Month: December 2018

CEORater Technology Founder CEO Index Outperformed in 2018

CEORater Technology Founder CEO Index Outperformed in 2018

The CEORater Technology Founder CEO Index posted an Unweighted Return of 8.2% for calendar 2018 vs. -2.5% for the benchmark (ticker: RYT). +10.7% outperformance. The CEORater Technology Founder CEO Index posted a Weighted Return of 7.8% for calendar 2018 vs. -3.0% for the benchmark (ticker: S5INFT). +10.8% outperformance. To view the individual stocks that comprise … Continue reading CEORater Technology Founder CEO Index Outperformed in 2018

Smart Innovation: Innovation as a LOB or “Innovation as a Service”<span class="badge-status" style="background:red">Premium</span> 

Smart Innovation: Innovation as a LOB or “Innovation as a Service”Premium 

Successful product innovation is a bit like capturing lightning in a bottle. It is no different from creating a hit movie or a hit song. Despite its ethereal nature innovation can be run as a line of business. Make no mistake - innovation is a volume game - at bats matter. Below are six principles … Continue reading Smart Innovation: Innovation as a LOB or “Innovation as a Service”Premium 

SS&C Technologies: Multi-Tenant Machine Learning at Scale

SS&C Technologies: Multi-Tenant Machine Learning at Scale

For the past few years I've poked around the machine learning ("ML") and artificial intelligence ("AI") space. I advised Boston-based DataRobot back in 2014 when they started to build their machine learning platform. I've thought about how we at CEORater may leverage ML to score CEOs and companies. Typically when we read about ML and … Continue reading SS&C Technologies: Multi-Tenant Machine Learning at Scale

Predicting CEO Actions and Financial Outcomes Based On CEO Personality<span class="badge-status" style="background:red">Premium</span> 

Predicting CEO Actions and Financial Outcomes Based On CEO PersonalityPremium 

Could we have predicted that Elon Musk's restlessness would have led to his founding of (SpaceX) even though he more than had his hands full with Tesla? How about his latest company - "The Boring Company" - could its founding have been predicted? The answer is "maybe". Are we surprised by Musk's emotionless approach to … Continue reading Predicting CEO Actions and Financial Outcomes Based On CEO PersonalityPremium 

Stock Buybacks & Overzealous Cookie Consumption

Stock Buybacks & Overzealous Cookie Consumption

You are a Technology company CEO and/or Board member and the company generates significant free cash flow. You are thinking through your options as to how best to deploy discretionary capital: 1.) M&A: Our advice is go for it. M&A is rarely easy for a variety of reasons but a disciplined approach can result in … Continue reading Stock Buybacks & Overzealous Cookie Consumption

Now Is the Time for Apple to Acquire SoundCloud<span class="badge-status" style="background:red">Premium</span> 

Now Is the Time for Apple to Acquire SoundCloudPremium 

Podcasts (and Music) Provide Apple an Opportunity to Gain Market Share  Apple wishes to boost its iCloud business which lags AWS, Google and Microsoft's cloud offerings. In addition, Apple Music lags Spotify. In podcast land, the Apple Podcast directory commands approximately 70% market share. Other directories include Google Podcasts, Stitcher, iHeartRadio and many others. The … Continue reading Now Is the Time for Apple to Acquire SoundCloudPremium 

CEORater Technology Founder CEO Index Significantly Outperformed YTD

CEORater Technology Founder CEO Index Significantly Outperformed YTD

Regular readers know that we are partial toward Technology Founder CEOs vs. hired CEOs as a general rule.  Our experience is that founder CEOs are generally better than hired CEOs at anticipating customer market needs, in many cases before customers know they have a need. Founder CEOs care deeply about details of the business that … Continue reading CEORater Technology Founder CEO Index Significantly Outperformed YTD