Tag: Technology

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

Equities Continue to Experience Fund Outflows as Technology Stocks Slide

Equities Continue to Experience Fund Outflows as Technology Stocks Slide

Equity funds continue to experience fund outflows as taxable bond funds enjoy fund inflows. (see table & chart below). A modicum of sanity has crept into the equity markets insofar as Technology names are concerned. High multiple growth names that were driven primarily by speculation and momentum have finally started to pull back over the … Continue reading Equities Continue to Experience Fund Outflows as Technology Stocks Slide

Markets Are Poised To Grind Lower

Markets Are Poised To Grind Lower

It is going to take several years for the U.S. economy to recover back to 2019 levels. 2019 is a low bar in our view as that economy - much like the present one - was debt-fueled, deficit-ridden and plagued by artificially low interest rates. These factors in the aggregate have stymied sustainable, real economic … Continue reading Markets Are Poised To Grind Lower

Using NLP To Predict CEO Churn

Using NLP To Predict CEO Churn

CEOs who scored at the low-end of our Personality Analysis churned at a 46% rate over a two-year period vs. 9% for the peer group. Our CEORater Fintech arm published a CEO Personality Analysis in May 2018 (Access HERE). CEOs who scored at the bottom of that analysis churned at a 46% rate from May … Continue reading Using NLP To Predict CEO Churn

Google Is Publishing Location Data Trends to Assist with COVID Responses

Google Is Publishing Location Data Trends to Assist with COVID Responses

See anonymized personal mobility trends for the New York area as generated by Google HERE. To view other Google mobility reports by geography click HERE. If it all feels a bit "1984" we've provided a link to the Kindle edition below. https://www.amazon.com/1984-George-Orwell-ebook/dp/B003JTHWKU

Enterprise Software 2020 Outlook

Enterprise Software 2020 Outlook

More Market Uncertainty Is Coming. However, Don't Paint with A Broad Brush. Align Yourself with Market Leaders. We expect Enterprise Software companies to provide conservative outlooks for the 2020 calendar year. We do not expect Enterprise Software companies to completely yank their respective 2020 outlooks as have other Technology companies. We anticipate negative investor sentiment … Continue reading Enterprise Software 2020 Outlook

The Return of Actively-Managed Funds

The Return of Actively-Managed Funds

This is a stock picker's market. The table seems to be set for a return to active management. It seems the equity markets have traded in synchronicity over the past number of weeks during the COVID outbreak. There has been little differentiation between individual Technology stocks on the way down and on up days. This … Continue reading The Return of Actively-Managed Funds

ServiceNow to Go Vertical

ServiceNow to Go Vertical

ServiceNow (ticker: NOW) plans to take a vertical-specific, go-to-market approach under new CEO Bill McDermott. Banking and Telecom will be the first verticals introduced under a partner-led model. We Applaud ServiceNow's Vertical Orientation As Technology companies scale it becomes increasingly important to incorporate industry vertical domain expertise into product and service offerings in order to … Continue reading ServiceNow to Go Vertical

SS&C vs. CRD

SS&C vs. CRD

A Google Trends Analysis - SS&C Technologies (ticker: SSNC) vs. Charles River Development (ticker: STT) We performed a “Google Trends” analysis comparing Google search terms “SS&C Technologies” and “Charles River Development”. To access our report CLICK HERE. We measured the period September 1st 2019 through January 22nd 2020. Our analysis included Google searches conducted across … Continue reading SS&C vs. CRD