Operating at the Intersection of Technology and the Capital Markets
Tag: SaaS
Last year Broadcom pursued an acquisition of SAS Institute (private) before SAS Co-founder and CEO Jim Goodnight withdrew. Now, the WSJ reports that Broadcom (AVGO) is working to acquire private cloud and infrastructure software provider VMware (VMW). While the SAS pursuit was bold and creative, the prospective VMW acquisition is bold, risky and lacks creativity. … Continue reading Bold Broadcom Pursues VMware
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
I traded text messages with a friend who is contemplating a Chief Investment Officer role with a large RIA firm. Increasingly it seems Portfolio Managers who spent much of their career working for large, long-only investment managers are looking for a change to where they can operate with more flexibility and creativity. The RIA/Private Client/Trust … Continue reading Long-Term Bullish On RIA/Private Client/Trust Investment Services
To the Moon! Many Technology stocks are at or near all-time highs despite the fact that 40 million people are out of work. Despite the fact that many of those jobs aren't coming back. Despite the fact that CRE deals are not getting done. Despite the fact that airline travel is still off 90%-plus and … Continue reading Market Euphoria & Perspective
We are due for an equity market shakeout. The NASDAQ is up 450% since January 2009. The 26% spike in the NASDAQ from October 2019 to February 2020 on a lack of supporting fundamentals is like nothing I've ever seen. By late March we had traded down 30% from February's high yet we have gained … Continue reading The Market Is Upside Down
There were too many quality CEOs to choose from when we went about selecting the "CEORater Technology CEO of the Year" for 2019. Rather than selecting a single "Technology CEO of the Year", we elected to select five top CEOs across five Technology categories: 1.) "PropTech", 2.) "FinTech: Payments", 3.) "Platform Companies", 4.) "FinTech: Capital … Continue reading CEORater 2019 Technology CEOs of the Year
Processing capability is becoming increasingly strategic to the success of advanced cloud services such as artificial intelligence (machine learning and deep learning) and quantum computing. Cloud-based services are the growth engine for Technology giants AWS (Amazon), GCP (Google) and Azure (Microsoft). Similarly, Apple’s new content offerings (Apple TV+, Apple News+) and Apple Health are built on … Continue reading We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology
Insurance Companies Are Undervalued Technology-Enabled Services Companies Insurance companies are undervalued Technology-Enabled Services companies. Further, they share attributes with richly-valued SaaS companies – namely predictable, recurring revenue. Insurance companies obviously don’t develop and sell technology as a core business, yet they leverage various software applications and analytical tools that power their core underwriting services. From … Continue reading Insurance Companies Are Undervalued Tech Companies
We will participate on the June 3rd IASA OnPOINT conference panel hosted by SS&C Technologies. Topics covered will include AI, machine learning, deep learning, NLP, RPA and other forms of intelligent automation. There are many prospective use cases for AI and related technologies. However, prior to jumping in with both feet it is important to … Continue reading No Time Like Now to Leverage AI
It's all about the cloud. Given that Amazon's AWS business unit and Microsoft's Azure business unit are the two finalists for the Pentagon's $10 billion "JEDI" contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content "below the … Continue reading Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)
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