Month: June 2019

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Whether evaluating a company as an investment vehicle or as a potential vendor, the processes are similar. Three elements are at the heart of our due diligence process when we evaluate Technology companies as investment vehicles and when we evaluate them as vendors. 1.) Quality of the Management Team. We listed this attribute first as … Continue reading Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Big Bubbles Get Bigger

Big Bubbles Get Bigger

To borrow a line from one of America's all-time great CEOs, Dr. John Malone - "Big Bubbles Get Bigger - Little Bubbles Disappear" There is less surface tension as bubbles rise thus they continue to expand. The same is true of technology companies both from an M&A perspective as well as from a competitive standpoint. … Continue reading Big Bubbles Get Bigger

Top Fintech CEOs by Total Stock Return

Top Fintech CEOs by Total Stock Return

We ranked the top Fintech CEOs as measured by stock price performance. You may access the PDF version HERE and the Excel version HERE. We used IPO date as the beginning period for measurement purposes. In the event a CEO began his/her tenure after the IPO date, we used that start date as the beginning … Continue reading Top Fintech CEOs by Total Stock Return

Convenience as a Service (“CaaS”)

Convenience as a Service (“CaaS”)

We recently published an article entitled "The Now Economy and Workplace Implications". Sticking with this theme and on the heels of Walmart's latest salvo in the "Walmart vs. Amazon Food Delivery War", we have published a list of food delivery services. We also share our thoughts as to how this game may play out - … Continue reading Convenience as a Service (“CaaS”)

Advanced Analytics & Intelligent Automation: Front to Middle to Back Office

Advanced Analytics & Intelligent Automation: Front to Middle to Back Office

TEK2day Podcast episode 290: A Conversation with Scott Kurland, Global Head of Product Marketing, SS&C (tkr: SSNC) "Singularity" Predictive Analytics powered by Machine Learning, Natural Language Processing ("NLP"), and general Artificial Intelligence have been part of investment management front offices (especially "quant" shops) for some time. Yesterday we met with Scott Kurland who leads the … Continue reading Advanced Analytics & Intelligent Automation: Front to Middle to Back Office

CEOs – The Most Undervalued Investment Variable

CEOs – The Most Undervalued Investment Variable

We are sometimes critical of CEO compensation packages, yet we are first to admit that CEOs have an outsized influence on the future prospects of companies large and small. This is particularly true of fast-moving industries such as technology where having the correct CEO in place may mean catching the latest technology wave - cloud, … Continue reading CEOs – The Most Undervalued Investment Variable

Salesforce to Acquire Tableau Software – Expect More Such Deals

Salesforce to Acquire Tableau Software – Expect More Such Deals

The supply of Data Scientists is a constraint toward building Advanced Analytics practices including broadly-defined AI. Therefore, we expect this supply constraint to be a catalyst for M&A activity. We covered this "supply" topic last week in our article "AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity" The supply of data scientists is being stretched … Continue reading Salesforce to Acquire Tableau Software – Expect More Such Deals

The Now Economy and Workplace Implications

The Now Economy and Workplace Implications

The "Now Economy" We are all familiar with streaming services such as Netflix and ESPN+ which provide immediate gratification. Food delivery is one of the hottest sectors for Venture Capital (Walmart has recently followed suit). Smart home technology is making it such that we aren't required to lift a finger within the home - soon … Continue reading The Now Economy and Workplace Implications

AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity

AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity

Today Artificial Intelligence is viewed by many as a mysterious miracle technology. Tomorrow AI will be as commonplace as electricity, powering all sorts of software applications and smart devices. Whether it be conversational AI, machine learning, deep learning, NLP or RPA, a variety of these technologies will underpin not only discreet applications and workflows, but … Continue reading AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity

Insurance Companies Are Undervalued Tech Companies

Insurance Companies Are Undervalued Tech Companies

Insurance Companies Are Undervalued Technology-Enabled Services Companies Insurance companies are undervalued Technology-Enabled Services companies. Further, they share attributes with richly-valued SaaS companies – namely predictable, recurring revenue. Insurance companies obviously don’t develop and sell technology as a core business, yet they leverage various software applications and analytical tools that power their core underwriting services. From … Continue reading Insurance Companies Are Undervalued Tech Companies