Archive

This Fashion Company's Board Destroyed Its Chance to Be the Next Louis Vuitton

By Rob Spivey

Thursday, May 14, 2020

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 […]

Another Software Firm Is Winning Big by 'Going Adobe' With Its Business Model

By Joel Litman

Wednesday, May 13, 2020

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 […]

This Farming Icon Is Primed for New Highs Thanks to the 'Replacement Cycle'

By Joel Litman

Tuesday, May 12, 2020

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 […]

Avoid 'Value Traps' in a Market Downturn With This Simple Trick

By Joel Litman

Monday, May 11, 2020

‘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 […]

This Tech Juggernaut Has Chosen to Make Less Money... to Be Worth More

By Joel Litman

Friday, May 8, 2020

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. […]

How to Learn the Secrets of the World's Richest Man

By Joel Litman

Thursday, May 7, 2020

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, […]

Buy Into the Next Berkshire Hathaway at the Ground Floor

By Joel Litman

Wednesday, May 6, 2020

A sleepy corner of the Internet comes into full focus thanks to private equity and Uniform Accounting… Domain registries are a core part of the “piping” of the Internet, but people rarely pay much attention to them. However, one of the forgotten parts of this quiet area of the Internet has recently come into focus: […]

Double-Digit Returns From Outfitting Corporate 'Spies'

By Joel Litman

Tuesday, May 5, 2020

Right now might be one of the best times to start a business in a decade… We started Valens Research – the institutional investment research firm that powers Altimetry – back in 2009, right in the teeth of the Great Recession. Wall Street was a wasteland, and we could see that there was an impressive […]

U.S. Companies Are Priced for a Disastrous 'New Normal'... And That's Good News for Investors

By Rob Spivey

Monday, May 4, 2020

This certainly isn’t the first pandemic to strike the world… Throughout history, massive disease outbreaks have dramatically changed how people lived afterwards. Here at Altimetry Daily Authority, we’ve spoken several times over the past week about how the coronavirus has changed how we’re likely to live going forward – in particular, how the shift to […]

One Company Just Came Up With a Major 'Innovation' for the At-Home Workplace

By Rob Spivey

Friday, May 1, 2020

It’s a revolutionary innovation in the world of working from home (‘WFH’)… the lunch break! This story came out in the middle of April, but I suppose we’re slow on the uptake from social media… Senior management at British food-delivery service Just Eat recently came up with a novel solution to a problem employees were […]