Tag: Twilio

CEORater Portfolio Ahead of The Benchmark

CEORater Portfolio Ahead of The Benchmark

CEORater began an experiment several years ago whereby we built a concentrated "buy and hold" equal-weight portfolio consisting of quality Enterprise Software names that would be held for a minimum of five years. The benchmark is the S&P North American Expanded Technology Software Index (SPNASEUP). CEORater is up 4.2% Year-to-Date vs. 2.0% for the benchmark … Continue reading CEORater Portfolio Ahead of The Benchmark

CEORater “Quality” Portfolio Outperformed in 2020

CEORater “Quality” Portfolio Outperformed in 2020

The CEORater "Quality" Portfolio is an experiment which we began running at the end of 2018. The portfolio consists of a mix of Software, Information Services and Fintech companies, half of which are led by founder CEOs (we generally prefer founder CEOs). The question the experiment sought to answer was "How would a basket of … Continue reading CEORater “Quality” Portfolio Outperformed in 2020

Stick With Quality Companies

Stick With Quality Companies

Where is the market support coming from? Lipper data (below) shows net fund outflows for Equity funds. Therefore perhaps a sector rotation into Technology funds is providing support for Technology names. We have yet to find fundamental data that would support a bullish near-to-intermediate-term outlook for Technology names, with the exception being the leading streaming … Continue reading Stick With Quality Companies

CEORater Mock Portfolio

CEORater Mock Portfolio

Update on our "Buy & Hold" mock portfolio. This is an experiment we started last year where we buy quality names into the portfolio and essentially only sell when there is a change in executive management (CEO leaves). Microsoft (tkr: MSFT) is probably the world's most durable company and SS&C Technologies (tkr: SSNC) is one … Continue reading CEORater Mock Portfolio

High Quality Tech Names – Steady as She Goes

High Quality Tech Names – Steady as She Goes

Our CEORater equal-weight mock Technology portfolio leverages various CEORater investing principles and has outperformed by a significant margin. (tickers mentioned: ADBE, AMZN, CSGP, GOOG, MA, MSFT, NOW, SSNC, TWLO, VEEV, VRSK) We kicked off an experiment in Q1 of 2019. This experiment - not to be confused with the CEORater Technology Founder CEO Index - … Continue reading High Quality Tech Names – Steady as She Goes

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Whether evaluating a company as an investment vehicle or as a potential vendor, the processes are similar. Three elements are at the heart of our due diligence process when we evaluate Technology companies as investment vehicles and when we evaluate them as vendors. 1.) Quality of the Management Team. We listed this attribute first as … Continue reading Vendor Due Diligence and Investment Due Diligence Processes Are Similar