Operating at the Intersection of Technology and the Capital Markets
Month: February 2018
Square's Jack Dorsey – Tech's Best Value Over Past 14 Months We dipped into our CEORater database as we regularly do and ran a query to return the Technology stocks with the greatest stock price appreciation over the period January 3rd 2017 through February 23rd 2018. We then took the Top 20 Technology Companies as … Continue reading Square’s Jack Dorsey – Technology’s Best CEO Value
Human Capital is Key “It’s people! Soylent Green is people!” shouted Charlton Heston’s Robert Thorn in 1973’s Soylent Green. Fast forward 45 years and people remain central to the process. Although the process we refer to isn’t recycled human foodstuff but rather the global economy where Intellectual Capital provides economic sustenance and Human Capital is … Continue reading It’s People! It’s People!
Bezos is Top Tech CEO with a Total Stock Return of 83,639% We recently queried our CEORater database to identify the Top Technology CEOs as measured by stock price performance during each CEO's tenure. Amazon's Jeff Bezos topped our list by a wide margin. For purposes of this exercise it helped to have been a … Continue reading Top Tech CEOs: Bezos Is Best as Measured by Total Stock Return
A New Heavyweight Healthcare Entrant The recently announced non-profit joint venture between Amazon, J.P Morgan and Berkshire Hathaway was notably scarce on detail. We previously wrote about how Apple is well-positioned to “consumerize” healthcare. The good news is that there is room for others to add value to the healthcare ecosystem. Trust, Payments & Price … Continue reading AmazonGo for Healthcare?
Our Hypothesis: Founder CEOs Will Outperform Over the Long-Term We believe that founder CEOs will generally outperform non-founder peer group CEOs as well as broader benchmarks over the long-term. We believe this to be true both in terms of stock market returns as well as operating performance as measured by traditional financial measures such as … Continue reading Technology Companies Led by Founder CEOs Outperform the Benchmark
Yes if You Ask Us While AT&T moving to acquire Time Warner and Disney (and Comcast?) moving to acquire Fox are interesting deals, it’s more interesting to us what the next chess move may be in a world that increasingly values content (live sports and premium original content in particular). We recently wrote about and … Continue reading Is Apple Disney’s End Game?
What Is A LiDAR System? Light Detection And Ranging ("LiDAR") sensors are detection and survey systems to estimate the proximity of a target object. LiDAR sensor systems consist of four primary elements: 1.) Lasers 2.) Scanners 3.) Photodetector receivers 4.) GPS navigation systems. LiDAR systems enable autonomous vehicles (or robots), to observe the world with: a.) Continuous 360 … Continue reading Meet Luminar Technologies – the LiDAR Company Powering Toyota’s Autonomous Vehicle Program
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