Operating at the Intersection of Technology and the Capital Markets
Tag: CEO Personality
If you have enjoyed our writings and research on CEO Personality Analytics, you may enjoy the Apple TV+ documentary about former Nissan Renault Chairman and CEO Carlos Ghosn. We link to the trailer below (view this article on our Website to view the trailer and the recent Forbes interview with Mr. Ghosn). We have also … Continue reading CEO Personality Analytics – The Case of Carlos Ghosn
Great CEOs would already be running the company in a lean and mean fashion. Their first loyalty would be toward their employees, not the Street, not EPS guidance, not their variable compensation plan. If you have highly productive people (it's up to you as CEO to qualify your people - or at least to drive … Continue reading What Should CEOs Do Regarding Headcount During A Recession?
This brief Korn Ferry article on CEO turnover is worth a read. Yes, I do believe that the Tech sector over-hired circa 2011 - 2021. My opinion is that San Francisco Bay Area companies are most guilty of over-hiring as frankly that's the Bay Area culture, at least as long as I started to visit … Continue reading CEO Turnover Up Approximately 18% Y-O-Y. Good.
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
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
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
FactSet (tkr: FDS), has all of the tools - more precisely data sets - to compete with ZoomInfo (tkr: ZI), and to potentially close the valuation gap between the two companies. FactSet's platform includes data sets that are more robust than their ZoomInfo counterparts (with the exception of executive profile data), and could therefore challenge … Continue reading CEO Personality, Corporate Culture and Opportunity Cost
From time to time we have written about CEO Personality and its impact on corporate operations and stock returns. Earlier this week we spoke with Dr. Joseph Harrison of TCU. Dr. Harrison and his team recently performed an Advanced Analytics exercise that analyzed 2,880 CEOs regarding their personality traits and related company stock returns. Click … Continue reading Cult of Personality – A Deep Dive On CEO Personality Research
CEOs who scored at the low-end of our Personality Analysis churned at a 46% rate over a two-year period vs. 9% for the peer group. Our CEORater Fintech arm published a CEO Personality Analysis in May 2018 (Access HERE). CEOs who scored at the bottom of that analysis churned at a 46% rate from May … Continue reading Using NLP To Predict CEO Churn
Whether or not Co-CEO arrangements work in general is a mixed bag. Co-CEO arrangements can be effective when responsibilities are clearly defined. Less than optimal outcomes occur when responsibilities are not well-defined. Below are a number of current and recent Co-CEO arrangements primarily across the Technology industry. Reed Hastings and Ted Sarandos of Netflix (ticker: … Continue reading Co-CEO Arrangements Are A Mixed Bag
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