Archive
The NBA is embracing disruption... and that's not a surprise. The NBA All-Star Game last weekend was a major hit. A new format gave the game a competitive edge that hadn't existed in decades. Many of the professional sports leagues in the U.S. are attempting to innovate in an effort to try to bring more […]
- DAL
- OC
- PCG
Here at Altimetry, 'commodity' is a bit of a dirty word... It's due to the fact that throughout history, commodities have always proved to be difficult businesses. Consider a few factors that are true about most, if not all commodities... First, they're usually basic raw materials like agricultural crops or metals. For example, wheat, rubber, […]
- GT
Coronavirus hasn't become an excuse for guidance, and that's a good sign... Market-research firm CB Insights conducted an analysis of recent earnings call transcripts and identified only six instances of "coronavirus" being mentioned on calls since the outbreak. The analysis also showed that the usage of the term "pandemic" hadn't seen a major spike. Compare […]
- EMR
- TXN
Another 'platform' can't stay profitable... We've spent a decent amount of time here in Altimetry Daily Authority highlighting the issues with platform businesses that don't make money, like ride-hailing company Uber (UBER) and food-delivery service Grubhub (GRUB). Just last week, another platform primed for an initial public offering ("IPO") joined the loss-making crew... Accommodation business […]
- AMT
- CCI
- GE
- GRUB
- SBAC
- UBER
Joel's note: The Altimetry offices are closed on Monday for Presidents' Day, so look for the next Altimetry Daily Authority on Tuesday, February 18. The responses have been flooding in all week... We want to thank all our readers for responding to Tuesday's article, where we mentioned the discussion in the Democratic presidential debates about […]
- F
- TM
Astronomers aren't the only ones who should be worried about start-up satellite initiatives... The New York Times ran an interesting article last Thursday on the concerns astronomers have about OneWeb, SpaceX's Starlink, and other satellite initiatives from the likes of Facebook (FB) and Amazon (AMZN). More and more companies are building competing offerings to canvas […]
- ABBV
- AMZN
- CSX
- FB
- GBT
- GRUB
- KSU
- NSC
- OMC
- PFE
- SAGE
- UBER
- UMP
- WPP
It's your last chance to register for tonight's big event... Our friend Dr. Steve Sjuggerud over at Stansberry Research is hosting a free, can't-miss event tonight where he'll discuss the future of this historic bull market. His "Melt Up" thesis has been spot-on as the market has grinded higher... and tonight, he's announcing an important […]
- BKNG
- OMC
- WHR
The current discussions about 'debt forgiveness' programs have a historical precedent... Here at Altimetry, we employ several current college students and recent graduates, thanks to our relationship with the great co-op program at Northeastern University. (As a graduate of the program myself, I'll admit I'm biased in talking about how great it is.) Due to […]
- ABBV
- EXC
- GILD
- IBM
- NOK
- NTDOY
- PUGOY
- TXN
Financial models are only as good as the assumptions that drive them... It's one of the first things we teach our MBA students. If you forecast a company's revenue and profits and investments without an understanding of the factors that power those metrics, the financial model is as likely to be accurate as a blind […]
Many investors are concerned about the long-term effects of the coronavirus outbreak on financial markets... In yesterday's Altimetry Daily Authority, I discussed the direct impact of the coronavirus on my global travel over the past week. The disruption brought two things to the forefront: How much more the world is interconnected today than ever before, […]
- IBM
- ISRG