Filter Archive
Being Nice At the Office Goes Beyond Just Corporate Culture

I had breakfast with one of my mentors a few weeks ago... We met in New York to catch up. As one of the most successful and senior investment bankers during his time, he was incredibly influential in my decision to leave Wall Street. He was more than encouraging and helped me to strike out […]

Securities Analyzed
  • RCRUY
As Office Loyalty Changes, This Tech Giant Wins

A change is in the wind for managers and employees... The U.S. and the world continue to make progress with rolling out the coronavirus vaccine. And society is slowly marching back to some form of normalcy. According to a survey from The Economist, at the beginning of the pandemic, employees were generally optimistic about working […]

Securities Analyzed
  • MSFT
When People Want to Go to 'Monte Carlo,' This Tech Giant Wins

As the old saying goes, 'In this world, nothing can be said to be certain, except death and taxes'...  But as politicians debate the tax code, even that may not hold true.  That's why smart people shy away from absolutes. Instead, they often talk in probabilities – especially with regard to the stock market. Here […]

Securities Analyzed
  • ORCL
Carbon Capture Could Be a Game Changer... And Utilities Are Watching

The Bill & Melinda Gates Foundation is one of the most well-known charitable organizations in the world... The Gates Foundation has donated more than $55 billion to date to various areas and needs across the globe. When thinking about the Gates family, many folks bring up its donations in the world of health care. While […]

Securities Analyzed
  • SO
Those Who Fail to Study Financial History Are Doomed to Repeat It

Last week, I presented at Northeastern University... I always find these events refreshing. As regular Altimetry Daily Authority readers know, many interns have come through our doors thanks to Northeastern's co-op program, and we've gone on to hire plenty of these young folks full-time. Altimetry Director of Research Rob Spivey – a Northeastern alum – […]

The Market Hasn't Yet Priced In One of the Biggest Losers of the 'At-Home Revolution'

While working at home has some negatives, it's important to keep the positives after the pandemic recedes... The coronavirus pandemic has affected workers across the globe, in every industry. If companies had the capability, they shifted legions of employees to remote work. Spending so much more time at home has driven a huge change in […]

Securities Analyzed
  • FB
  • GOOGL
  • HPP
  • NFLX
  • SQ
  • TWTR
  • UBER
A Closer Look at the 'Noise' Surrounding This Beverage Giant

The press loves to report on fortunes won and lost by entrepreneurs... This is why the story of Lex Greensill's meteoric rise and fall has been making the rounds over the past few weeks. Despite the mind-boggling amount of money made and lost, this swift change in fortune comes in a sleepier industry than most. […]

Securities Analyzed
  • KDP
The Hidden Force Behind This Media Mogul's Recent Success

Here at Altimetry, we spend a lot of time thinking about our corporate culture...  It drives the success within companies, as it dictates attracting and retaining employees. It's what gives any business its identity.  In particular, we focus on inclusiveness along with an open-door policy.  This allows all employees within Altimetry to be aware of […]

Securities Analyzed
  • GHC
The Upstart Japanese Whisky Industry Is Being Upended... And One Distiller Stands to Benefit

After recently gaining the spotlight, Japanese whisky is changing... Until recently, liquor connoisseurs would point to Scotland as the undisputed home of fine whisky (spelled without the "e" in Caledonia and places that seek to mimic the Scots' flavor profile). However, over the past 20 years, the popularity of Japanese whisky has exploded onto the […]

Securities Analyzed
  • STBFY
The 'Rule of 18' Is Breaking Down

For years, investors used a simple rule of thumb to determine whether the market was cheap or expensive... It's a matter of adding the price-to-earnings (P/E) ratio of the market to the current inflation rate. If the number was less than or equal to 18, the market was cheap. If the number was greater than […]