We will say it until we are blue in the face: Management Teams Matter. A high quality management team starts with a high-quality CEO. Quality management teams build quality companies. They do the hard, tedious work required to build the best products and processes in order to deliver maximum customer value. CEOs of these companies … Continue reading Quality Companies Outperform Over The Long-Term
MicroStrategy (tkr: MSTR), founder and CEO Michael Saylor has consistently promoted Bitcoin for the past year plus. There is hardly a business network nor crypto-dedicated YouTube channel that hasn't had Mr. Saylor on to promote Bitcoin as MSTR has stockpiled more of the digital currency than any other public company. So what about MSTR's core … Continue reading Is Michael Saylor Running A Software Company Or A Bitcoin Fund?
The supply of Data Scientists is a constraint toward building Advanced Analytics practices including broadly-defined AI. Therefore, we expect this supply constraint to be a catalyst for M&A activity. We covered this "supply" topic last week in our article "AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity" The supply of data scientists is being stretched … Continue reading Salesforce to Acquire Tableau Software – Expect More Such Deals