Rob Spivey

Director of research at Altimetry who uses Uniform Accounting to reinterpret corporate financials and identify investment opportunities, with a focus on M&A catalysts and accounting-adjusted earnings.

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Dec 1, 2025 • 57min

These Tools Can Help Uncover the Companies Worth Investing In

Rob Spivey, Director of Research at Altimetry, returns to share insights on how Uniform Accounting helps uncover true corporate values. He debates the Federal Reserve's interest rate cuts and the hype surrounding AI, drawing parallels to the dot-com bubble. Spivey also highlights key M&A opportunities in sectors like tech and healthcare, emphasizing the importance of trusting data amidst market fears. He outlines a three-step approach for picking winning stocks and stresses the strategy of investing in durable businesses that are likely to benefit from consolidation.

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