Tag: Technology

We Expect Less M&A Deal Activity in 2H 2023

We Expect Less M&A Deal Activity in 2H 2023

Our view is that M&A activity will further slow from here (especially within Tech), given that valuations have rebounded to a large degree year-to-date (Tech in particular), but sales pipelines are not any more robust than they were in Q4'22 nor Q1'23. Further, the macro economic environment is not any stronger today than it has … Continue reading We Expect Less M&A Deal Activity in 2H 2023

Rates Going Higher. Equities Going Lower.

Rates Going Higher. Equities Going Lower.

Coinbase up 12% because the company is cutting staff? They can't cut quick enough as crypto trading falls off. ChatGPT at 145x revenue? There are plenty of Technology companies that continue to trade at 20x revenue. Despite the pronounced pullback in Tech valuations over the course of 2022, there is further room for valuations to … Continue reading Rates Going Higher. Equities Going Lower.

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