This market is as forgiving as we have ever seen. Companies are routinely lowering Q1 outlooks and pulling outlooks for the rest of the year, yet the market does not seem to care. FIS (ticker: FIS) and Temenos (ticker: TEMN) are the latest examples. We know that CoStar Group (ticker: CSGP) has yet to see … Continue reading Strange Market Indeed
In a software-driven world, Augmented Reality ("AR") is the lens through which we will engage with it. Google has rolled out an AR-enhanced "Maps" application to a limited user set. The AR feature provides highly-specific location data/ navigation assist as an overlay to smartphone screens. The thought is that over time this technology will deliver … Continue reading Software Powers the World. Augmented Reality Is How We Will Engage with It.
Bezos is Top Tech CEO with a Total Stock Return of 83,639% We recently queried our CEORater database to identify the Top Technology CEOs as measured by stock price performance during each CEO's tenure. Amazon's Jeff Bezos topped our list by a wide margin. For purposes of this exercise it helped to have been a … Continue reading Top Tech CEOs: Bezos Is Best as Measured by Total Stock Return