We extracted data from our recent CEORater CEO Personality Analytics research findings. We have focused on the personality trait "Openness" for the purpose of this note. Recall that CEO's who score high along the "Openness" spectrum tend to be more adaptable and are better at navigating through changing customer markets, particularly those that may be … Continue reading Using CEO Personality Types to Identify Risk
1.) Be Bold: Similar to VCs, public investors want to invest in a bold vision. (See Tesla). Why does TSLA enjoy a premium valuation to other Auto OEMs? Answer: Musk’s vision and spin. 2.) Don’t Be Bullied by Investors – Dictate Your Story: Tell the Street you plan to take margins down temporarily to pursue “X” initiative. … Continue reading 3 Rules for Tech CEOs
Making Numbers Is Not Enough The hallmark of a great company is not one that simply meets or beats consensus estimates with some regularity. Imagine if Reed Hastings and Netflix chose not to pursue the company’s over-the-top (“OTT”) strategy when investors where hungry for DVD profits. Imagine if Jeff Bezos and Amazon scaled back their … Continue reading Thinking Through Opportunity Cost & Corporate Strategy as EPS Season ApproachesPremium
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We Have Entered an Unprecedented Era of Shareholder Tolerance It is interesting that corporate boards and institutional investors are willing to tolerate “Distracted CEOs” and founder CEOs who wish to exercise outsized control of the companies they founded. Both are examples of poor corporate governance. Our definition of a Distracted CEO is the CEO that … Continue reading Distracted CEOs and CEO OverreachPremium
Spotify's looming IPO has the potential to re-configure the investment banking industry, at least insofar as the IPO process.
In our view Intellectual Curiosity is the most important attribute that a CEO may possess. Listen to our recent Podcast on the subject.
CEORater Podcast Episode 72: Equifax (EFX) Makes Our Blood Boil:
Throwback, way back to CR Ep. 4 where I define CEORater. Further, we posted this video as well...
CEORater Podcast episode 58: https://soundcloud.com/ceorater/ep-58-irrelevant-whether-twitter-overstated-users-instagram-already-killed-it-snapchat