Tag: CoStar Group

CEORater Portfolio Ahead of The Benchmark

CEORater Portfolio Ahead of The Benchmark

CEORater began an experiment several years ago whereby we built a concentrated "buy and hold" equal-weight portfolio consisting of quality Enterprise Software names that would be held for a minimum of five years. The benchmark is the S&P North American Expanded Technology Software Index (SPNASEUP). CEORater is up 4.2% Year-to-Date vs. 2.0% for the benchmark … Continue reading CEORater Portfolio Ahead of The Benchmark

Update: Battle-Tested Software CEOs

Update: Battle-Tested Software CEOs

We published a piece in March 2020 entitled Battle-Tested Software CEOs, that highlighted a group of CEOs that we believed would hold the line and successfully navigate the COVID waters. Here is our updated thinking regarding that list. Tickers mentioned: AAPL, ADBE, CSGP, CVLT, FISV, MSCI, PYPL, SPGI, SQ, SSNC, VRSK Andy Florance. Founder & … Continue reading Update: Battle-Tested Software CEOs

Back To The Office Will Look Different Compared To 2019

Back To The Office Will Look Different Compared To 2019

Director & Officer ("D&O") insurance premiums spiked and coverage narrowed last year as a result of COVID-19. As vaccinations are distributed COVID-related underwriting risk will begin to soften which will be reflected in lower premiums and broader coverage. All of this is to say do not expect every mid-to-large-sized company to be fully back to … Continue reading Back To The Office Will Look Different Compared To 2019

Brace for Anemic Long-Term Real GDP Growth

Brace for Anemic Long-Term Real GDP Growth

The three-headed Hydra of low labor participation, increased debt levels and higher taxes will cripple U.S. long-term Real GDP growth for decades. Labor participation is not going back to December 2019 levels. To believe that scenario is wishful thinking. For starters, 25% of restaurants and bars are permanently closed. Those jobs are not returning. Second, … Continue reading Brace for Anemic Long-Term Real GDP Growth

TEK2day PropTech Landscape<span class="badge-status" style="background:red">Premium</span> 

TEK2day PropTech LandscapePremium 

The TEK2day PropTech Landscape includes company names, descriptions, locations, revenue estimates, CEOs and financial sponsors for more than 60 PropTech companies. Our Interactive PropTech Landscape file may be accessed at the bottom of this article. Below we list the names of the companies that we cover in our Interactive Landscape file: 42floors / KnotelAccruent (Fortive)ActoviaAltusAMTdirectApartment … Continue reading TEK2day PropTech LandscapePremium 

CEORater “Quality” Portfolio Outperformed in 2020

CEORater “Quality” Portfolio Outperformed in 2020

The CEORater "Quality" Portfolio is an experiment which we began running at the end of 2018. The portfolio consists of a mix of Software, Information Services and Fintech companies, half of which are led by founder CEOs (we generally prefer founder CEOs). The question the experiment sought to answer was "How would a basket of … Continue reading CEORater “Quality” Portfolio Outperformed in 2020

CEORater 2020 Technology CEOs of the Year

CEORater 2020 Technology CEOs of the Year

We selected five top CEOs across five Technology categories. Three of the five CEOs are founders: FinTech - Payments: Jack Dorsey, Square (tkr: SQ)FinTech - Capital Markets/ Asset Mgt.: Jeffrey Sprecher, Intercontinental Exchange (tkr: ICE)Information Services: Jerre Stead, Clarivate Analytics (tkr: CCC)Platform Companies: Satya Nadella, Microsoft (tkr: MSFT)PropTech: Andrew Florance, CoStar Group (tkr: CSGP) Click … Continue reading CEORater 2020 Technology CEOs of the Year

The CEORater CEO Hall of Fame Class of 2020

The CEORater CEO Hall of Fame Class of 2020

For our inaugural CEO Hall of Fame class we selected CEO Hall of Fame members largely based upon their contribution toward building their respective companies as well as creating long-term shareholder value. Our selection process included a variety of quantitative and qualitative elements including financial operating performance, total stock returns, longevity, innovation, corporate governance and … Continue reading The CEORater CEO Hall of Fame Class of 2020

Three High Quality CEOs

Three High Quality CEOs

We recently called out several CEOs for putting forth less than optimal efforts. Conversely, here are several long-time, high quality CEOs - two of them founders - of market-leading companies. Tickers mentioned: Clarivate Analytics (tkr: CCC), CoStar Group (tkr: CSGP), SS&C Technologies (tkr: SSNC) Here are three quality CEOs where investors won't have to worry … Continue reading Three High Quality CEOs

Catching Up with CEORater’s 2019 Technology CEOs of the Year

Catching Up with CEORater’s 2019 Technology CEOs of the Year

Our 2019 Technology CEOs of the Year included Andy Florance of CoStar Group (tkr: CSGP), Lance Uggla of IHS Markit (tkr: INFO), Ajay Banga of Mastercard (tkr: MA), Satya Nadella of Microsoft (tkr: MSFT) and Bill Stone of SS&C Technologies (tkr: SSNC). The risk/reward ratio for the equity markets hasn't been this unfavorable since the … Continue reading Catching Up with CEORater’s 2019 Technology CEOs of the Year