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These Big Tech Giants Use Creativity to Generate Massive Returns

These Big Tech Giants Use Creativity to Generate Massive Returns

Joel's note: Both the market and Altimetry are closed on Monday in observation of Labor Day. So, look for the next Altimetry Daily Authority on Tuesday, Sept. 7. We wish everyone a safe and enjoyable weekend. Thinking outside the box requires time away from the office cubicle… I'm back in Istanbul, spending a lot of […]
This Giant Hotel Chain Stands to Profit as People Travel More

This Giant Hotel Chain Stands to Profit as People Travel More

During the economic shutdown, work got busier than ever... The pandemic-induced recession and recovery are often described as K-shaped instead of more typical recoveries. A simple recovery might be V-shaped if there is a sudden and short dip before a quick recovery, or W-shaped if there are two dips before the real recovery. However, this […]
Why This Airliner Can Weather the Recent COVID-19 Surge

Why This Airliner Can Weather the Recent COVID-19 Surge

What appeared to be a summer reopening is quickly slamming shut with the uptick in COVID-19 cases...  As summer draws to an end, many folks seek to squeeze in a final vacation over the coming Labor Day weekend. But with the delta variant of the coronavirus spreading rampantly around the country, some might be worried […]
The $33 Billion Battle Over This Railway Operator Isn't Worth It

The $33 Billion Battle Over This Railway Operator Isn't Worth It

After a multimonth bidding war, the North American train landscape is about to look different... Canadian Pacific Railway (CP) and Canadian National Railway (CNR.TO), two of the largest railway operators in North America, have been fiercely battling over acquiring smaller rival Kansas City Southern (KSU), a short-rail operator south of the border.  The drama began […]
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 […]