Tag: CEO Personality

Cult of CEO Personality

Cult of CEO Personality

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

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

CEO Personality, Corporate Culture and Opportunity Cost

CEO Personality, Corporate Culture and Opportunity Cost

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

Cult of Personality – A Deep Dive On CEO Personality Research

Cult of Personality – A Deep Dive On CEO Personality Research

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

Using NLP To Predict CEO Churn

Using NLP To Predict CEO Churn

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

Co-CEO Arrangements Are A Mixed Bag

Co-CEO Arrangements Are A Mixed Bag

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

Alternative Investment Data: CEO Narcissism & Company-Specific Risk

Alternative Investment Data: CEO Narcissism & Company-Specific Risk

We have previously written about CEO personality attributes as part of our Alternative Investment Data effort at CEORater. The most comprehensive CEO personality analytics piece we have published is our May 2018 "Big 5 Personality Analysis of Mid-Cap Software CEOs". In this article we cover company-specific risk created by CEO narcissism. "Narcissism" is not a … Continue reading Alternative Investment Data: CEO Narcissism & Company-Specific Risk

More RE: CEO Personality & Implications for Stock Prices

More RE: CEO Personality & Implications for Stock Prices

As a follow-up to our November 14th article, we ran a quick supplemental analysis on our 2018 Mid Cap Software CEO Analysis. Although our sample set was considerably smaller, we found evidence to partially support the conclusions of Harrison, Thurgood, Boivie and Pfarrer insofar as the top 2 bullets in the below graphic. We plan … Continue reading More RE: CEO Personality & Implications for Stock Prices

Cult of CEO Personality & Implications for Stock Prices

Cult of CEO Personality & Implications for Stock Prices

We at CEORater have highlighted the importance of CEO personality in terms of its influence on corporate strategy, operational and financial performance and thereby implications for stock prices. Don't take our word for it, there's plenty of published research from various academic institutions including the work of David Larker and Charles O'Reilly, both of Stanford … Continue reading Cult of CEO Personality & Implications for Stock Prices

In Zuck We Trust?

In Zuck We Trust?

Mark Zuckerberg does not trust his people. Facebook is a great example of a company that has lost its way as founder CEO Mark Zuckerberg increasingly exercises control over product decisions. Tightening control. It is difficult to fault Zuckerberg for tightening his grip on Facebook's strategic reins in the aftermath of the Cambridge Analytica scandal. … Continue reading In Zuck We Trust?