For our inaugural CEO Hall of Fame class we selected CEO Hall of Fame members largely based upon their contribution toward building their respective companies as well as creating long-term shareholder value. Our selection process included a variety of quantitative and qualitative elements including financial operating performance, total stock returns, longevity, innovation, corporate governance and … Continue reading The CEORater CEO Hall of Fame Class of 2020
It is amazing what institutional investors - especially large holders - put up with. Do Portfolio Managers communicate with CEOs any longer? PMs used to speak with management teams to provide feedback around capital allocation decisions, financial disclosures and more. My sense is that less of this interaction occurs today. Below we cover a few … Continue reading Institutional Investors Forgot They Have A Voice. PLUS – Big Tech Regulation.
Many CEOs with deep Enterprise Technology experience have struggled to adapt to the "consumerization" of Tech. We have seen this phenomenon a number of times within the Enterprise Software industry. A common scenario is as follows: A Board of Directors recruits a "battle-tested" Software CEO. A "Battle-tested CEO" often means that 70-80% of that CEO's … Continue reading Enterprise Technology CEOs Struggle to Adapt to The “Consumerization” of Tech
Powell is a paper-loving, paper-printing Fed Chair. Powell has never hesitated to print his way out of a tough spot. We predict that should the equity markets roll over another 10-15 percentage points Powell and his band of merry Federal Reserve Board members will seek to support the equity markets with Equity ETF purchases. Tickers … Continue reading Powell Is A Paper Fed Chair. That’s Good News for Stocks.
Tickers mentioned: AAPL, AMZN, FB, GOOG, MSFT, VMW, TWTR Deep-pocketed companies such as Alphabet, Amazon, Apple, Facebook and Microsoft have a competitive advantage in the Talent War - especially during the Work-From-Home era. On that front, VMWare and Twitter just shot themselves in the foot. VMWare and Twitter said they will adjust compensation downward for … Continue reading Competing for Employees in the WFH Era
If a 2020 version of Sergio Leone were to make a movie using our title it would tell the tale of how Texas is becoming the Technology capital of the United States. California's punitively high state income tax rates and regulations (CA isn't the only offender), have paved the way for Technology companies - and … Continue reading Once Upon A Time In The Southwest
Market leaders may iterate and experiment with less risk of customer churn than upstarts working to establish market position. Amazon Prime is a good example. I am toying with the idea of grouping some of our TEK2day writings as an Amazon Kindle book. While playing with the Kindle direct publishing feature I noticed a new … Continue reading Market Leaders Should Experiment Like Amazon
COVID-19 is forcing people, companies and economies to adapt. Many companies have recalibrated their business models to better compete in this new COVID reality. We have yet to see one of America's great export industries - Hollywood - evolve to better capitalize on the current reality. Back in October 2019 we wrote that the future … Continue reading The Best CEOs Are Willing To Break With Tradition
Adobe (ADBE), Amazon (AMZN), Apple (AAPL), Broadcom (AVGO), Microsoft (MSFT) and Oracle (ORCL) were among the Technology companies included in the Fed's July 10th SMCCF disclosure. The Fed has purchased $137 million par value of Technology company fixed income securities through June 26th or approximately 9% of a total par value of approximately $1.5 billion. … Continue reading Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More
Sellside analysts have too much time on their hands. There is zero logic as to why Apple should acquire a search engine. If Apple (tkr: AAPL), were to acquire a search engine it would have a difficult time taking market share from Google (tkr: GOOG). It is more likely that an Apple-owned search engine would … Continue reading Apple Is Not Going to Acquire A Search Engine