Tag: insurtech

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

Advanced Analytics in Insurance – A Conversation with Upendra Belhe

Advanced Analytics in Insurance – A Conversation with Upendra Belhe

We hosted a podcast episode with Upendra Belhe as our guest. Upendra leads TEK2day's "On-Demand CAO" advisory service. We covered a variety of topics related to Data and Advanced Analytics, perhaps most notably the recent sense of urgency that insurance carriers have around standing up Analytics operations (COVID-related claims are of course a driver along … Continue reading Advanced Analytics in Insurance – A Conversation with Upendra Belhe

Insurers as Acquirers and TEK2day’s “On-Demand CAO” Service

Insurers as Acquirers and TEK2day’s “On-Demand CAO” Service

We believe large insurance carriers could bolster their valuations by taking equity stakes in leading InsurTech, AutoTech, PropTech, HealthIT, FinTech and CyberSecurity companies. Sound too ambitious? Sounds rational to us. First, an announcement: We have launched a new Data & Analytics advisory service - "On-Demand CAO" - which is primarily geared to mid-market insurance carriers. … Continue reading Insurers as Acquirers and TEK2day’s “On-Demand CAO” Service

Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

Amazon's AWS cloud platform is by definition a "horizontal" offering. "Horizontal" in that it is industry agnostic. Beginning with the Automotive vertical, AWS is deploying a "verticalization" strategy that layers industry vertical capability on top of its core horizontal offering to differentiate from competitors. We wrote about AWS' relationship with VW last year. Today, Toyota … Continue reading Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

Debt-Loading Is Killing Innovation

Debt-Loading Is Killing Innovation

Ever "carb-load"? I used to. "Carb-loading" is the process of consuming large quantities of carbohydrates which are stored as glycogen and subsequently burned while competing in an athletic event. Doing so made me feel sluggish. Do you know who else feels sluggish? Software companies that Private Equity owners have loaded with debt. It's difficult to … Continue reading Debt-Loading Is Killing Innovation

Long-Term Bullish On RIA/Private Client/Trust Investment Services

Long-Term Bullish On RIA/Private Client/Trust Investment Services

I traded text messages with a friend who is contemplating a Chief Investment Officer role with a large RIA firm. Increasingly it seems Portfolio Managers who spent much of their career working for large, long-only investment managers are looking for a change to where they can operate with more flexibility and creativity. The RIA/Private Client/Trust … Continue reading Long-Term Bullish On RIA/Private Client/Trust Investment Services

Financial Services & Healthcare – Sleeping Giants Ready to Awake?

Financial Services & Healthcare – Sleeping Giants Ready to Awake?

Broadly-defined Financial Services and Healthcare are two giant, slow growth industries that could potentially kick start revenue growth by leveraging a variety of video and audio-based technologies. Financial Services & Insurance contributed $1.2 Trillion to GDP in Q1 2020 and Healthcare contributed $2.4 Trillion during the same period (table 1). Both industries are bogged down … Continue reading Financial Services & Healthcare – Sleeping Giants Ready to Awake?

“Verticalization” Is Where It’s At

“Verticalization” Is Where It’s At

Want to pick a fight with Microsoft, Amazon or Google? Don't take them head on. Build out a vertical offering that leverages bleeding edge technology combined with deep domain expertise. Control the entire user experience/customer journey. One could argue that Fanatics and Shopify (tkr: SHOP) have done just that in the world of E-commerce. SS&C … Continue reading “Verticalization” Is Where It’s At

Transparency & Playing Offense In A Down Economy

Transparency & Playing Offense In A Down Economy

We appreciate the logistical hoops public companies are having to work through to prep for earnings calls given disparate locations and other pressing operational matters. The cherry on top is when companies take extra care to have an adult conversation with investors about the state of operations despite the limited visibility that 99% of companies … Continue reading Transparency & Playing Offense In A Down Economy

CEORater Mock Portfolio

CEORater Mock Portfolio

Update on our "Buy & Hold" mock portfolio. This is an experiment we started last year where we buy quality names into the portfolio and essentially only sell when there is a change in executive management (CEO leaves). Microsoft (tkr: MSFT) is probably the world's most durable company and SS&C Technologies (tkr: SSNC) is one … Continue reading CEORater Mock Portfolio