Altimetry

Altimetry Altimetry is a boutique financial research and publishing firm providing individual investors with unique, unbiased investment recommendations and analytics.
(33)

While inflation headlines may be worrying now, be ready for a supply chain problem to transform into a powerful capex cy...
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

Big changes are coming to health care, and one company's transition in their approach is shaking up the industry.More: h...
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

The pandemic may have changed how corporations think about business travel forever. It could have a negative impact on o...
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

While most pundits reporting during earnings season are laser-focused on certain company earnings, we noticed a larger p...
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

Beware of rising capital gains and dividend taxes, but don't overreact to them.More: https://bit.ly/3GDOZxP
01/11/2021

Beware of rising capital gains and dividend taxes, but don't overreact to them.

More: https://bit.ly/3GDOZxP

With its legal battles and compounding pressures from changing consumer behavior, Macy's faces serious problems.More: ht...
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
While commodity price spikes are yet another example of short-term inflation, it could mean big profits for domestic alu...
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

Goldman Sachs' performance helps to highlight just how good things are looking for Wall Street.More: https://bit.ly/2ZjD...
26/10/2021

Goldman Sachs' performance helps to highlight just how good things are looking for Wall Street.

More: https://bit.ly/2ZjDo5Y

Given the current inflation dynamics, investors should allow the market noise to clear, and continue to take advantage o...
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

We've found a tiny company that's revolutionizing the security space using biometrics. And it's unlocking a massive mark...
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

While the economy is hot and stocks are flying high, our Joel Litman says that doesn't mean to brace for a crash.More: h...
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

For some companies, the current supply chain issues creates massive opportunities. More: https://bit.ly/3zBcRNS
24/09/2021

For some companies, the current supply chain issues creates massive opportunities.

More: https://bit.ly/3zBcRNS

The recent market plunge has had many folks scrambling to understand what is going on.More: https://bit.ly/3lPScRy
23/09/2021

The recent market plunge has had many folks scrambling to understand what is going on.

More: https://bit.ly/3lPScRy

If you looked at this company's as-reported metrics, you would never see any economic value in the business. Our data sh...
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

Looking at the Fed's recent actions, it is clear why the central bank is still not overly worried about inflation and is...
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

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...
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

Investors should pay attention to the money the government and the military will be spending to improve cybersecurity.Mo...
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

Our unique analysis shows that Amazon has much more going on below the surface than a casual observer would guess.More: ...
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

As-reported metrics fail to capture large transformations for companies that have built new, better businesses on top of...
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

Inflation is surely running hot right now as supply disruptions continue to roil segments of the global supply chain. Bu...
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

Our exclusive data shows how essential this company is to steer the workplace transformation facing businesses across al...
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

Although restaurants have been hammered during the pandemic, it is not a given that these businesses are priced at attra...
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

The market expects this company to do great things now that the average software development office might look more like...
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

A deeper look into the numbers shows how investing in helping employees become more creative helps yield sustainably hig...
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

As the return to vacationing continues to unfold, even despite the recent setbacks, hotel companies are winning.More: ht...
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

Investors have little reason to fear Delta will be unable to pay back its debts, which makes it a classic example of a "...
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

After a bidding war, the North American train landscape is about to look different. But is this train company as valuabl...
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

Investing in new and exciting financial instruments has become fairly popular, but let's make sure that we are on the sa...
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

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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.