Operating at the Intersection of Technology and the Capital Markets
Category: Personality
I wonder what the Tesla/Elon Musk bulls are thinking now that TSLA shares are significantly off and Musk is distracted by Twitter? Musk is an erratic, volatile personality and getting distracted easily is what such personalities do. We warned you that Musk was not the world's greatest corporate chief (articles below), and certainly not the … Continue reading CEOs Matter: Elon Musk.
When you invest in a company (public or private), you're betting on the CEO and management team, not a product or service. A CEO can torpedo or lift a company's prospects overnight. Microsoft under former CEO Steve Ballmer and current CEO Satya Nadella underscores the importance of the CEO. Ballmer was a Marketing exec that … Continue reading Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter
Zuckerberg is an entrepreneur at heart, not an operator. Therein lies the problem. Our view is that as the macro environment continues to slow and as the original Facebook and Instagram platforms underperform, Zuckerberg will pull investment forward on his metaverse initiative. The metaverse is what interests Zuckerberg and that's where he will spend his … Continue reading META’s Downside Risk
"G" is the most important letter in "ESG" investing. "G" or "Governance" refers to the men and women who comprise corporate management teams and Boards. Management - the CEO in particular - matters a great deal as to the long-term success of any company. Too frequently CEOs and Boards put Executive Compensation ahead of corporate … Continue reading CEOs That Put Themselves First
Apple (ticker: AAPL) reports earnings this week, which got me thinking about former Apple co-founder and CEO Steve Jobs. In October it will have been 11 years since his passing. There likely will not be another Technology CEO in my lifetime that will get as much out of his/her employees as Jobs got out of … Continue reading There Will Never Be Another Steve Jobs
Barclays CEO Jes Staley finally stepped down over his ties to Jeffrey Epstein. We wrote some months ago (HERE), that we were puzzled as to why Barclays' Board of Directors did not remove Mr. Staley. https://soundcloud.com/ceorater
A CEO's personality offers insights into how that CEO leads his/her company. For example, NLP techniques applied to earnings call transcripts uncover CEO personality attributes that speak to a propensity for undertaking unnecessary risk. For example, Tesla CEO Elon Musk scores low in a couple of key areas (analysis HERE), such that his "outside the … Continue reading Cult of CEO Personality
To date approximately 90% of TEK2day content has been free to readers. That will change on September 1st when the majority of our content will move to "premium" status including 100% of our long-form content. Certain of our articles - those of the single paragraph nature - will remain free to readers. Premium TEK2day articles … Continue reading Nothing’s For Free
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
Over the weekend Warren Buffett stated that poor leadership is the greatest risk facing companies. Mr. Buffett is preaching to the choir and knows a thing or two about bad leadership having lived through scandal and CEO turnover at Wells Fargo while Berkshire was a large holder. Coca Cola - another Berkshire holding - hasn't … Continue reading CEO Quality Matters. Warren Buffett Agrees.
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