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
Given Snowflake's rich valuation, it may be time for Alphabet, Amazon and Microsoft to spin-off GCP, AWS and Azure. Snowflake priced its IPO yesterday and the stock closed up 112% to $253.93 for a valuation of approximately $70 billion. Assuming calendar year 2020 revenue of $500 million implies a MV/Revenue multiple of 140x. The combination … Continue reading Time to Spin-Off AWS, Azure and GCP
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
Companies have pulled forward a significant amount of future earnings. The question is: "How much"? Back in April Microsoft (MSFT) CEO Satya Nadella said the company experienced two years of digital transformation in two months. Amazon (AMZN), Shopify (SHOP), Square (SQ), PayPal (PYPL) and other e-commerce players have undoubtedly pulled earnings forward as COVID accelerated … Continue reading How Much Future Earnings Have We Pulled Forward?
Unlimited cash and an army of talented data scientists and engineers does not ensure AI success. This is especially true when the first mover and market leader (Google) has yet to remove its foot from the accelerator. Microsoft recently stood down in the Voice Assistant wars. Cortana was never going to catch Google Assistant (Google … Continue reading The Voice Assistant Wars Lost A Combatant
Amazon is developing a reputation for poor deal etiquette. Specifically (as reported by the WSJ), Amazon is using intelligence gathered by its venture arm during deal due diligence to develop competitive offerings. Microsoft, Google, Walmart, Alibaba, Shopify and others will likely capture a percentage of venture and M&A deal flow that otherwise would have gone … Continue reading Poor Reputations Travel Quickly
Ericsson forecasts a five-fold increase in mobile data traffic from year-end 2019 (approximately 33 Exabytes consumed per month) through 2025 (approximately 164 Exabytes consumed per month). This does not include wireless data traffic. New protocols (5G), new services (AR/VR, streaming, work-from-home, remote medicine), and consumer connected device growth will help drive this trend. Phones today … Continue reading Explosive Mobile Data Traffic Growth & New Use Cases