Archive

A 100-Year-Old Formula... And Why We Still Use It Today

A 100-Year-Old Formula... And Why We Still Use It Today

The responses have been coming in all week… I wasn’t sure how the note about intermittent fasting (“IF”) would go over last Wednesday, particularly before the biggest day of eating of the year… But I hope you had a wonderful Thanksgiving and were able to spend it with family and friends. I was happy to […]
You Need the Best Fertilizer to Grow the Best Fiddleheads

You Need the Best Fertilizer to Grow the Best Fiddleheads

Maybe he was hoping this would make the market change its mind about his company… In October, we wrote about how steel company Cleveland-Cliffs’ (CLF) CEO Lourenco Goncalves showed his displeasure with analysts on recent earnings calls, claiming they didn’t understand his business. We also highlighted how the market might not understand the company’s real […]
Buffett Realized He Made a Mistake With This Stock

Buffett Realized He Made a Mistake With This Stock

Legendary investor Warren Buffett frequently mentions that he adjusts as-reported accounting metrics before making an investment decision… He also implores others to do the same – the GAAP numbers offer an incomplete picture of a company’s real performance. Here at Altimetry, the core of our analysis is based on identifying the dislocations created by these […]
Creating Value From Social Irresponsibility

Creating Value From Social Irresponsibility

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

What Investor Sentiment Can Tell Us About This Historic Bull Market

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

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

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'

The Problem With the Next Potential 'Dividend Aristocrat'

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

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

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'

The 'Fountain of Youth'

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

This Forgotten Company Is Core to the E-Commerce Boom

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 […]