Tag: CEO

Boeing Requires An Overhaul

Boeing Requires An Overhaul

Boeing (BA) senior management and Board requires an overhaul. We first wrote that Boeing ought to replace its CEO and Board back in September 2020 and as recently as February 2021, well before Ryanair CEO Michael O'Leary voiced his opinion. Boeing is a Technology company that would do well to look to the Technology sector … Continue reading Boeing Requires An Overhaul

What’s Next For Netflix?

What’s Next For Netflix?

We have seen this movie before. Founder CEO hands the reins to a successor. The company stumbles. Founder returns as CEO. We expect this scenario to play out over the next 24 months at Netflix. Founder Reed Hastings will return after Ted Sarandos has had a brief opportunity to right the ship. It is game … Continue reading What’s Next For Netflix?

The Stock Buyback Scam

The Stock Buyback Scam

Prior to the 2008-2009 Financial crisis, stock buybacks were typically used by management teams to offset options dilution and to acquire undervalued company shares. Today, companies primarily use stock buybacks to goose the value of CEO options packages as well as to goose the value of shares held by CEOs and large institutional holders. The … Continue reading The Stock Buyback Scam

For Stock Returns, Look Where Others Are Not

For Stock Returns, Look Where Others Are Not

Small cap equities and international equities are generally good places for investors to begin their work of finding undervalued companies. In this age of ultra-low interest rates and overvalued assets it makes sense for public company investors to look for value in areas of the market that receive less investor attention than sectors that garner … Continue reading For Stock Returns, Look Where Others Are Not

CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies

CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies

We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies

CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

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

The CEO Job Is More Difficult Than Ever

The CEO Job Is More Difficult Than Ever

Consider the different variables that were not CEO focus points a decade ago: Diversity policies, ESG policies and the associated costs of compliance, political activism, and activist investors. Low interest rate policy has created a double-edged sword that CEOs have used to issue mountains of low interest rate debt. The Fed's ultra low interest rate … Continue reading The CEO Job Is More Difficult Than Ever

We Expect CEOs and CFOs To Retire at A Record Pace

We Expect CEOs and CFOs To Retire at A Record Pace

We expect CEOs and CFOs to retire at a record pace over the next 12 months due to burnout associated with COVID-19. Last year senior executives scrambled to set-up Work-from-Home environments. This year it will be another headache, namely defining back-to-the-office policies and executing them. At many companies it is the CFO who is the … Continue reading We Expect CEOs and CFOs To Retire at A Record Pace

Investors Should Ask More of Their Management Teams

Investors Should Ask More of Their Management Teams

One of the great distortions caused by the joint fiscal and monetary policy of 2020 and 2021 is that equities and the lowest-rated non-investment grade credits are two of the all too rare places where investors may earn a return. Savers and Fixed Income investors be damned. Many companies are enjoying their stocks trading at … Continue reading Investors Should Ask More of Their Management Teams