FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and LambsPremium
Sorry Trump Administration. We fail to see how the proposed AT&T / Time Warner Inc. deal would be anti-competitive. Complementary assets and let's not forgot consumers have the ability to vote with their feet. Welcome to the marketplace.
My recent CEORater Podcast where I discussed various Attributes on the CEORater platform that speak to a given CEO’s leadership style. We cover two Attribute groups: "Strategy & Tactics" and "Investor-Related": We have incorporated these and other CEO Attributes into the CEORater platform (42 Attributes in total). The CEO Attributes are based on my experience as an Equity Research Analyst where … Continue reading A CEO Analysis: Part II
The Three "I"s for Selecting Board Members: 1.) Intellectual Curiosity 2.) Industry Experience 3.) Inquisitive IBM lacks Board members that have Software industry experience other than CEO Ginni Rometty. We recommend that IBM turn over its Board and replace BoD members with new members who have significant Software industry experience given that Software - particularly … Continue reading The Three “I”s for Selecting Board Members