Archive

This Event Management Company Looks to Exit the Pandemic Stronger Than Ever

By Joel Litman

Thursday, December 31, 2020

Joel’s note: The Altimetry offices are closed tomorrow for New Year’s Day. We’ll be back in touch with the Daily Authority on Monday, January 4. Many employers have been pleasantly surprised by how productive working from home has been… Folks working remotely no longer need to spend long periods of time commuting. Additionally, they can […]

This Concert Business Is Set to Survive... But That's Not the Full Story for Investors

By Rob Spivey

Wednesday, December 30, 2020

The market has rebounded sharply since its lows in March, but the events industry is still struggling… When the coronavirus pandemic began, nearly all events with large crowds were canceled. These included sporting events, conventions, and live concerts. Some of these events continue to be canceled, while others have started to pick up again. However, […]

History Is the Valuable Teacher the Ratings Agencies Aren't Listening To

By Joel Litman

Tuesday, December 29, 2020

My family and I have spent most of the past six months in Istanbul… We’re spending the holidays here, as it’s halfway between our relatives in the U.S. and the Philippines. We were in the U.S. during the lockdowns, with no way to return to the Philippines. As we found ourselves stuck bouncing around an […]

These Two Key Economic Indicators Just Hit All-Time Lows

By Joel Litman

Monday, December 28, 2020

Cruise ships may never return to normal after the pandemic… Concerns over the pandemic have been devastating for cruise ships. Major cruise line operators like Carnival (CCL) have seen their revenues collapse. With cruise ships idling, many people still think of them as floating petri dishes. When the pandemic had just started to spread to […]

Bond and Stock Investors Are at War Over This Iconic Toy Maker

By Joel Litman

Wednesday, December 23, 2020

Joel’s note: The Altimetry offices are closed for the next two days. We’ll be back in touch with the Daily Authority on Monday, December 28, after the holiday weekend. Cyber Monday saw record sales this year… According to data from Adobe (ADBE), shoppers spent a record $10.8 billion on the e-commerce shopping event. This was […]

Don't Expect This Pandemic Darling to Outperform Next Year

By Rob Spivey

Tuesday, December 22, 2020

During the holiday season, offices tend to team-build alongside the festivities… Many companies decorate the office, host holiday parties, and conduct other events to boost camaraderie. These have become a tradition for employees and a time for folks to reflect on the accomplishments of the year and the connections they built. However, in the midst […]

No One Knows a Company Like Management, So Pay Attention to This

By Joel Litman

Monday, December 21, 2020

I recently came across a fantastic piece in The Economist about a firm’s board of directors… It discusses the role board members should be playing for public companies and cultural institutions. The piece mentioned some of the rules British arts administrator Sir John Tusa wrote about in his book, On Board: The Insider’s Guide to […]

The Software Provider Behind the 'King of Calendars'

By Joel Litman

Friday, December 18, 2020

I don’t recall having to juggle so many things when I was 12…  My eldest son lives in a different world, though. Since he started 7th grade this fall, it seems like the number of to-dos on his list has jumped exponentially.  I thought that remote schooling would make things easier for him to manage.  […]

This Homebuilder Uses a Unique Strategy to Guarantee Returns During Downturns

By Rob Spivey

Thursday, December 17, 2020

Here at Altimetry Daily Authority, we’ve previously discussed the surge in home buying…  This is taking place within the context of the “At-Home Revolution.” Stuck inside and working remotely, urbanites are switching out small apartments in cities for bigger homes in the suburbs. It looks like working from home is here to stay, and folks […]

Breaking the 'Console Cycle' to Unlock Higher Returns

By Rob Spivey

Wednesday, December 16, 2020

2020 will go down as a banner year in the history of the ‘console wars’… Tech giants Microsoft (MSFT) and Sony (SNE) have both released the next version of their popular video-game consoles. Microsoft is debuting the Xbox Series X, and Sony is rolling out the PlayStation 5. In the most recent versions of these […]