptical of good news. While this bull market has continued on for more than a decade, we often see investors […]
Earlier this month, I spoke at the CFA Society of India's 10th annual India Investment Conference... This was my first trip to Mumbai... and as far as the conference itself, it was an amazing experience. The audience of more than 500 had a real buzz about it. I had the honor of speaking a little […]
- NOC
Asset management firm AllianceBernstein (AB) has long been a respected voice on the Street... The research it publishes and its investment strategy have generally been viewed as forward-thinking, all the way back to the company's roots at Alliance Capital and Sanford C. Bernstein in the 1960s and '70s. The co-heads of AllianceBernstein's equities department recently […]
- AB
- JNJ
The 'retail apocalypse' continues to take victims... In the December 26 Altimetry Daily Authority, we discussed how electronics retailer Best Buy (BBY) has survived the retail apocalypse in a way most companies have not. To compete with online retail, Best Buy offered price matching and focused on showrooms for product demos. But many other businesses […]
- BBY
- DIS
- NFLX
- TGNA
The 'cashless society' keeps consolidating... Back in October, we mentioned how credit-services giant Mastercard (MA) has profited from the move towards electronic payments. Not to be left out, competitor Visa (V) acquired fintech startup Plaid for $5.3 billion last week. Plaid's network allows for a seamless connection between a customer's accounts. For major players like […]
- DUK
- MA
- V
Joel's note: The Altimetry offices are closed on Monday for Martin Luther King Jr. Day, so look for the next Altimetry Daily Authority on Tuesday, January 21. Ride-hailing company Uber (UBER) is under assault from the skies... The theme this week here at Altimetry Daily Authority can basically be summarized as "platform companies and all […]
- AMZN
- GPS
- GRUB
- JCP
- LB
- M
- UBER
- WSM
Yet another platform business is struggling to find profitability... We've talked a lot about platform companies this week in Altimetry Daily Authority. On Tuesday, we highlighted food-delivery business Grubhub (GRUB)... and yesterday we talked about ride-hailing service Uber's (UBER) struggles. In recent years, another transportation-marketplace fad emerged... the on-demand scooter and bike industry. The only […]
- AMZN
- BABA
- GRUB
- LYFT
- UBER
Whether a stock is a growth or value stock isn't the only characteristic that matters when investing... Wealth-management firm William Blair put out a great piece earlier this month on 'lifecycle' investing. The idea is that if you invest across companies early in their lifecycles – such as startups and high-growth but still-profitable companies – […]
- AMZN
- GRUB
- LYFT
- PG
- UBER
- WMT
Tonight is a must-see opportunity to hear multiple investing greats give their 2020 outlook... Our friends at Stansberry Research are hosting a special event tonight at 8 p.m. Eastern time that we highly recommend you attend. Porter Stansberry, Dr. David Eifrig, and Dr. Steve Sjuggerud will be speaking for likely the only time this year […]
- GRUB
- LYFT
- UBER
We often write fondly about some of history's greatest investors... We can learn valuable lessons about stock picking and fundamental analysis from the careers and investing philosophies of legends like Warren Buffett, Shelby Davis, and Seth Klarman. In fact, much of what we've learned from their approaches to financial analysis has influenced the Uniform Accounting […]