Filter Archive
Two Aerospace Titans Have Different Reasons for Needing the Government Support They Both Receive

Boeing (BA) and Paris-based Airbus (AIR.PA) have seen a long and heated rivalry throughout the decades... To understand why these companies have been foes for so long, we must look at their history. William E. Boeing founded his namesake firm back in 1916. After countless acquisitions through the 1920s and '30s, Boeing became the leader […]

Securities Analyzed
  • AIR.PA
  • BA
  • LMT
This Consulting Firm Is One of the Few Taking Its Own Medicine

Management consulting firms make their money by telling clients how they can be disrupted...  Giving this advice on how to stay ahead has created a $200 billion industry. And yet, consulting firms can be disrupted themselves. Just as doctors often make terrible patients, consultants refuse to take their own advice and innovate. These firms have […]

Securities Analyzed
  • ADBE
  • IBM
  • MSFT
  • ORCL
  • PRFT
  • UPWK
The Government's Free Lending in the Pandemic Has Investors Worried About 'Zombie Companies'

An ideal capitalist system creates losers and winners from market forces... The "invisible hand" should promote smart, intuitive businesses to thrive and push unsuccessful companies out of existence. However, as Japan has shown, this doesn't always happen in practice... In the second half of the 20th century, the country's economy was on a roll. Japan […]

Earning Double-Digit Returns by Leveling the Playing Field for Child Development

When you're born has a significant effect on your success... My public school decided when students could enter classes based on whether their birthday was before or after September 1.  I was born in late June, so I was one of the youngest students in my class. Had I been born two and a half […]

Securities Analyzed
  • BFAM
This Equipment Supplier Wins as More Travelers Head to the Greens Than to the Skies

The coronavirus pandemic has created huge changes to consumer spending trends... A few weeks ago, financial-services firm Jefferies released a piece discussing trends in personal consumption. Over the past decade, folks have spent more money on services than goods. This means spending more on vacations and restaurants than cars or televisions. This trend was strongest […]

Securities Analyzed
  • ELY
As the Classroom Shifts Online, One Education Services Provider Is Set to Benefit

Education is evolving on the fly... Across the globe, teachers are coping with classroom challenges in the wake of the coronavirus pandemic. Some of these changes will be temporary, while others may have long-lasting effects. Earlier this month, market-research firm CB Insights examined some of the many innovations that have emerged during the crisis – […]

Securities Analyzed
  • LOPE
Surging Cybersecurity Attacks Are a Boon for This Software Company

More work is shifting online... and that means cybersecurity is a growing concern. For people working at home, the threat is becoming harder to control. When employees were in the same place, hacking was easier to defend against. Now, workers are using personal laptops on unsecured networks. This means hackers have more points of attack […]

Securities Analyzed
  • RDWR
  • SHOP
Investors Aren't 'Irrationally Exuberant'... And That's Great for the Market

This election season has been unlike any other in recent history... With the coronavirus pandemic forcing the major party candidates away from the usual volume of in-person campaigning, strategies have needed to change. Moreover, President Trump's positive coronavirus test at the beginning of the month certainly made for a dramatic "October surprise." Analysts are scrambling […]

Here's What a World-Famous Consultant Understood About Incentives

As I said last Friday, Altimetry and the entire 'Powered by Valens Research' team hops on a weekly call to foster collaboration... At the end of the call, I provide a coaching comment to help the troops in whatever way a few choice words could make a difference in their work and personal lives. We […]

Securities Analyzed
  • GE
  • ORCL
  • SAP.DE
The Pandemic Could Turbocharge This Online Education Company's Profitability

Many of Altimetry's U.S. employees, including our Director of Research, come from Northeastern University... Northeastern's "hybrid" work/study model is unique in the world of higher education. Students typically complete two to three "co-ops" – six-month internships – while at the school. These programs give students the opportunity to spend extended periods of time gaining real-world […]

Securities Analyzed
  • DIS
  • GE
  • JNJ
  • MSFT
  • STRA