Archive
Joel's note: Both the market and Altimetry are closed tomorrow for Good Friday, so look for the next Altimetry Daily Authority on Monday, April 5. The post-pandemic world is emerging... Ever since the start of the coronavirus pandemic, we've been highlighting how an economic recovery will be split between industries. The businesses that service the […]
- CMG
- TXRH
Semiconductors are scarce... and companies are concerned. The semiconductor industry provides critical components for everything from electronics in phones and computers to brake sensors in cars. That means supply chain headwinds are holding up the production of goods everywhere. Without access to the necessary components for modern cars, automakers aren't likely to recover as strongly […]
- INTC
- QCOM
- TSM
Storage solutions on the power grid become essential in times of crisis... In February, most of Texas lost power when its independent electrical grid failed during winter storms. In the aftermath of the chaos, one story failed to gain traction amidst the reporting on the political scandals and costs of the disaster... Battery storage systems […]
- ALB
- LIT
- TSLA
- VST
The next initial public offering ('IPO') that investors are excited about isn't actually an IPO... Popular cryptocurrency-trading platform Coinbase is set to go public later this month. However, the company won't be doing so through a traditional IPO. Instead, it will be a direct listing. This means instead of working with banks to create new […]
- GS
- TSLA
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 […]
- RCRUY
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 […]
- MSFT
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 […]
- ORCL
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 […]
- SO
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 – […]
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 […]
- FB
- GOOGL
- HPP
- NFLX
- SQ
- TWTR
- UBER