Category: Software

SS&C Technologies Is Worth A Look

SS&C Technologies Is Worth A Look

Many investors were waiting for SS&C Technologies (ticker: SSNC) to return to organic revenue growth. The company recently checked that box in Q1 2021 and organic growth accelerated in Q2 (read more HERE). SSNC remains a relative value versus the peer group at 23x Enterprise Value to Trailing Operating Cash Flow. Further, SS&C is generating … Continue reading SS&C Technologies Is Worth A Look

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at info@tek2day.com with any questions.

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

Health records, utilities, payment processing systems, streaming platforms and thousands of other consumer and commercial use cases will either be migrated to the cloud or will continue to scale on the cloud. This activity will continue to drive cloud revenue growth for decades to come. AWS, Azure and Google Cloud are well-positioned to become three … Continue reading It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

How Technology Companies Can Fight Inflation

How Technology Companies Can Fight Inflation

The most liquid measure of the money supply - M1 - is up 4.8x since February 2020. Given the exorbitant inflation of the money supply, we are only in the early stages of price inflation. Cash-rich Technology companies can take several steps to combat inflation. Now is not the time for cash-rich Technology companies to … Continue reading How Technology Companies Can Fight Inflation

Broadcom to Acquire SAS?

Broadcom to Acquire SAS?

Tickers mentioned: AAPL, AVGO, MSFT, SAP, SNOW My personal view was that SAS founder Jim Goodnight would sell his Analytics firm to Snowflake (tkr: SNOW), Microsoft (tkr: MSFT) or SAP (tkr: SAP). SAS is known for its employee-friendly culture. Now that the WSJ has reported that Broadcom (tkr: AVGO) is moving to acquire SAS, it … Continue reading Broadcom to Acquire SAS?

CEO Behavior & Opportunity Cost

CEO Behavior & Opportunity Cost

CEOs ought to operate their companies in such a manner that their integrity and work ethic may not be questioned. Take the example of Unity (ticker: U) CEO John Riccitiello who is named in this lawsuit. If the allegations are true, it speaks to horrible behavior on Mr. Riccitiello's part. Setting the allegations aside for … Continue reading CEO Behavior & Opportunity Cost

Management Team Analytics – The Last Frontier

Management Team Analytics – The Last Frontier

Capital Markets professionals ingest every tidbit of industry and company-specific data under the sun in an effort to gain an edge toward Alpha generation. Yet, one large data set remains virtually untapped. That dataset is corporate Management Teams. It encompasses variations of traditional performance metrics such as equity ownership, Return on Invested Capital (ROIC), cash … Continue reading Management Team Analytics – The Last Frontier

Quality Companies Outperform Over The Long-Term

Quality Companies Outperform Over The Long-Term

We will say it until we are blue in the face: Management Teams Matter. A high quality management team starts with a high-quality CEO. Quality management teams build quality companies. They do the hard, tedious work required to build the best products and processes in order to deliver maximum customer value. CEOs of these companies … Continue reading Quality Companies Outperform Over The Long-Term