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The opposite of evolution is 100 years of financial statements... As I write this, I'm preparing a speech this Saturday titled "Frontiers of Accounting." I'm covering how the calculation of earnings has changed so dramatically over time. In 1919, the annual report for automaker General Motors (GM) was just 19 pages long. I'm looking at […]
- AMZN
- GM
The responses have been coming in all week... I wasn't sure how the note about intermittent fasting ("IF") would go over last Wednesday, particularly before the biggest day of eating of the year... But I hope you had a wonderful Thanksgiving and were able to spend it with family and friends. I was happy to […]
- AAP
- MUSA
Maybe he was hoping this would make the market change its mind about his company... In October, we wrote about how steel company Cleveland-Cliffs' (CLF) CEO Lourenco Goncalves showed his displeasure with analysts on recent earnings calls, claiming they didn't understand his business. We also highlighted how the market might not understand the company's real […]
- AKS
- CF
- CLF
Legendary investor Warren Buffett frequently mentions that he adjusts as-reported accounting metrics before making an investment decision... He also implores others to do the same – the GAAP numbers offer an incomplete picture of a company's real performance. Here at Altimetry, the core of our analysis is based on identifying the dislocations created by these […]
- AMZN
- TECD
- XOM
Which companies do you want us to cover in Altimetry Daily Authority? A few weeks ago, reader Ken responded to our article on conglomerate General Electric (GE) and asked if we'd look at a specific company. We hope it didn't take too long... That business is the one we're covering in today's piece. Let us […]
- BUD
- CRON
- GE
- MO
Can a fresh face solve an old problem? On November 12, we wrote about how conglomerate General Electric (GE) still doesn't look cheap despite its shares falling from $31 to $11 over the past three years. One of the reasons why GE still looks so expensive is because the company still has a significant amount […]
- GE
- WMT
Joel's note: The Altimetry offices are closed tomorrow and Friday for the Thanksgiving holiday, so look for your next Altimetry Daily Authority on Monday, December 2. See you then! Wishing you and yours a happy Thanksgiving... Every year around Thanksgiving, I like to take a little time to look back with our team to highlight […]
It's the kind of insightful and pointed research that Wall Street analysts are known for... You may have seen the footage last week of electric-vehicle maker Tesla's (TSLA) announcement of its new pickup truck. Whatever your view of the company, the introduction of a pickup truck potentially opens up a market that could be very […]
- ABT
- TSLA
- VZ
Over the past couple weeks, we've received a number of questions about something that's becoming increasingly popular in the markets... As we explained in the November 11 Altimetry Daily Authority, this controversial method of capital allocation is "a battleground for politicians and economists alike." Readers were curious not only about what it says about general […]
I want to be young... Or I at least want to feel it. Who doesn't? I began a research journey into what my friends have called "bio-hacking." I simply called it a search and a test for ways to be, feel, and heal like when I was younger... This study and self-interest began with an […]
- IONS
- SLDB
- TSLA