It is our contention that beginning Friday evening Microsoft prevented LinkedIn users from accessing the online service via Chrome's browser. We believe Microsoft prevented users from accessing its LinkedIn service via Chrome in the hopes of: Causing a bit of pain for Google/Alphabet; Potentially capturing a cohort of new Edge users who used Microsoft's browser … Continue reading Chrome vs. Edge: Browser Wars 2.0
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
AWS, Azure and GCP - the respective cloud platforms for technology giants Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOG) - will benefit from each company's cloud gaming service. Similar to exercising one's body, cloud platforms benefit from use. Cloud gaming is a recent use case that should further strengthen the leading cloud platforms: AWS, Azure … Continue reading AWS, Azure & GCP Will Benefit from Their Respective Cloud Gaming Services
Given the significant run up in many Technology stocks (our CEORater Tech portfolio is up 57% YTD, detail end of article), the question for many institutional investors is how best to position the portfolio for 2021? There is a saying in Physics that "big bubbles get bigger". Our expectation would be for Alphabet, Amazon, Apple … Continue reading Where Do We Go From Here?
Technology companies are accelerating share repurchase activity in the face of economic uncertainty and record high share prices. This runs counter to our preference which is to invest for long-term growth. Apple (AAPL) spent $72 billion on share repurchases in the fiscal year ended September 30th, up from $67 billion last year. AAPL cash flows. … Continue reading Share Repurchase Activity Is Accelerating at The Expense of Investing for Growth
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
The "Best" is such a subjective descriptor. However, if pressed to select the best operating CEO our vote would go to Amazon founder & CEO Jeff Bezos. A sure fire bet to be a first ballot Hall of Famer in CEORater's CEO Hall of Fame. Amazon is perhaps the most practical of the Technology giants. … Continue reading The World’s Best Operator
Powell is a paper-loving, paper-printing Fed Chair. Powell has never hesitated to print his way out of a tough spot. We predict that should the equity markets roll over another 10-15 percentage points Powell and his band of merry Federal Reserve Board members will seek to support the equity markets with Equity ETF purchases. Tickers … Continue reading Powell Is A Paper Fed Chair. That’s Good News for Stocks.
Tickers mentioned: AAPL, AMZN, FB, GOOG, MSFT, VMW, TWTR Deep-pocketed companies such as Alphabet, Amazon, Apple, Facebook and Microsoft have a competitive advantage in the Talent War - especially during the Work-From-Home era. On that front, VMWare and Twitter just shot themselves in the foot. VMWare and Twitter said they will adjust compensation downward for … Continue reading Competing for Employees in the WFH Era
Walmart (tkr: WMT) can do better than to jointly acquire TikTok with Microsoft (tkr: MSFT). A TikTok acquisition is fraught with risk. Our preference would be for Walmart to acquire a leading retailer in a growing category. AutoZone (tkr: AZO) is one such example. Premium article. 539 words. $9.99 One of the first things you … Continue reading Walmart Can Do Better than to Acquire TikTokPremium