Tag: Software

Microsoft is the Cloud

Microsoft is the Cloud

Microsoft embodies the cloud and all it encompasses including edge computing, AI and machine learning, mixed reality, autonomous systems and more. Microsoft is a good proxy for what tomorrow's cloud-driven economy may look like. Our view? A tapestry of natural language AI-based applications and autonomous systems, all running on core platforms primarily powered by a … Continue reading Microsoft is the Cloud

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as a long-term investment? Right up there with owning an airline. Heck, even if the rideshare companies were operating at scale - running on autonomous vehicle fleets - would you really want to own that business? Depreciating assets, multiple competitors (it will be more than Lyft and Uber), and thin profit margins (we are … Continue reading Rideshare as an Investment? Don’t Be Spun by the VCs

The Next Great Tech CEO – Michael Jordan or LeBron James?<span class="badge-status" style="background:red">Premium</span> 

The Next Great Tech CEO – Michael Jordan or LeBron James?Premium 

We are keeping our content light during the dog days of August. Perhaps you have seen our previous posts regarding CEO personalities? Our Mid-Cap Software CEO Personality Analysis made the rounds this spring (access HERE). For fun we thought we would put a new spin on the debate that has dominated NBA circles this offseason … Continue reading The Next Great Tech CEO – Michael Jordan or LeBron James?Premium 

3 Rules for Tech CEOs

3 Rules for Tech CEOs

1.) Be Bold: Similar to VCs, public investors want to invest in a bold vision. (See Tesla). Why does TSLA enjoy a premium valuation to other Auto OEMs? Answer: Musk’s vision and spin. 2.) Don’t Be Bullied by Investors – Dictate Your Story: Tell the Street you plan to take margins down temporarily to pursue “X” initiative. … Continue reading 3 Rules for Tech CEOs

Personality Analytics: Technology CEOs Analyzed: Part Deux

Personality Analytics: Technology CEOs Analyzed: Part Deux

Some have asked the question regarding our most recent article: Personality Analytics: Technology CEOs Analyzed - "what does it mean?" Let's contemplate one example as depicted in the enclosed picture which plots the 56 Mid-Cap Software CEOs we reviewed against the personality trait "Openness". The output is that the two CEOs who scored in the … Continue reading Personality Analytics: Technology CEOs Analyzed: Part Deux

CEORater Technology Founder CEO Index has Outperformed Year-to-Date<span class="badge-status" style="background:red">Premium</span> 

CEORater Technology Founder CEO Index has Outperformed Year-to-DatePremium 

We created the CEORater Technology Founder CEO Index in 2017 in large part to illustrate our strong belief that founder CEOs are better qualified to lead Technology companies than are “hired” CEOs/ professional managers. The CEORater Technology Founder CEO Index returned 13.0% and 10.5% on a Weighted and Unweighted Return basis respectively (click here for detail) during the January 2nd 2018 … Continue reading CEORater Technology Founder CEO Index has Outperformed Year-to-DatePremium 

15 Minutes of Fame: The Intersection of User-Generated Video, Social Media and Mobile Devices

15 Minutes of Fame: The Intersection of User-Generated Video, Social Media and Mobile Devices

Everyone Wants Their 15 Minutes of Fame It’s a primary reason why Instagram “Stories” are so popular. That and the feature’s ease-of-use. Instagram has created an engaging, almost frictionless user experience that enables anyone to vlog their life in a series of micro videos with a 24-hour shelf life – i.e “Stories”. Stories is the … Continue reading 15 Minutes of Fame: The Intersection of User-Generated Video, Social Media and Mobile Devices

Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

Welcome to Apple Health Apple recently announced that this spring it will release an update to its iOS for iPhones and iPads that will include a new “Health Records” feature that will provide access to personal medical records covering allergies, conditions, immunizations, lab results, medications, procedures and vitals. Given the ubiquity of the iPhone we … Continue reading Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

Where Is the Accountability at IBM? CEO & Board Are Flying Blind

Where Is the Accountability at IBM? CEO & Board Are Flying Blind

Time for A CEO Change and Board Swap Out at IBM Neither IBM's CEO Ginni Rometty nor IBM's Board understand the nuances of crafting a story for Wall Street nor executing a strategic M&A program to offset the negative impact to IBM's revenue as a result of the strategic shift to recurring revenue products & … Continue reading Where Is the Accountability at IBM? CEO & Board Are Flying Blind