Tag: SSNC

AWS, Azure & Google Cloud Alternatives

AWS, Azure & Google Cloud Alternatives

Corporate customers ought to think about diversifying beyond AWS, Azure and Google Cloud for cloud storage and embedded capabilities such as AI/ML/NLP and more. Sure, there is Oracle, Alibaba and others. Yet it would seem now may be the time for Industry-focused players to offer cloud services alternatives. Tickers mentioned: AMZN, BABA, FIS, GOOG, MSFT, … Continue reading AWS, Azure & Google Cloud Alternatives

CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

Low Multiple, Cash Flow-Rich Technology Names Are Safest Bet In Inflation Age

Low Multiple, Cash Flow-Rich Technology Names Are Safest Bet In Inflation Age

Low multiple, cash flow-rich Technology names such as IBM (tkr: IBM), Oracle (tkr: ORCL) and SS&C Technologies (tkr: SSNC) are well positioned for an Equity Market that will likley prove bumpy in 2022 as the Fed tightens. We expect CPI figures in the 5-6% range throughout 2022 and 4-5% in 2023 as a result of … Continue reading Low Multiple, Cash Flow-Rich Technology Names Are Safest Bet In Inflation Age

RPA M&A: SS&C and Blue Prism

RPA M&A: SS&C and Blue Prism

SS&C Technologies' (tkr: SSNC) preliminary approach about a potential offer for U.K.-based RPA ("Robotic Process Automation"), firm Blue Prism is detailed below. Read Blue Prism's deal press release HERE.SS&C's proposal values Blue Prism at approximately $1.6 billion. Blue Prism generated recurring revenue of approximately 154 million GBP in FY'20. Read Blue Prism's 1H 2021 investor … Continue reading RPA M&A: SS&C and Blue Prism

Cash Rich Stocks & Other Ideas To Hedge Inflation

Cash Rich Stocks & Other Ideas To Hedge Inflation

Hate to say we told you so, but this inflation train is moving into high gear and will remain strong throughout 2022, particularly as higher home rental prices start to flow through the Fed's home rental price surveys. Our view is that the Fed will be forced to accelerate its tapering effort to perhaps conclude … Continue reading Cash Rich Stocks & Other Ideas To Hedge Inflation

Technology Platform Companies Include More Than The Usual Suspects

Technology Platform Companies Include More Than The Usual Suspects

Technology platform companies include more than Alphabet, Amazon, Apple, Facebook and Microsoft. We contemplate a few FinTech platform companies below. PayPal (ticker: PYPL): A "Payments" platform company that re-invented itself by acquiring another payments company - Venmo - that was built on top of another platform company - Facebook. The architect that drove PYPL's strategy … Continue reading Technology Platform Companies Include More Than The Usual Suspects

Leveraging Alternative Assets To Increase Yield

Leveraging Alternative Assets To Increase Yield

Insurance company CIOs continue to use Alternative Assets to increase yield in this ultra-low interest rate environment. KKR Asset Management's Insurance CIO survey found similar results (chart below) to our recent TEK2day Spotlight report on the insurance industry which may be accessed HERE. We expect that the heavy use of Alternative Assets in the pursuit … Continue reading Leveraging Alternative Assets To Increase Yield

TEK2day Podcast Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

TEK2day Podcast Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

We published our TEK2day Spotlight report - The Evolving Insurance Industry - a few weeks ago. We hosted a follow-up podcast episode with two of the SS&C Technologies (ticker: SSNC), executives that were involved with that effort. You may view the video podcast at the YouTube link below. If any difficulties, simply visit CEORater's YouTube … Continue reading TEK2day Podcast Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies

Price Inflation Caused Consumers To Shop Less, Not COVID Fears. More Automation Is Coming.

Price Inflation Caused Consumers To Shop Less, Not COVID Fears. More Automation Is Coming.

The Fed conveniently excludes Food and Energy price increases from its Core CPI calculation. Speaking personally, our grocery bill is up approximately one-third vs. last year. We wouldn't be surprised if many Americans were experiencing grocery price increases of 25-50% over last year. At some point Food (and Energy), price increases translate into consumers buying … Continue reading Price Inflation Caused Consumers To Shop Less, Not COVID Fears. More Automation Is Coming.

SS&C Technologies Is Worth A Look

SS&C Technologies Is Worth A Look

Many investors were waiting for SS&C Technologies (ticker: SSNC) to return to organic revenue growth. The company recently checked that box in Q1 2021 and organic growth accelerated in Q2 (read more HERE). SSNC remains a relative value versus the peer group at 23x Enterprise Value to Trailing Operating Cash Flow. Further, SS&C is generating … Continue reading SS&C Technologies Is Worth A Look