PayPal (tkr: PYPL) plans to acquire e-commerce rewards company Honey Science Corporation for approximately $4 billion. The deal is expected to close in Q1 2020 and is but another Fintech deal in a year rich with Fintech transactions. PayPal plans to leverage Honey, legacy PayPal and Venmo as a payments triangle of sorts. Honey of … Continue reading Mobile Commerce – PayPal to Acquire Honey for $4 Billion
Month: November 2019
Our CEORater equal-weight mock Technology portfolio leverages various CEORater investing principles and has outperformed by a significant margin. (tickers mentioned: ADBE, AMZN, CSGP, GOOG, MA, MSFT, NOW, SSNC, TWLO, VEEV, VRSK) We kicked off an experiment in Q1 of 2019. This experiment - not to be confused with the CEORater Technology Founder CEO Index - … Continue reading High Quality Tech Names – Steady as She Goes
Not all businesses are created equal. Leverage the attributes that make yours unique. It is critical for CEO's and executives in general to understand the attributes that make their respective businesses unique. These unique attributes vary and may include elements of product design, engineering, service delivery, product quality and intellectual property among others. Executives ought … Continue reading Leverage Your Unique Attributes
We at CEORater have highlighted the importance of CEO personality in terms of its influence on corporate strategy, operational and financial performance and thereby implications for stock prices. Don't take our word for it, there's plenty of published research from various academic institutions including the work of David Larker and Charles O'Reilly, both of Stanford … Continue reading Cult of CEO Personality & Implications for Stock Prices
Today Disney announced that its new streaming service - Disney+ - crossed the 10 million subscriber mark on Day 1. What might the value of those 10 million new subscribers be if we were to apply a SaaS-like multiple of revenue to the approximate $840 million revenue stream? (read more).
Unbelievable. I was always of the belief that patients/consumers would soon port their medical records to the cloud. It is outrageous that Google and Ascension acted on patient medical records without patient permission. Google CEO Sundar Pichai and Ascension CEO Joseph Impicciche ought to step down. Commandeering medical records makes a mockery of privacy law. … Continue reading Google and Ascension Act Brazenly with Patient Medical Records
We look at a few leading FinTech and Information Services companies from a cash flow perspective (read more).
We attended Polaroid Day at MIT Museum this weekend and were reminded of the genius of Edwin Land, co-founder of the Polaroid Corporation. "Like visiting a shrine" is how Apple co-founder Steve Jobs described meeting Land. Polaroid's Board did a great disservice to Land and his company. Film Forever Polaroid's original instant camera - 1947's … Continue reading Polaroid Day & “Polavision” Instant Video
We believe there is significant opportunity cost to Apple TV+. Admittedly it is difficult to quantify. Apple is transitioning from a transaction revenue model (iPhone and related device sales) to a hybrid revenue model as services such as Apple TV+ introduce a recurring revenue element. We like recurring revenue. By definition recurring revenue is predictable … Continue reading Apple TV+
Streaming content provider DAZN suffered a knockout over the weekend that may be impossible to come back from. We are calling it now. The Streaming Wars have suffered the first high profile casualty. DAZN - the nascent streaming network for combat sports - is in the process of raising money. We would love to be … Continue reading Streaming Wars: ESPN+ KO’s DAZN