Operating at the Intersection of Technology and the Capital Markets
Tag: Jerre Stead
We published a piece in March 2020 entitled Battle-Tested Software CEOs, that highlighted a group of CEOs that we believed would hold the line and successfully navigate the COVID waters. Here is our updated thinking regarding that list. Tickers mentioned: AAPL, ADBE, CSGP, CVLT, FISV, MSCI, PYPL, SPGI, SQ, SSNC, VRSK Andy Florance. Founder & … Continue reading Update: Battle-Tested Software CEOs
A few years ago we recommended that IBM (tkr: IBM) roll-up certain Information Services assets to complement its Infrastructure Services business. In the meantime the Information Services space is rolling up itself with S&P Global (tkr: SPGI) working to acquire IHS Markit (tkr: INFO) as reported by the Wall Street Journal. Tickers mentioned: CCC, DNB, … Continue reading S&P Global Reported to Acquire IHS Markit
We selected five top CEOs across five Technology categories. Three of the five CEOs are founders: FinTech - Payments: Jack Dorsey, Square (tkr: SQ)FinTech - Capital Markets/ Asset Mgt.: Jeffrey Sprecher, Intercontinental Exchange (tkr: ICE)Information Services: Jerre Stead, Clarivate Analytics (tkr: CCC)Platform Companies: Satya Nadella, Microsoft (tkr: MSFT)PropTech: Andrew Florance, CoStar Group (tkr: CSGP) Click … Continue reading CEORater 2020 Technology CEOs of the Year
We recently called out several CEOs for putting forth less than optimal efforts. Conversely, here are several long-time, high quality CEOs - two of them founders - of market-leading companies. Tickers mentioned: Clarivate Analytics (tkr: CCC), CoStar Group (tkr: CSGP), SS&C Technologies (tkr: SSNC) Here are three quality CEOs where investors won't have to worry … Continue reading Three High Quality CEOs
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