Operating at the Intersection of Technology and the Capital Markets
Tag: CEORater
Board members ought to be asking themselves "Is my CEO and executive team capable of leading the Company in a long-term interest rate environment where the Fed Funds rate sits at approximately 3%?" This is especially true if, like me, you believe that CPI is not going to 2% any time soon and that the … Continue reading How Many CEOs and CFOs Have Deep Experience Leading In A Non-ZIRP Environment?
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?
Investors finally figured out that ZoomInfo (ticker: ZI), wasn't really a long-term growth story and that once corporate buyers began to pull back on Sales & Marketing spend, ZI would feel the pain. Further, I've always questioned what ZoomInfo considered to be organic revenue. ZI's Q3 2023 Revenue outlook calls for approximately 7-8% revenue growth … Continue reading ZoomInfo (ZI) Won’t Be The Last Outlook Haircut
I detest CEO hype. I much prefer honesty without hype. CEOs can be honest and upbeat without the hype. Nadella drank his own Kool-Aid. Microsoft CEO Satya Nadella fell victim to the AI hype earlier this week when Microsoft reported (HERE) as we told you he would (HERE). It's Nadella's job as Microsoft CEO to … Continue reading I Detest CEO Hype. Better To Be Honest With Investors.
Below is the high-level outline for our next book to be published as an Amazon Kindle book later this summer. The book will be focused on CEO communications with public company investors. I. Define Your Company What We Do & How We Do It How We Create Customer Value How We Create A Sustainable Competitive … Continue reading Communicating with Investors: A CEO Handbook
Elon Musk's Twitter announced a new CEO and Larry Fink's BlackRock (tkr: BLK), is working to identify Fink's replacement. So long as Messrs. Musk and Fink are involved with Twitter and BlackRock respectively, they will be setting strategy and keeping their finger on the pulse if not involved with the day-to-day minutiae. Musk named NBCUniversal's … Continue reading Twitter & BlackRock: Change In Name Only
MSCI (ticker MSCI), and other FinTech vendors have got the "Governance" component of ESG all wrong. Good governance has nothing to do with identity politics and everything to do with ensuring that companies have highly qualified leadership in place at the Operating and Board levels. For example, MSCI's Governance scoring system (table below), captures zero … Continue reading Corporate Governance Is Everything
Which companies are best positioned to grow during this economic downturn? Not the companies doing what the Street wants. Wall Street loves it when companies significantly reduce headcount and execute stock repurchases during economic downturns. Those are exactly the companies you do not want to own coming out of the downturn because they will not … Continue reading Which Companies Are Best Positioned To Grow?
Get ready to hear the word "cautious" repeated ad nauseam on forthcoming Technology company EPS calls this month and next. Temenos (tkr: TEMN), is one such example. You may read the FinTech company's Q4 press release here: https://www.temenos.com/news/2023/01/16/temenos-pre-announces-preliminary-q4-and-fy-2022-results-bxf9181m/ Temenos also announced a CEO change. I expect to see more CEO changes than normal in 2023. … Continue reading Q4’22 EPS Call Buzzword: “Cautious”
More fun running Chat GPT queries (read this particular article in landscape mode to get the best viewing experience). We cover Steve Jobs, Stanley Kubrick, effective CEOs and wine pairings for roasted duck using OpenAI's ChatGPT natural language platform. Source: https://chat.openai.com/chat
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