Archive

As Transportation Changes, Not All Auto Parts Companies Will Win

As Transportation Changes, Not All Auto Parts Companies Will Win

The next ‘Digital Frontier’ is unfolding… Companies like Waymo – a division of Alphabet’s (GOOGL) Google – Tesla (TSLA), and Uber (UBER) are working to make the next science-fiction idea into reality. Self-driving cars – or autonomous vehicles (“AVs”) – are steadily evolving into a real product. These companies are currently conducting real-world testing, with […]
A Shaky Reopening Might Put the Nail in This Cruise Line's Coffin

A Shaky Reopening Might Put the Nail in This Cruise Line's Coffin

Travel destinations are rethinking their commitment to some parts of the industry…  The travel and leisure industries have spent the past year shellshocked as travel plans around the globe screeched to a halt during the coronavirus lockdowns.  Major cruise lines and airlines are a long way from recovering to their pre-pandemic levels. However, as vaccine […]
In the Land of the Blind, This ESG Data Vendor Is King

In the Land of the Blind, This ESG Data Vendor Is King

One of the hottest investment themes of the past five years is to be ‘better’… Environmental, social, and governance (“ESG”) investing has become a massive force in the investment industry in recent years.  This investment philosophy involves choosing companies that don’t focus solely on profits, but also on all the different ways a business affects […]
Looking at Investor Credit Through the Proper Lens

Looking at Investor Credit Through the Proper Lens

Credit is the gasoline that the economy runs on… Here at Altimetry Daily Authority, we often talk about the importance of credit and the credit cycle in the health of the economy. If the economy were a big machine, the pistons and gears would be the workers and companies that make up the GDP. However, […]
To Make Better Decisions, Do Like the Roman Emperors

To Make Better Decisions, Do Like the Roman Emperors

I was recently catching up with my longtime friend Jeff Madden… Jeff runs a fund called the “U.S. Alpha Fund,” and he does a great job of it. The fund’s returns are ranked in the top 10% in terms of portfolio returns. That ranking may even be too conservative. His fund is one of the […]
'Fake Meat' Is Gaining Steam, But Read This Before Buying This Market Darling

'Fake Meat' Is Gaining Steam, But Read This Before Buying This Market Darling

Patrons of Taco Bell have been guessing at the meat contents for years… With such low prices and customer expectations, it’s been a long-running joke that the meat in the fast-food chain’s tacos, burritos, and other menu items is not actually meat. We’ve heard rumors that it’s only 36% actual beef, comprised of low-quality, “grade-D” […]
Here's What to Look for With the Real Winners of the 5G Rollout

Here's What to Look for With the Real Winners of the 5G Rollout

With stiff competition and a clear race in the 5G network rollout, the big telecom companies are upping their marketing efforts… It’s hard to turn on a TV or use the Internet without getting bombarded by ads about which cellphone provider is offering the best and most reliable 5G services. Each company is constantly trying […]
Turning 'Digital Supply Chains' Into Big Profitability

Turning 'Digital Supply Chains' Into Big Profitability

Supply chains should be a source of strength… But in recent years, many folks believe supply chains have been stretched too far. And now, they’re under pressure due to disruptions from the coronavirus pandemic. For almost three decades, supply chains have been run to maximize efficiency. Companies have been taking every step possible to maximize […]
Here's What Our Trusty Credit 'Dipstick' Says About Another Recession

Here's What Our Trusty Credit 'Dipstick' Says About Another Recession

If you gave credit investors a crystal ball in March 2020 that would enable them to look forward a year, they wouldn’t believe the results… Fourteen months ago, few people were prepared for the massive shift that was about to be unleashed on the market and reverberate through the world.  If you had told credit […]
Here's How to Evaluate Potential Multibaggers

Here's How to Evaluate Potential Multibaggers

Here at Altimetry Daily Authority, Joel and I have recently emphasized the importance of asking questions… We’ve talked about Socrates and the dialogue, as well as John Stuart Mill and freedom of speech. As I said last Friday… Mill believed pushing for constant dialogue was essential because the strongest opinions were often the least informed. […]