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This Iconic Automaker Is Stronger Than Investors Realize

This Iconic Automaker Is Stronger Than Investors Realize

Joel's note: The Altimetry offices are closed on Monday for Presidents' Day, so look for the next Altimetry Daily Authority on Tuesday, February 18. The responses have been flooding in all week... We want to thank all our readers for responding to Tuesday's article, where we mentioned the discussion in the Democratic presidential debates about […]
Combatting Consolidation in the Rail Industry

Combatting Consolidation in the Rail Industry

Astronomers aren't the only ones who should be worried about start-up satellite initiatives... The New York Times ran an interesting article last Thursday on the concerns astronomers have about OneWeb, SpaceX's Starlink, and other satellite initiatives from the likes of Facebook (FB) and Amazon (AMZN). More and more companies are building competing offerings to canvas […]
Wall Street Is Massively Understating This Advertising Conglomerate's Profitability

Wall Street Is Massively Understating This Advertising Conglomerate's Profitability

It's your last chance to register for tonight's big event... Our friend Dr. Steve Sjuggerud over at Stansberry Research is hosting a free, can't-miss event tonight where he'll discuss the future of this historic bull market. His "Melt Up" thesis has been spot-on as the market has grinded higher... and tonight, he's announcing an important […]
Reinvent Your Way to Higher Returns Than Wall Street Thinks

Reinvent Your Way to Higher Returns Than Wall Street Thinks

The current discussions about 'debt forgiveness' programs have a historical precedent... Here at Altimetry, we employ several current college students and recent graduates, thanks to our relationship with the great co-op program at Northeastern University. (As a graduate of the program myself, I'll admit I'm biased in talking about how great it is.) Due to […]
Student Loans Are a Misleading Economic Signal

Student Loans Are a Misleading Economic Signal

Financial models are only as good as the assumptions that drive them... It's one of the first things we teach our MBA students. If you forecast a company's revenue and profits and investments without an understanding of the factors that power those metrics, the financial model is as likely to be accurate as a blind […]
Investors Should Embrace Artificial Intelligence... And This Medical-Devices Firm Proves It

Investors Should Embrace Artificial Intelligence... And This Medical-Devices Firm Proves It

Many investors are concerned about the long-term effects of the coronavirus outbreak on financial markets... In yesterday's Altimetry Daily Authority, I discussed the direct impact of the coronavirus on my global travel over the past week. The disruption brought two things to the forefront: How much more the world is interconnected today than ever before, […]
We Expected Spinoff 'Growing Pains' for This Medical-Devices Firm

We Expected Spinoff 'Growing Pains' for This Medical-Devices Firm

Coronavirus concerns hit close to home this week... I spend a lot of time flying between Asia and North America... I'm often meeting with our clients in the U.S. and making sure our operations in Manila are running smoothly. The world has been blessed over the past 30 years as it has gotten smaller at […]
Wall Street Is Wrong About This Trillion-Dollar Tech Giant

Wall Street Is Wrong About This Trillion-Dollar Tech Giant

It happens to everyone... and it can be frustrating. When asked about something you know but can't remember the answer to, maybe you responded with something along the lines of, "I'll remember it later and let you know." But have you ever wondered why you tell someone that? We have a saying here at the […]
The Milkman Delivery Model Still Has Value

The Milkman Delivery Model Still Has Value

We're not the only ones who are still bullish on this market... Regular Altimetry Daily Authority readers know all the macro data we look at is telling us to stay optimistic about the market. And we're not alone... Our friend Dr. Steve Sjuggerud over at our corporate affiliate Stansberry Research is hosting a free online […]
Another Leading Credit Indicator... From 'Loss Aversion'

Another Leading Credit Indicator... From 'Loss Aversion'

A bad industry beats a great manager every time, but maybe not a great investor... Last week, the legendary Warren Buffett announced that he was selling Berkshire Hathaway's entire portfolio of newspapers – including the Buffalo News – to Lee Enterprises. The Buffalo News is integral to Buffett's lore. He purchased the paper in 1977 […]