Month: January 2018

15 Minutes of Fame: The Intersection of User-Generated Video, Social Media and Mobile Devices

15 Minutes of Fame: The Intersection of User-Generated Video, Social Media and Mobile Devices

Everyone Wants Their 15 Minutes of Fame It’s a primary reason why Instagram “Stories” are so popular. That and the feature’s ease-of-use. Instagram has created an engaging, almost frictionless user experience that enables anyone to vlog their life in a series of micro videos with a 24-hour shelf life – i.e “Stories”. Stories is the … Continue reading 15 Minutes of Fame: The Intersection of User-Generated Video, Social Media and Mobile Devices

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What if Alphabet Were to Acquire Walmart in an Effort to Better Compete with Amazon?<span class="badge-status" style="background:red">Premium</span> 

What if Alphabet Were to Acquire Walmart in an Effort to Better Compete with Amazon?Premium 

It’s fun to speculate. What if Google parent company Alphabet were to acquire Walmart in an effort to better compete with Amazon? One of the advantages that Amazon has in an AI-driven world is a fully integrated retail experience. Amazon customers may speak buy orders into their Alexa-powered smart device - “re-order paper towels” - … Continue reading What if Alphabet Were to Acquire Walmart in an Effort to Better Compete with Amazon?Premium 

Alphabet’s Chronicle Gets the Shine While AWS Is The Sleeping CyberSecurity Giant Nobody Talks About

Alphabet’s Chronicle Gets the Shine While AWS Is The Sleeping CyberSecurity Giant Nobody Talks About

Chronicle vs. AWS One of Alphabet's Moonshot projects was released into the world last week. The company is named Chronicle  - read more about it here. In short, Chronicle is a CyberSecurity company whose value proposition is to sell its machine learning-driven offering to large enterprises. We believe this could be a difficult sale for … Continue reading Alphabet’s Chronicle Gets the Shine While AWS Is The Sleeping CyberSecurity Giant Nobody Talks About

Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

Welcome to Apple Health Apple recently announced that this spring it will release an update to its iOS for iPhones and iPads that will include a new “Health Records” feature that will provide access to personal medical records covering allergies, conditions, immunizations, lab results, medications, procedures and vitals. Given the ubiquity of the iPhone we … Continue reading Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

Two’s A Trend: “CEORater Technology Founder CEO Index” Wins Second Match

We wanted to see how the CEORater Technology Founder CEO Index would fare if we were to market cap weight the components (review component details here). Therefore we compared our CEORater Index to the S&P 500 Information Technology Index (Ticker: S5INFT). We compared total stock returns for each for the period January 3rd 2017 - January 22nd … Continue reading Two’s A Trend: “CEORater Technology Founder CEO Index” Wins Second Match

CEORater Technology Founder Index Outperformed S&P 500 Technology ETF

We examined the stock performance of Technology companies led by founder CEOs vs. a broader Technology index where the CEOs of the component companies are not necessarily company founders. The CEORater Technology Founder CEO Index is an extract from our CEORater database. You may view the component companies here. We reviewed the period from January … Continue reading CEORater Technology Founder Index Outperformed S&P 500 Technology ETF

We’ve Been Critical of Xerox Since 2012

We’ve Been Critical of Xerox Since 2012

We have been critical of Xerox’s (tkr: XRX) senior leadership since 2012 when I wrote a letter to former Xerox CEO Ursula Burns advocating a strategic M&A plan (read my letter here). We agree with Messrs. Icahn and Deason that XRX put itself up for sale. Listen to our recent CEORater Podcast on the subject: … Continue reading We’ve Been Critical of Xerox Since 2012

Amazon HQ2 – A Masterclass in Marketing

Amazon HQ2 – A Masterclass in Marketing

Earlier this week Amazon released the 20 finalist cities in the Amazon HQ2 sweepstakes. By running a prolonged, public HQ location selection process, Amazon is in effect running (and benefitting from), the world’s largest free marketing campaign. We discuss in CEORater Podcast episode 112 (which is now available on Amazon Alexa-powered devices such as the … Continue reading Amazon HQ2 – A Masterclass in Marketing

Corporate Governance & Communicating Your Long-Term Strategy

Corporate Governance & Communicating Your Long-Term Strategy

BlackRock (tkr: BLK) is going "activist" within the passive investment (i.e. index funds) side of their house. Regardless of whether or not you agree with the approach (we don't entirely agree with the social activist element nor the activist approach to passive funds) there is great merit to the idea of holding public company management … Continue reading Corporate Governance & Communicating Your Long-Term Strategy