Companies mentioned: Accenture (ACN), Alibaba (BABA), AWS (AMZN), Azure (MSFT), Bottomline Technologies (EPAY), Broadridge (BR), DataRobot (Pvt.), GCP (GOOG), IHS Markit (INFO), Oracle (ORCL), Palantir (Pvt.), Qlik (Pvt.), Solera (Pvt.), SS&C (SSNC), Tibco (Pvt.), Verisk (VRSK). Accenture’s CEO of North America, Julie Sweet, will become CEO of Accenture effective September 1st 2019. Ms. Sweet is … Continue reading Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.
Category: Corporate Governance
FTC slaps Facebook on the wrist and levies $5B fine. Combining legacy Facebook, Instagram and WhatsApp. A grand product strategy or slick tactical move to avert regulators? Facebook only found religion as it relates to user privacy after the FTC threatened to break up the company into three separate entities - 1) legacy Facebook, 2) … Continue reading Checkmate. Facebook Wins.
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
Tesla CEO Elon Musk's $2.3 Billion compensation package is an example of poor corporate governance and a self-serving Board (ACCESS Our Commentary HERE). For examples of how to run a business well and fairly compensate CEOs for performance - look no further than CoStar (tkr: CSGP) and SS&C (tkr: SSNC). Our CSGP and SSNC data … Continue reading Tesla’s $2.3 Billion CEO Compensation Package
We have updated our CEO Compensation & Pay Disclosure data to reflect Friday's 14A filings. Further, we have segmented our data (ACCESS CEORater's Segmented Data Tables HERE). Page ONE is a summary page, followed by FINTECH companies, LARGE CAP, MID CAP and SMALL CAP companies. Last, we include the Full Universe.
Some CEOs help generate significant returns, while others are content to watch the world burn... Lyft is off 22% from its $72 IPO price, but we will save the glorified taxi discussion for another day. We calculated CEO Pay Ratios for a number of CEOs and Board chairs (ACCESS OUR DATA HERE). Should you wish … Continue reading CEO Pay Ratios
We pulled a list of the top CEOs from our CEORater platform as measured by our "CRScore". The CRScore is a crowdsourced score based upon user reviews at CEORater.com. CEOs are scored on a scale of 0-100, 100 being the best. Users "review" CEOs by posting comments, allocating a Thumbs Up or Down, and by … Continue reading CEORater’s Top CEOs
The SEC ought not allow companies to issue supervoting or non-voting shares - a method companies use to enable founders to exercise control beyond their share ownership. To my knowledge it has only been a few, high profile Technology companies that have used this trick. Alphabet (tkr: GOOG) split its stock into three classes in … Continue reading Supervoting Shares = Poor Corporate Governance
FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and Lambs
CEO tenure is getting shorter and we believe a primary cause is less than optimal alignment between CEOs, Executive Team members and Corporate Boards. Alignment Scale Exercise On a scale of 1-10 (10 is best) where would you rate the level of alignment between yourself and your direct reports? Between yourself and your Board of Directors?You may … Continue reading CEO – Executive Team – Board (“CEB”) AlignmentPremium