Operating at the Intersection of Technology and the Capital Markets
Category: Information Services
One of the great distortions caused by the joint fiscal and monetary policy of 2020 and 2021 is that equities and the lowest-rated non-investment grade credits are two of the all too rare places where investors may earn a return. Savers and Fixed Income investors be damned. Many companies are enjoying their stocks trading at … Continue reading Investors Should Ask More of Their Management Teams
Below are the most viewed CEOs on our CEORater platform from June 1st 2020 through June 1st 2021. The first table is a downloadable image file with the top 20 CEOs ranked by number of pageviews on CEORater.com. The second table is an interactive version - it provides direct links to the CEORater Profile for … Continue reading Most Viewed CEOs on CEORater
Based on the inbound traffic to our CEORater and TEK2day properties our best guess is that M&A due diligence is taking place for a deal between some combination of Fiserv (FISV), FIS Global (FIS) and Global Payments (GPN). The last time we saw this type of activity on our platform was in the several months … Continue reading Deals Brewing Based On CEORater and TEK2day Traffic?
The best management teams know to plan for the worst and hope for the best. COVID was a reminder to many business leaders that anything can come out of left field and blind side a business. Despite the COVID lesson we believe that many CEOs and CFOs take certain financial conditions for granted as if … Continue reading Plan for the Worst. Hope for the Best.
Technology companies such as Stripe, FactSet and thousands of others make certain of their offerings available via APIs. Stripe was founded as an "API" company, simplifying the back-end infrastructure of the payments industry. If your company is new to making various data elements and tools available to customers and partners via APIs, understanding the Market … Continue reading When New To APIs, Which Data Services To Expose First?
We doubled down on our bet that Federal unemployment benefits will be extended beyond September 6th after listening to Joe Biden tell us that the sky is not blue. The longer these enhanced Federal unemployment benefits remain in force the longer the Labor Participation Rate will remain below 2019 levels. This will continue to impact … Continue reading Federal Unemployment Benefits Will Be Extended In September
As the economy reopens certain states are better positioned than others as it relates to capturing economic activity generated from live events and in-person transactions. AT&T Stadium in Arlington, Texas hosted more than 73,000 people Saturday night for a boxing card. Texas is one of the more relaxed states as it relates to COVID restrictions … Continue reading Florida and Texas Poised To Capture Market Share As Economy Reopens
CEORater began an experiment several years ago whereby we built a concentrated "buy and hold" equal-weight portfolio consisting of quality Enterprise Software names that would be held for a minimum of five years. The benchmark is the S&P North American Expanded Technology Software Index (SPNASEUP). CEORater is up 4.2% Year-to-Date vs. 2.0% for the benchmark … Continue reading CEORater Portfolio Ahead of The Benchmark
Biden's 10-Year Climate Plan - which the Administration is pursuing without the approval of Congress - will tax American companies and citizens. We expect: more bogus carbon offsetting programs across all industries (including Technology), higher consumer energy prices and job losses for Americans. This centralized government power grab is also sure to create enormous fraud … Continue reading Biden’s Climate Plan Is A Tax On Companies And Individuals
With RPA pure play UiPath's (tkr: PATH) recent IPO and lofty valuation we suggest investors consider less expensive Enterprise Software companies that incorporate Robotic Process Automation ("RPA"), into their broader offerings. Pegasystems (tkr: PEGA) and SS&C Technologies (tkr: SSNC) come to mind. See below for links to additional TEK2day articles that cover RPA, IPA ("Intelligent … Continue reading A Cheaper Way To Play RPA
