Tag: Interactive Brokers

A PayPal, Interactive Brokers Transaction

A PayPal, Interactive Brokers Transaction

What could a PayPal, Interactive Brokers transaction look like? With inflated valuations all-stock deals have become more popular. A traditional, all stock acquisition of Interactive Brokers by PayPal (tkr: PYPL), certainly could happen. However, our preference would be for a "NewCo" structure whereby PayPal would own the NewCo business, or at least own a majority … Continue reading A PayPal, Interactive Brokers Transaction

Interactive Brokers Is The Answer To PayPal’s Retail Riddle

Interactive Brokers Is The Answer To PayPal’s Retail Riddle

Should PayPal (tkr: PYPL), want to have a retail trading product, Interactive Brokers (tkr: IBKR), is the answer. IBKR is the one retail trading platform that puts technology and user security first. In our view a "technology first" trading platform that emphasizes cybersecurity should be table stakes today but unfortunately is not so among trading … Continue reading Interactive Brokers Is The Answer To PayPal’s Retail Riddle

The Retail Trading Swarm Continues To Grow

The Retail Trading Swarm Continues To Grow

Retail trading activity continued to climb in December. We used metrics from InteractiveBrokers (IBKR) as a proxy. Daily average trades up 198% in December year-over-year.Client equity up 66% year-over-year.Client margin loan balances up 26% year-over-year.Client credit balances up 34% year-over-year. Client accounts up 56% year-over-year (full press release here. See full metrics here). https://soundcloud.com/ceorater

CyberSecurity As A Competitive Differentiator

CyberSecurity As A Competitive Differentiator

Were I to go to market with an Enterprise Software product portfolio I would stress our CyberSecurity capability in all product marketing efforts. It doesn't matter what the core product offering is - CRM, HRMS, POS, Payroll - CyberSecurity must be baked into the offering. To make CybeSecurity an afterthought is to risk losing revenue … Continue reading CyberSecurity As A Competitive Differentiator

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

It Is A Mistake To “Look Through” Q2 and 2020 Earnings

It Is A Mistake To “Look Through” Q2 and 2020 Earnings

There is insight to be gleaned from recent earnings conference calls. We have highlighted a few from this past week (below). Many companies assume a deterioration in business from Q1 to Q2 and a potential recovery beginning in Q3. A majority of companies did not provide formal Q2 nor calendar 2020 guidance (access our list … Continue reading It Is A Mistake To “Look Through” Q2 and 2020 Earnings