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The quality of as-reported numbers can lead to investment decisions that are no better than investing using your horoscope... We joke about the above, so imagine our surprise when someone came up with an actual app that recommends stocks to invest in, using astrology. Move aside, Robinhood... Bull & Moon might be the next popular […]
- AMZN
- FB
- GOOGL
- WRK
'Can you send shorts, too?' One of our readers, Leigh, wrote in and asked us if we could provide one good short idea for every two long ideas we provide in our Altimetry's High Alpha and Altimetry's Hidden Alpha newsletters. He wasn't complaining... Leigh was kind enough to say that thanks to our powerful Uniform […]
- BUD
- GE
- HSY
- MDLZ
- WHR
A quick video on Roku... Yesterday, we mentioned that Altimetry Director of Research Rob Spivey had hosted a webinar for our institutional clients on Friday, where he discussed streaming-device maker Roku (ROKU) and other tech and broadcasting names. We've discussed Roku before, so we wanted to give you access to the video. Rob was taking […]
- ALLE
- BZH
- DAN
- DHI
- KBH
- LEN
- LKQ
- ROKU
- TOL
Joel's note: Starting today, we're doing something new in Altimetry Daily Authority... We'll still feature our stock or idea of the day, but we'll also begin to include other things that may interest you – whether it's an article, a podcast, something from my travels, or an opportunity I think could benefit you. Send your […]
- BKNG
- CMCSA
- DISCA
- MSFT
- ROKU
Dear reader, George Soros is one of the great thematic and macro investors of the past century. He started Soros Fund Management in 1969 with less than $12 million in assets under management and with early partners including Jim Rogers and Stanley Druckenmiller. Soros rebranded as the Quantum Fund in 1973, and he took that […]
- CSCO
- MPWR
Dear reader, In 2017, anyone thinking of buying online-retail giant Amazon (AMZN) saw a massive price-to-earnings ("P/E") ratio of 190. With a P/E ratio this high, many people likely walked away from the stock... and missed out on a 50% gain since then. In 2015, investors looking at social media giant Facebook (FB) saw a […]
- ACIA
- AMD
- AMZN
- CGNX
- DBX
- FB
- FISV
- GPN
- ITRI
- LFUS
- SQ
- VMW
Dear reader, We live in a cyclical world. Consumer trends are a great example. During the 2000s, we couldn't wait until the next generation of cellphones came out... with each phone smaller than the previous one. The Samsung Juke, released in 2007, had a 1.4-inch display. Today, each generation of smartphone is bigger than the […]
- ADP
- CSL
- GE
- HON
- MMM
- UTX
Dear reader, In 1893, the battle for the future of the U.S. – and the world – was underway in Chicago. The World's Fair was accepting bids to provide power for the international exposition, and inventors Thomas Edison and Nikola Tesla were both eager to prove the superiority of their electrical systems. Tesla teamed up […]
- DHR
- GE
Dear reader, Share buybacks are a battleground for politicians and economists alike. Back in 1936, in the depths of the Great Depression, Democratic President Franklin D. Roosevelt claimed share buybacks could be a solution to income inequality. His argument was that capital languished in corporations that paid lower taxes than investors, and so the federal […]
- GE
- IBM
Dear reader, It takes 13 years to paint the George Washington Bridge from end to end. As more than 50 million vehicles cross every year, around 20 workers clamber up the scaffolding of the 88-year-old bridge, paintbrushes in hand. In order to qualify with the Port Authority of New York and New Jersey, applicants are […]
- AXTA