Archive
We let out a collective groan last week when the news broke about ride-sharing company Uber (UBER)... The company keeps expecting to work miracles in markets that are too competitive for it to successfully monetize. And regular Altimetry Daily Authority readers shouldn't be surprised by our reaction when reports surfaced that Uber is trying to […]
- GRUB
- HES
- UBER
- V
This Little-Known Chipmaker Is on the Verge of a Breakout Thanks to Its 'Qualcomm Leap' The coronavirus pandemic has even hit safe, dividend-paying stocks... Since the coronavirus shutdown, 85 companies have suspended or canceled their dividends – the highest rate since 2001. And many of these have been blue-chip names that income investors trust. Because […]
- AAPL
- INTC
- NVDA
- OLED
- QCOM
I had a great time presenting for the U.S. Marine Corps last week... On Wednesday, I was fortunate enough to be invited to give a presentation to the Marine Corps University ("MCU") in Quantico, Virginia. It's an honor to engage with the future leaders of our military... I was happy to accept the invitation... even […]
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