Tag: Google

AI as A Competitive Differentiator for Asset Managers<span class="badge-status" style="background:red">Premium</span> 

AI as A Competitive Differentiator for Asset ManagersPremium 

Companies mentioned: Adobe (tkr: ADBE), Alteryx (tkr: AYX), Amazon (tkr: AMZN), Automation Anywhere (private), BNY Mellon (tkr: BK), DataRobot (private), Google (tkr: GOOG), Microsoft (tkr: MSFT), Pegasystems (tkr: PEGA), Salesforce (tkr: CRM), SAS (private), SS&C Technologies (tkr: SSNC), Tableau (tkr: CRM, acquisition closed August 1st 2019), Tibco (private). Word count: 1,111. Two major trends have … Continue reading AI as A Competitive Differentiator for Asset ManagersPremium 

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AI’s Dark Side – They’re Listening

AI’s Dark Side – They’re Listening

Hear that? Someone is listening. In fact, they all are: Google, Microsoft, Amazon, even Apple (who has positioned itself as a privacy champion). AI - more specifically the neural networks that power voice assistants - are far from fully autonomous. Deep learning models require human assistance at this juncture. Fair. It is when companies do … Continue reading AI’s Dark Side – They’re Listening

How We View Apple<span class="badge-status" style="background:red">Premium</span> 

How We View ApplePremium 

While the iPhone is an over-priced commodity, it is a key strategic component of Apple’s growth strategy. Apple missed on its Content business strategy but Apple Pay/Card and Apple Health are long-term growth opportunities. Will Apple capitalize? Our overview of Apple’s business follows. Premium Article $9.99. Word count 805. Hardware Focusing on phones, the iPhone … Continue reading How We View ApplePremium 

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.<span class="badge-status" style="background:red">Premium</span> 

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.Premium 

Companies mentioned: Accenture (ACN), Alibaba (BABA), AWS (AMZN), Azure (MSFT), Bottomline Technologies (EPAY), Broadridge (BR), DataRobot (Pvt.), GCP (GOOG), IHS Markit (INFO), Oracle (ORCL), Palantir (Pvt.), Qlik (Pvt.), Solera (Pvt.), SS&C (SSNC), Tibco (Pvt.), Verisk (VRSK). Accenture’s CEO of North America, Julie Sweet, will become CEO of Accenture effective September 1st 2019. Ms. Sweet is … Continue reading Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.Premium 

Technology + People = Best

Technology + People = Best

Services that Blend Technology and People Are Optimal. Someday in the future complex processes will be able to operate without human intervention. Many complex autonomous processes won't occur in my lifetime. I don't consider warehouse robots nor autonomous vehicles to be terribly complex, it's more a question of repetitions (vehicle miles traveled). I do consider … Continue reading Technology + People = Best

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Whether evaluating a company as an investment vehicle or as a potential vendor, the processes are similar. Three elements are at the heart of our due diligence process when we evaluate Technology companies as investment vehicles and when we evaluate them as vendors. 1.) Quality of the Management Team. We listed this attribute first as … Continue reading Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Big Bubbles Get Bigger

Big Bubbles Get Bigger

To borrow a line from one of America's all-time great CEOs, Dr. John Malone - "Big Bubbles Get Bigger - Little Bubbles Disappear" There is less surface tension as bubbles rise thus they continue to expand. The same is true of technology companies both from an M&A perspective as well as from a competitive standpoint. … Continue reading Big Bubbles Get Bigger

The Now Economy and Workplace Implications

The Now Economy and Workplace Implications

The "Now Economy" We are all familiar with streaming services such as Netflix and ESPN+ which provide immediate gratification. Food delivery is one of the hottest sectors for Venture Capital (Walmart has recently followed suit). Smart home technology is making it such that we aren't required to lift a finger within the home - soon … Continue reading The Now Economy and Workplace Implications

More Payments M&A Is A Reaction to A Shifting Landscape

More Payments M&A Is A Reaction to A Shifting Landscape

Innovation is the Mother of Disruption Global Payments (tkr: GPN), and Total System Services/TSYS (tkr: TSS), agreed to combine in an all-stock transaction valued at approximately $21.5 billion. One could argue that Global Payments and TSYS needed to merge to better compete with recent payment mergers, in particular Fiserv and First Data. However, what's the … Continue reading More Payments M&A Is A Reaction to A Shifting Landscape

No Time Like Now to Leverage AI

No Time Like Now to Leverage AI

We will participate on the June 3rd IASA OnPOINT conference panel hosted by SS&C Technologies. Topics covered will include AI, machine learning, deep learning, NLP, RPA and other forms of intelligent automation. There are many prospective use cases for AI and related technologies. However, prior to jumping in with both feet it is important to … Continue reading No Time Like Now to Leverage AI