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The size of the target market is one of the most important aspects of proper analysis on a particular company... This simple metric helps investors understand how big a business could become, as well as the company's long-term potential. It's commonly called "total addressable market," or "TAM." Companies with larger TAMs inherently have more potential […]
- AAPL
- AMZN
- RGS
- ROKU
America's infrastructure – both natural and manmade – has been one of the greatest drivers of the size and power of our economy... The rivers of the Northeast helped make the country an early industrial powerhouse. And the massive network of rivers feeding the Mississippi allowed the U.S. to unlock the value of the 1803 […]
- MTZ
First-quarter earnings season is drawing to a close... With most of the S&P 500 Index's component companies having reported numbers, we can begin to look at how Corporate America has matched up to analyst forecasts coming out the coronavirus pandemic. So far, a strong 85% of reporting companies have beat their analysts' expectations. On average, […]
- JPM
One of the few positives of the pandemic has been more time at home for reading, writing, and catching some great investors online... And that includes investing legend Warren Buffett's Berkshire Hathaway (BRK-B). Earlier this month, the company held its famed annual meeting. In the pre-pandemic world before social distancing, more than 40,000 investors would […]
- AAPL
- BRK-B
The next 'Digital Frontier' is unfolding... Companies like Waymo – a division of Alphabet's (GOOGL) Google – Tesla (TSLA), and Uber (UBER) are working to make the next science-fiction idea into reality. Self-driving cars – or autonomous vehicles ("AVs") – are steadily evolving into a real product. These companies are currently conducting real-world testing, with […]
- APTV
- GOOGL
- TM
- TSLA
- UBER
Travel destinations are rethinking their commitment to some parts of the industry... The travel and leisure industries have spent the past year shellshocked as travel plans around the globe screeched to a halt during the coronavirus lockdowns. Major cruise lines and airlines are a long way from recovering to their pre-pandemic levels. However, as vaccine […]
- CCL
- RCL
One of the hottest investment themes of the past five years is to be 'better'... Environmental, social, and governance ("ESG") investing has become a massive force in the investment industry in recent years. This investment philosophy involves choosing companies that don't focus solely on profits, but also on all the different ways a business affects […]
- MSCI
Credit is the gasoline that the economy runs on... Here at Altimetry Daily Authority, we often talk about the importance of credit and the credit cycle in the health of the economy. If the economy were a big machine, the pistons and gears would be the workers and companies that make up the GDP. However, […]
I was recently catching up with my longtime friend Jeff Madden... Jeff runs a fund called the "U.S. Alpha Fund," and he does a great job of it. The fund's returns are ranked in the top 10% in terms of portfolio returns. That ranking may even be too conservative. His fund is one of the […]
- ABT
- BABA
- BIDU
- COST
- DHR
- JD
- JNJ
- KO
- MCD
- MDLZ
- PG
- TGT
- WMT
Patrons of Taco Bell have been guessing at the meat contents for years... With such low prices and customer expectations, it's been a long-running joke that the meat in the fast-food chain's tacos, burritos, and other menu items is not actually meat. We've heard rumors that it's only 36% actual beef, comprised of low-quality, "grade-D" […]
- BYND
- YUM