Altimetry
Altimetry is a boutique financial research and publishing firm providing individual investors with unique, unbiased investment recommendations and analytics.
16/11/2021
While inflation headlines may be worrying now, be ready for a supply chain problem to transform into a powerful capex cycle, lifting hundreds of companies with it.
More: https://bit.ly/3FiNi7v
12/11/2021
Big changes are coming to health care, and one company's transition in their approach is shaking up the industry.
More: https://bit.ly/3quX6qP
11/11/2021
The pandemic may have changed how corporations think about business travel forever. It could have a negative impact on one company in particular.
More: https://bit.ly/31Ro2ab
09/11/2021
While most pundits reporting during earnings season are laser-focused on certain company earnings, we noticed a larger picture – that revenue estimates bucked a decadelong trend.
More: https://bit.ly/3C2a41v
01/11/2021
Beware of rising capital gains and dividend taxes, but don't overreact to them.
More: https://bit.ly/3GDOZxP
28/10/2021
With its legal battles and compounding pressures from changing consumer behavior, Macy's faces serious problems.
More: https://bit.ly/2XUDrVB
28/10/2021
27/10/2021
While commodity price spikes are yet another example of short-term inflation, it could mean big profits for domestic aluminum makers that have struggled to compete with China for years.
More: https://bit.ly/3vNe30m
26/10/2021
Goldman Sachs' performance helps to highlight just how good things are looking for Wall Street.
More: https://bit.ly/2ZjDo5Y
25/10/2021
Given the current inflation dynamics, investors should allow the market noise to clear, and continue to take advantage of opportunities to buy the dip.
More: https://bit.ly/3jC939U
20/10/2021
It's time to look away from the heavyweights for alpha.
More: https://bit.ly/2Z28oaD
20/10/2021
We've found a tiny company that's revolutionizing the security space using biometrics. And it's unlocking a massive market opportunity. https://bit.ly/3piCTnK
27/09/2021
While the economy is hot and stocks are flying high, our Joel Litman says that doesn't mean to brace for a crash.
More: https://bit.ly/39IYpJ7
24/09/2021
For some companies, the current supply chain issues creates massive opportunities.
More: https://bit.ly/3zBcRNS
23/09/2021
The recent market plunge has had many folks scrambling to understand what is going on.
More: https://bit.ly/3lPScRy
22/09/2021
If you looked at this company's as-reported metrics, you would never see any economic value in the business. Our data shows what Wall Street misses.
More: https://bit.ly/2XBZEac
20/09/2021
Looking at the Fed's recent actions, it is clear why the central bank is still not overly worried about inflation and is more concerned about the labor market.
More: https://bit.ly/3kqzL6l
20/09/2021
By tapping the hidden corners of the stock market we can see how one sleep company's ROA is closer to two times what the as-reported numbers reflect.
More: https://bit.ly/3AkmDVO
17/09/2021
Investors should pay attention to the money the government and the military will be spending to improve cybersecurity.
More: https://bit.ly/3lzNoPS
17/09/2021
Our unique analysis shows that Amazon has much more going on below the surface than a casual observer would guess.
More: https://bit.ly/3lynP1z
14/09/2021
As-reported metrics fail to capture large transformations for companies that have built new, better businesses on top of their legacy ones.
More: https://bit.ly/3lo0obh
13/09/2021
Inflation is surely running hot right now as supply disruptions continue to roil segments of the global supply chain. But the turmoil will not last forever.
More: https://bit.ly/3nssHb7
09/09/2021
Our exclusive data shows how essential this company is to steer the workplace transformation facing businesses across almost every industry.
More: https://bit.ly/3tqvHpw
08/09/2021
Although restaurants have been hammered during the pandemic, it is not a given that these businesses are priced at attractive entry points.
More: https://bit.ly/2YtFfEM
07/09/2021
The market expects this company to do great things now that the average software development office might look more like a bedroom or a dining table than a corporate office.
More: https://bit.ly/3ttQrN9
03/09/2021
A deeper look into the numbers shows how investing in helping employees become more creative helps yield sustainably high returns.
More: https://bit.ly/3jIGQ1L
02/09/2021
As the return to vacationing continues to unfold, even despite the recent setbacks, hotel companies are winning.
More: https://bit.ly/3kLnisN
01/09/2021
Investors have little reason to fear Delta will be unable to pay back its debts, which makes it a classic example of a "Survive and Thrive" idea.
More: https://bit.ly/3gMmvH1
01/09/2021
After a bidding war, the North American train landscape is about to look different. But is this train company as valuable as it seems?
More: https://bit.ly/2V8O2ea
30/08/2021
Investing in new and exciting financial instruments has become fairly popular, but let's make sure that we are on the same page about SPACs.
More: https://bit.ly/3mP98tl
Welcome to Altimetry!
Altimetry is the study of height or measuring altitude. Said differently, the study of things that go up. In the investment world, who doesn't like things that go up?
As the consumer arm of Valens Research, we leverage the same underlying datasets, investment philosophy and strategies.
Primarily, we are guided by the knowledge that U.S. accounting guidelines – which American public companies are forced to follow – obscure the true results of a company's profitability, misleading investors.
Instead of using traditional Wall Street analyses, we deconstruct them and reassemble them using our own Uniform Adjusted Financial Reporting Standards (UAFRS) – or Uniform Accounting, for short. This process shows us the true picture of a company's potential.
Then we combine Uniform Accounting with additional, deep forensic analysis to consistently find mispriced companies poised for massive growth, which we detail for our subscribers.