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

31/03/2025

"With prices so elevated, Cal-Maine Food (CALM) is set for another massive surge in and . But it's not going to last, and investors are well aware.

Take a look at the light blue bars. These show short-term expectations, which tend to be pretty accurate. As we endure another period of high egg prices, Uniform returns are expected to reach 38% this year.

But after that, (the white bars) expect Uniform ROA to fall back to 9%. That's more in line with the company's regular years. As you can see, the market isn't convinced by Cal-Maine's recent strong numbers.

We couldn't agree more. There's no way anyone should be earning 40% returns on eggs. As prices come back down, folks who bought in during this blip will be left holding the bag," states Joel Litman of Altimetry.

25/03/2025

Coca-Cola's Big Bet on Milk Isn't Enough

In 2012, Coca-Cola partnered with dairy farmers to develop Fairlife – a premium milk brand. It's now a breakout success, surpassing $1Bin sales. But one bright spot isn't enough to change the bigger picture ➡️ https://tinyurl.com/2rudth6w

23/03/2025

Today, Rob Spivey dives deep into Eli Lilly's explosive growth fueled by the GLP-1 drug market. The company has pledged to spend $27 Billion on new U.S. plants!

Full Episode ➡️ tinyurl.com/2uzw7kxb

22/03/2025

Skeptics have been predicting the downfall of the U.S. dollar for years! But the U.S. dollar isn't weakening –it remains the world's most powerful and trusted ➡️ https://bit.ly/4ieLJLU

21/03/2025

Altimetry Authority is now live! The market is melting down—thanks to Washington. What should investors do next? This week, Joel and Rob breakdown DC’s impact on the markets, a major shift at the Fed, & why America runs on credit. Watch episode ➡️ https://tinyurl.com/2uzw7kxb

20/03/2025

This Isn't the '60s All Over Again

The U.S. market makes up about 64% of global market capitalization (historical peak of 72% in the late 1960s.) Today, we'll take a closer look at investors' worries – and reveal a key difference between then and now ➡️ https://tinyurl.com/mjtpu5em

18/03/2025

Wall Street just punished Alphabet (GOOGL) for spending too much on AI. "However, history tells a different story as it relates to the world's most valuable tech businesses," states Joel Litman of Altimetry ➡️ https://sbry.media/4iqRK85

17/03/2025

We're Still Betting on the U.S. Dollar

Some economists claim U.S. tariffs or sanctions could push other countries to abandon the greenback. But despite these theories, the data tells a different story ➡️ https://tinyurl.com/nhkvw6yr

14/03/2025

The Market Is Doubting Alphabet's $75 Billion AI Bet

Wall Street just punished Alphabet (GOOGL) for spending too much on AI. Alphabet isn't making a mistake, it's making the exact kind of investment that built the world's most valuable tech businesses ➡️ https://tinyurl.com/mtmkmnp6

11/03/2025

This Energy Leader Needs a Boost

Today, Joel Litman explains why activist fund Elliott Investment Management's stake/involvement could improve BP's profitability... and why the market has yet to recognize its full upside potential ➡️ https://tinyurl.com/yc4ehy73

10/03/2025

How do you feel about remote work ending for Federal employees? Joel and Rob talk to people in the U.S. government regularly and recently heard this little nugget of information...

Watch Full Episode ➡️ https://tinyurl.com/3hpn52cc

07/03/2025

"Swedish defense manufacturer Saab (STO: SAAB-B) specializes in high-tech military systems. With NATO committing to significant long-term investment, member states will need new providers outside the U.S," states Joel Litman of Altimetry ➡️ https://sbry.media/3DuH5dm

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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.