Tag: Oracle

Narcissist CEOs Drive Risky Corporate Behavior

Narcissist CEOs Drive Risky Corporate Behavior

CEOs that allow themselves to be ruled by ego and emotion, that need to see their name in news headlines ("Narcissist" CEOs as defined by Stanford Professor Charles O'Reilly), are more likely to take significant risks - including impulsive M&A transactions - at the expense of a thoughtful, long-term operating strategy. Stanford's O'Reilly has done … Continue reading Narcissist CEOs Drive Risky Corporate Behavior

CEO Quality Is Critical

CEO Quality Is Critical

At CEORater we evaluate CEOs on 42 attributes across four quadrants (Operations-related, Strategy & Tactics, Investor-related and Personality-related attributes). Great CEOs are time-tested, have a well-rounded skill set, are high character, are intellectually curious, the list goes on. Several founders and CEOs recently reminded us of their blind spots. Tickers mentioned: GM, ORCL, TSLA Mary … Continue reading CEO Quality Is Critical

Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Two head-scratching Technology deals. Oracle's TikTok deal appears to be smoke and mirrors while GM's due diligence on its Nikola deal appears to be surface-level at best. Both wreak of desperation. Oracle's TikTok deal is high on sizzle, low on substance. Assuming the Oracle/TikTok deal receives U.S. government approval and ultimately closes (we are not … Continue reading Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More

Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More

Adobe (ADBE), Amazon (AMZN), Apple (AAPL), Broadcom (AVGO), Microsoft (MSFT) and Oracle (ORCL) were among the Technology companies included in the Fed's July 10th SMCCF disclosure. The Fed has purchased $137 million par value of Technology company fixed income securities through June 26th or approximately 9% of a total par value of approximately $1.5 billion. … Continue reading Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More

Higher Corporate Income Tax Rates and Advanced Automation Are Coming

Higher Corporate Income Tax Rates and Advanced Automation Are Coming

Regardless of who wins November's general election we expect higher corporate income tax rates in 2021 or more likely 2022. Today's 21% U.S. corporate tax rate will likely climb back to 35% or higher should Trump win re-election or to 40-45% should Biden win the Presidency. We expect companies to control expenses as a result … Continue reading Higher Corporate Income Tax Rates and Advanced Automation Are Coming

Let It Bleed

Let It Bleed

Bloodletting is thought to have originated in Egypt several thousand years ago. Bloodletting became standard medical treatment in medieval Europe to treat various conditions including plague, smallpox, epilepsy and gout. Investors continued the bloodletting in Thursday's trading session. Despite the blood and emotions, there is plenty of room for stocks to drift further downward. Many … Continue reading Let It Bleed

A Case for Walmart to Acquire Oracle

A Case for Walmart to Acquire Oracle

Our rationale as to why Walmart should acquire Oracle is fairly simple. WMT's strategy: Walmart is pushing to become an "omnichannel" (brick & mortar plus online) retailer. Walmart has rolled out various online offerings most of which are the result of acquisitions. Data proliferation drives demand for storage and advanced analytics: Online retail generates reams … Continue reading A Case for Walmart to Acquire Oracle

CyberSecurity Is Not Someone Else’s Problem

CyberSecurity Is Not Someone Else’s Problem

We have definitely entered a period of CyberSecurity fatigue. When Capital One's (tkr: COF), stock barely gets hit in the aftermath of a significant CyberBreach you know many investors - as Rhett Butler once said - "don't give a damn". CEO's need to "own" CyberSecurity and operate it like a line of business. Customer PII … Continue reading CyberSecurity Is Not Someone Else’s Problem

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Companies mentioned: Accenture (ACN), Alibaba (BABA), AWS (AMZN), Azure (MSFT), Bottomline Technologies (EPAY), Broadridge (BR), DataRobot (Pvt.), GCP (GOOG), IHS Markit (INFO), Oracle (ORCL), Palantir (Pvt.), Qlik (Pvt.), Solera (Pvt.), SS&C (SSNC), Tibco (Pvt.), Verisk (VRSK). Accenture’s CEO of North America, Julie Sweet, will become CEO of Accenture effective September 1st 2019. Ms. Sweet is … Continue reading Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Big Bubbles Get Bigger

Big Bubbles Get Bigger

To borrow a line from one of America's all-time great CEOs, Dr. John Malone - "Big Bubbles Get Bigger - Little Bubbles Disappear" There is less surface tension as bubbles rise thus they continue to expand. The same is true of technology companies both from an M&A perspective as well as from a competitive standpoint. … Continue reading Big Bubbles Get Bigger