Archive

Creating Value From Social Irresponsibility

By Rob Spivey

Tuesday, December 3, 2019

Which companies do you want us to cover in Altimetry Daily Authority? A few weeks ago, reader Ken responded to our article on conglomerate General Electric (GE) and asked if we’d look at a specific company. We hope it didn’t take too long… That business is the one we’re covering in today’s piece. Let us […]

What Investor Sentiment Can Tell Us About This Historic Bull Market

By Joel Litman

Monday, December 2, 2019

Can a fresh face solve an old problem? On November 12, we wrote about how conglomerate General Electric (GE) still doesn’t look cheap despite its shares falling from $31 to $11 over the past three years. One of the reasons why GE still looks so expensive is because the company still has a significant amount […]

The 'Fountain of Youth' – A Chemical and a Lifestyle

By Joel Litman

Wednesday, November 27, 2019

Joel’s note: The Altimetry offices are closed tomorrow and Friday for the Thanksgiving holiday, so look for your next Altimetry Daily Authority on Monday, December 2. See you then! Wishing you and yours a happy Thanksgiving… Every year around Thanksgiving, I like to take a little time to look back with our team to highlight […]

The Problem With the Next Potential 'Dividend Aristocrat'

By Joel Litman

Tuesday, November 26, 2019

It’s the kind of insightful and pointed research that Wall Street analysts are known for… You may have seen the footage last week of electric-vehicle maker Tesla’s (TSLA) announcement of its new pickup truck. Whatever your view of the company, the introduction of a pickup truck potentially opens up a market that could be very […]

The Popular Corporate Strategy That's an Exercise in Algebra, Not Value Creation

By Joel Litman

Monday, November 25, 2019

Over the past couple weeks, we’ve received a number of questions about something that’s becoming increasingly popular in the markets… As we explained in the November 11 Altimetry Daily Authority, this controversial method of capital allocation is “a battleground for politicians and economists alike.” Readers were curious not only about what it says about general […]

The 'Fountain of Youth'

By Joel Litman

Friday, November 22, 2019

I want to be young… Or I at least want to feel it. Who doesn’t? I began a research journey into what my friends have called “bio-hacking.” I simply called it a search and a test for ways to be, feel, and heal like when I was younger… This study and self-interest began with an […]

This Forgotten Company Is Core to the E-Commerce Boom

By Joel Litman

Thursday, November 21, 2019

The quality of as-reported numbers can lead to investment decisions that are no better than investing using your horoscope… We joke about the above, so imagine our surprise when someone came up with an actual app that recommends stocks to invest in, using astrology. Move aside, Robinhood… Bull & Moon might be the next popular […]

Home Appliances and the Illusion of Choice

By Rob Spivey

Wednesday, November 20, 2019

‘Can you send shorts, too?’ One of our readers, Leigh, wrote in and asked us if we could provide one good short idea for every two long ideas we provide in our Altimetry’s High Alpha and Altimetry’s Hidden Alpha newsletters. He wasn’t complaining… Leigh was kind enough to say that thanks to our powerful Uniform […]

The 'Airbag' in the Housing Market

By Joel Litman

Tuesday, November 19, 2019

A quick video on Roku… Yesterday, we mentioned that Altimetry Director of Research Rob Spivey had hosted a webinar for our institutional clients on Friday, where he discussed streaming-device maker Roku (ROKU) and other tech and broadcasting names. We’ve discussed Roku before, so we wanted to give you access to the video. Rob was taking […]

A Saner Head Is Prevailing in the Crypto Space

By Joel Litman

Monday, November 18, 2019

Joel’s note: Starting today, we’re doing something new in Altimetry Daily Authority… We’ll still feature our stock or idea of the day, but we’ll also begin to include other things that may interest you – whether it’s an article, a podcast, something from my travels, or an opportunity I think could benefit you. Send your […]