Tag: semiconductor

The $250 Billion Spending Bill Portends More Money Printing & Low Rates

The $250 Billion Spending Bill Portends More Money Printing & Low Rates

The $250 billion Semiconductor Spending Bill (United States Innovation and Competition Act), means the Fed will be printing money, expanding its balance sheet and maintaining low interest rates in order to keep the gravy train running while the fiscal deficit expands and public debt outstanding grows. This is a recipe for more inflation, not less … Continue reading The $250 Billion Spending Bill Portends More Money Printing & Low Rates

The CEORater CEO Hall of Fame Class of 2020

The CEORater CEO Hall of Fame Class of 2020

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

We Applaud Creative M&A Strategies

We Applaud Creative M&A Strategies

It has leaked that semiconductor giant Broadcom (tkr: AVGO) is working to acquire CyberSecurity software company Symantec (tkr: SYMC).  Semiconductor investors are not fans of the deal as AVGO shares have traded off 6% since the news leaked. Conversely, we like the prospective acquisition for a couple of reasons: First, Symantec’s recurring revenues will help … Continue reading We Applaud Creative M&A Strategies

Senior Leadership Teams Influence A Company’s Success (or lackthereof) More Than Any Other Variable

  For those whom don't know, the photo is of late/great Intel early employee (technically not a co-founder) and former CEO Andy Grove. What is the most important factor in identifying companies that will be successful over time? Answer: the senior leadership team. Quality leaders should be offended when they are referred to as “managers”.  … Continue reading Senior Leadership Teams Influence A Company’s Success (or lackthereof) More Than Any Other Variable