Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Tag: ADBE
This is a stock picker's market. The table seems to be set for a return to active management. It seems the equity markets have traded in synchronicity over the past number of weeks during the COVID outbreak. There has been little differentiation between individual Technology stocks on the way down and on up days. This … Continue reading The Return of Actively-Managed Funds
We created a list of Software CEOs that operate durable businesses and that successfully led their companies through the 2008 downturn (the closest comp to COVID-19). CEO profiles from our CEORater database. Andy Florance. Founder & CEO of CoStar Group (tkr: CSGP).Bill Stone. Founder & CEO of SS&C Technologies (tkr: SSNC).Henry Fernandez. Founder & CEO … Continue reading Battle-Tested Software CEOs
Bloodletting is thought to have originated in Egypt several thousand years ago. Bloodletting became standard medical treatment in medieval Europe to treat various conditions including plague, smallpox, epilepsy and gout. Investors continued the bloodletting in Thursday's trading session. Despite the blood and emotions, there is plenty of room for stocks to drift further downward. Many … Continue reading Let It Bleed
Our CEORater equal-weight mock Technology portfolio leverages various CEORater investing principles and has outperformed by a significant margin. (tickers mentioned: ADBE, AMZN, CSGP, GOOG, MA, MSFT, NOW, SSNC, TWLO, VEEV, VRSK) We kicked off an experiment in Q1 of 2019. This experiment - not to be confused with the CEORater Technology Founder CEO Index - … Continue reading High Quality Tech Names – Steady as She Goes
Companies mentioned: Adobe (tkr: ADBE), Alteryx (tkr: AYX), Amazon (tkr: AMZN), Automation Anywhere (private), BNY Mellon (tkr: BK), DataRobot (private), Google (tkr: GOOG), Microsoft (tkr: MSFT), Pegasystems (tkr: PEGA), Salesforce (tkr: CRM), SAS (private), SS&C Technologies (tkr: SSNC), Tableau (tkr: CRM, acquisition closed August 1st 2019), Tibco (private). Word count: 1,111. Two major trends have … Continue reading AI as A Competitive Differentiator for Asset ManagersPremium
