Category: Personality

Corporate Governance Is Everything

Corporate Governance Is Everything

MSCI (ticker MSCI), and other FinTech vendors have got the "Governance" component of ESG all wrong. Good governance has nothing to do with identity politics and everything to do with ensuring that companies have highly qualified leadership in place at the Operating and Board levels. For example, MSCI's Governance scoring system (table below), captures zero … Continue reading Corporate Governance Is Everything

Churchill’s “War On Inflation” Speech

Churchill’s “War On Inflation” Speech

Below is Winston Churchill's "War On Inflation" speech as conceived by ChatGPT. My fellow citizens of England, today I stand before you to discuss a matter of utmost importance, the war we are waging against inflation. This battle is not just about the numbers on a ledger, but about the future of our great nation … Continue reading Churchill’s “War On Inflation” Speech

META: Where Will Growth Come From?

META: Where Will Growth Come From?

Analysts estimate that META will grow revenues in 2023 over 2022. However, the estimates I see imply that revenue growth will be back-end loaded. We know how that usually ends. I see META struggling to generate year-over-year Revenue growth and expect for 2023 to be a down Revenue year. Zuckerberg is not an Operator. META's … Continue reading META: Where Will Growth Come From?

Google Firings: Why CEO Personalities Matter

Google Firings: Why CEO Personalities Matter

Companies are a reflection of the personalities of their founders and CEO. Is anyone surprised by the fact that Google terminated employees without notification other than automated user account deactivations? Google is a Quant-centric company founded by two Quants (Larry Page and Sergey Brin) and led by a hand-picked, data-driven, quant-centric CEO (Sundar Pichai). You … Continue reading Google Firings: Why CEO Personalities Matter

Google LaMDA: Step Aside ChatGPT

Google LaMDA: Step Aside ChatGPT

The public will see a demo version of Google's conversational AI platform - LaMDA - this year. My view is that Google LaMDA ("Language Model for Dialogue Applications"), will blow OpenAI's ChatGPT out of the water. Google is the AI King. The company indexes more content and invests more capital in Advanced AI than any … Continue reading Google LaMDA: Step Aside ChatGPT

Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter

Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter

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