Category: Asset Management

Cult of CEO Personality & Implications for Stock Prices

Cult of CEO Personality & Implications for Stock Prices

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

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Streaming Wars: ESPN+ KO’s DAZN

Streaming Wars: ESPN+ KO’s DAZN

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

Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Microsoft's proof-of-concept "Project Silica" stores Warner Brothers' original Superman movie on a piece of quartz glass measuring 75x75x2 millimeters thick. It is estimated that more than 100 Zettabytes of data will be stored in the cloud by 2023 (from a data volume standpoint one Zettabyte represents as much information as there are grains of sand … Continue reading Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Episodic Television Is the Key to Winning the Streaming Wars

Episodic Television Is the Key to Winning the Streaming Wars

Episodic TV carries a superior risk/reward compared to feature films. The streaming wars featuring Disney (tkr: DIS), Netflix (tkr: NFLX), Apple (tkr: AAPL), Amazon (tkr: AMZN), AT&T (tkr: T), and others will be won by the content producers that capture the most subscribers over a measurable period of time. Questions that content producers must answer … Continue reading Episodic Television Is the Key to Winning the Streaming Wars

For These FinTech Names Staying the Course Paid Off.<span class="badge-status" style="background:red">Premium</span> 

For These FinTech Names Staying the Course Paid Off.Premium 

Consistent pursuit of a focused mission tends to pay dividends over time. We provide several examples of public FinTech companies that have successfully done so. We include growth opportunities and near-term risks for each company. Companies mentioned: FactSet Research Systems (tkr: FDS); PayPal (tkr: PYPL); SS&C Technologies (tkr: SSNC); Stripe (private) FactSet Research Systems (tkr: … Continue reading For These FinTech Names Staying the Course Paid Off.Premium 

Facebook to Leverage “Authentication” to Drive Ad Revenue?

Facebook to Leverage “Authentication” to Drive Ad Revenue?

For comic relief I watched some of the Facebook congressional hearings (video below). While Facebook's Calibra/Libra cryptocurrency initiative was the hearing's focus, clues were offered as to what may lie ahead for Facebook users and Ad buyers. At the 6:24:30 mark of the video, U.S. Representative Dean Phillips (D-MN), asked Facebook founder and CEO Mark … Continue reading Facebook to Leverage “Authentication” to Drive Ad Revenue?

Uber: Little IP & Less Profitability than Meets the Eye

Uber: Little IP & Less Profitability than Meets the Eye

If you read these pages or listen to our TEK2day Podcast you know we avoid companies with little in the way of defensible intellectual property ("IP") or a sustainable competitive advantage. We have consistently articulated this sentiment about Uber for the past several years. Further, Uber has less operating leverage than one may conclude after … Continue reading Uber: Little IP & Less Profitability than Meets the Eye

FinTech for Growth & Profitability

FinTech for Growth & Profitability

Investors that value growth AND profitability ought to consider a number of tried-and-true FinTech names. Several days ago we were critical of some of the recent IPO and IPO hopeful crop of companies that enjoyed (even if temporarily) nosebleed valuations while delivering little in the way of recurring revenue much less profitability. Contrast that with … Continue reading FinTech for Growth & Profitability