Tag: investors

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

When Evaluating Institutional Investors Ferraris Are A Red Flag.

When Evaluating Institutional Investors Ferraris Are A Red Flag.

One of the services we provide at CEORater includes a CEO Personality Profile derived from Natural Language Processing applied to earnings call transcripts. Research out of Stanford University - Charles OReilly and David Larcker - demonstrates a correlation between CEO Personality and company outcomes. Separate efforts apply similar analytic methods toward evaluating institutional investors. Institutional … Continue reading When Evaluating Institutional Investors Ferraris Are A Red Flag.

Public Company Earnings Call Survival Kit

Public Company Earnings Call Survival Kit

Public company management teams would do well to allocate more time on earnings calls covering strategy & execution, sources of competitive differentiation and "why we win deals". Conversely, allocate less time reviewing quarterly minutiae that could be addressed within the prepared remarks and an accompanying slide presentation. Quarterly earnings calls are an opportunity for management … Continue reading Public Company Earnings Call Survival Kit

Every Company Is A Content Company

Every Company Is A Content Company

Notice anything about the above image? It looks like a Facebook feed and five of the nine content pieces (only three are fully visible), are videos. The image is a screen capture from Goldman Sachs' homepage - part of a modernization/ outreach effort under new Goldman CEO David Solomon. Personally I've noticed that companies are … Continue reading Every Company Is A Content Company

Share Your Story with Us

Share Your Story with Us

Many of our readers are Technology CEOs and institutional investors. If you wish to tell your company's story, or a portfolio company story let us know. Beginning in 2019 we plan to occasionally profile Technology companies in these pages and on our CEORater Podcast. Send me a note directly at jmaietta@ceorater.com. Thanks for reading!   … Continue reading Share Your Story with Us

Don’t Believe The Hype

Don’t Believe The Hype

Cryptocurrency firms fell from grace (Chain and Lightyear merged to form Interstellar) as valuations and expectations got too far ahead of themselves for both the various "coin" firms as well as for blockchain - the distributed database technology that enables digital currency transactions. We are long-term bullish on each - particularly blockchain. The crypto space … Continue reading Don’t Believe The Hype

The Road Less Traveled: Opportunity Cost and Shareholder Activism<span class="badge-status" style="background:red">Premium</span> 

The Road Less Traveled: Opportunity Cost and Shareholder ActivismPremium 

Opportunity Cost for Active Managers Is High Institutional investors typically contemplate opportunity cost within the context of portfolio returns, individual stock returns and ROIC. What however is the opportunity cost associated with pursuing a broken business model versus correcting course? The capital markets are filled with smart people and smart machines. It is more difficult than ever … Continue reading The Road Less Traveled: Opportunity Cost and Shareholder ActivismPremium 

Founder CEOs: Creators vs. Builders

Founder CEOs: Creators vs. Builders

Every founder CEO begins as a “creator”. Not every founder CEO graduates from “creator” to “builder”.  Creators eventually self-implode (Elon Musk, Tesla and Travis Kalanick, Uber) whereas other founders are able to scale over the long-term. For example, Microsoft founder Bill Gates and Amazon’s Jeff Bezos are builders (We provide a list of Builder CEOs … Continue reading Founder CEOs: Creators vs. Builders

7 Rules for Keeping Activist Investors Away

7 Rules for Keeping Activist Investors Away

The following 7 rules apply to public companies across a variety of industries - particularly to Enterprise Software, FinTech and Information Services companies. 1.) Make Your Numbers 2.) Regular, Transparent Investor Communication 3.) Drive Expanding Operating/EBITDA Margins 4.) Don’t Stockpile Cash 5.) Control Waste 6.) Use Debt as a Tax Shield 7.) Board Composition – … Continue reading 7 Rules for Keeping Activist Investors Away

CEORater Technology Founder CEO Index Remains Undefeated

CEORater Technology Founder CEO Index Remains Undefeated

We created the CEORater Technology Founder CEO Index in 2017 to illustrate our strong belief that founder CEOs are better qualified to lead Technology companies than are “hired” CEOs/ professional managers. The CEORater Index remains undefeated through July 13th 2018. The CEORater Technology Founder CEO Index returned 24.7% and 22.8% on a Weighted and Unweighted Return basis respectively … Continue reading CEORater Technology Founder CEO Index Remains Undefeated