Archive
Alternative assets aren't so alternative anymore... Pensions and endowments have been looking to break into the world's alternative assets for a long time. You can get a diverse stock portfolio by adding asset classes like private equity and real estate. And this helps big investment shops reduce correlations in their portfolios. Alternative investment firms like […]
- BX
- KKR
- STEP
While most people know how Steve Jobs changed computing, few know how he changed movies... The late Apple (AAPL) founder famously revolutionized the world of computers in the 1980s by bringing a graphical user interface ("GUI") to personal computing. In 1985, Jobs created NeXT after being forced to resign from Apple. NeXT began as a […]
- AAPL
- DIS
Russia's invasion of Ukraine hasn't gone according to plan... Russia's full-scale invasion of Ukraine came after years of rising tensions between the two countries. The world was surprised by the speed with which the invasion began. Even more surprising is how Russia appears to be stunned by the firm resistance Ukraine forces have shown. No […]
- GD
As Russia-Ukraine tensions continue to rise, we're starting to feel the effects here in the U.S... Last week, the U.S. and the U.K. announced another pivotal step in the effort to pressure Russia to halt its war in Ukraine. They announced a ban on imports of Russian oil and Russian-finished petroleum goods. While Russian oil […]
The most important factor in building Altimetry... Warren Buffett once said, "In looking for people to hire, look for three qualities: integrity, intelligence, and energy. And if they don't have the first, the other two will kill you." We approach recruiting and hiring people with the same mindset we have when reviewing management teams. Determining […]
- NNVC
Steve Jobs' visionary status was built on reacting to and learning from the things around him... Growing up in Silicon Valley, Jobs was fortunate enough to have access to a computer in the NASA Ames Research Center. Starting with computers at such a young age led Jobs to spend his life dreaming about what computers […]
- AAPL
- MSFT
- XRX
You may have been hearing, "May you live in interesting times..." While this saying isn't truly a curse in some languages, the last few years have led many to rethink the premise. Those hoping for calm after the lifting of pandemic-related restrictions are left feeling disappointed. The headlines of another crisis just kept rolling in […]
- NEE
Scammers have recently turned to dating apps to find their next victim... If you've binged Netflix (NFLX) at all during the past couple of months, no one will blame you for concerns of being scammed. First on Netflix was Inventing Anna, where a fake German heiress swindles wealthy New Yorkers and banks into giving her […]
- BMBL
- NFLX
After the first two months of 2022, investors are surveying the damage... After the quickest economic recovery in history leading to historic highs, the last few months have done much to reverse investors' fortunes. The market has been routed, with the major indexes significantly down since the beginning of the year. The S&P 500 Index, […]
- XLI
- XLK
I'm writing to you this week from Belgium... Brussels, the country's capital, hosts the offices for most European Union ("EU") organizations. The city also shares the European Parliament with Strasbourg, France. It's the de facto headquarters and capital of the EU, even though it isn't officially named one. Before I get to investing thoughts, I […]
- LPLA