Archive

Why SPAC Mania Came and Went So Quickly

Why SPAC Mania Came and Went So Quickly

When this hedge fund legend embraced SPACs, Reddit loved it... The world of WallStreetBets, "meme stocks," and HODL ("hold on for dear life") was mostly just fun and games until it went to war against Wall Street. GameStop (GME) was the weapon of choice, and investment firm Melvin Capital was the first major casualty. Members […]
The 'Workforce Revolution' Will Be a Tailwind for This Enterprising Company

The 'Workforce Revolution' Will Be a Tailwind for This Enterprising Company

Why would the CEO of one of the largest global consulting houses step down at 54? It was the question the audience was asking itself at a recent event held at the Harvard Club last month in Boston on "How a Global CEO Reinvents the Workforce." As I mentioned in yesterday's Altimetry Daily Authority, my […]
This Tech Giant Could Solve the Restaurant Industry's Problems

This Tech Giant Could Solve the Restaurant Industry's Problems

The restaurant industry's woes may have more to do with a lack of innovation than supply chain disruption... Many companies needed to take a more modern approach to staffing with updated workforce models even before the global pandemic. Last month, I attended a session on "How a Global CEO Reinvents the Workforce" at the Harvard […]
These Companies Are Still Holding On Despite Reopening Delays

These Companies Are Still Holding On Despite Reopening Delays

The last few weeks have felt eerily familiar…  For many companies, the end of summer was supposed to mark the return to the office. A common goalpost for employees was reopening after Labor Day.  But much like the promise of the initial lockdown in March 2020 only lasting for two weeks, current office reopening plans […]
This Poultry Giant Is About To Go Private With a Fortune

This Poultry Giant Is About To Go Private With a Fortune

This chicken producer is getting out while the market is red hot... With a weekly production of around 90 million pounds of broilers – chickens raised specifically for their meat – Sanderson Farms (SAFM) is the third-largest poultry producer in the U.S. But this Mississippi-based poultry producer falls behind the likes of industry giants for […]
We Just Lived Through the Shortest Recession in History

We Just Lived Through the Shortest Recession in History

The pandemic-induced recession was the shortest ever... The private nonprofit organization National Bureau of Economic Research ("NBER") officially defines a recession as a "significant decline in economic activity spreading across the economy, lasting more than a few months."  When the NBER's Business Cycle Dating Committee drafted this definition in 2009, it could never have foreseen […]
Keep This Adage in Mind When You're Investing

Keep This Adage in Mind When You're Investing

Many Americans can quote these solemn words by heart... But they don't actually come from the Bible... You may be familiar with this prayer. It is no wonder that it resonates with so many, with a message both empowering and serene. God, grant me the serenity to accept the things I cannot change, courage to […]
The 'Return to the Office' Should Be a Tailwind for This Midwestern Company

The 'Return to the Office' Should Be a Tailwind for This Midwestern Company

Using monastic lessons to guide the transition from WFH to the office... Although many companies continue to push back their return dates due to the recent surge of the delta variant of the coronavirus, it seems inevitable that at some point in the future, corporate America will return to in-person work – at least for […]
Why This Pharma Company Is Hanging On by a Thread

Why This Pharma Company Is Hanging On by a Thread

A separate medical controversy was brewing amid the coronavirus pandemic... COVID-19, the disease caused by the coronavirus, became one of the leading causes of death in the U.S. last year, third behind heart disease and cancer. Luckily, treatments and vaccines were developed in a short year-long sprint by the medical community. From a medical standpoint, […]
What to Know About China's Recent Tech Crackdown

What to Know About China's Recent Tech Crackdown

It's clear no company is safe from China's corporate crackdown… Over the past few months, it has felt like you can't go a week without a new Chinese tech company getting into trouble with the country's regulators and the rejuvenated Chinese Communist Party's leadership.  First, it was Alibaba (BABA), with the canceled initial public offering […]