Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Tag: Twitter
FOMO is stronger than ever given social media, the 24-hour news cycle and various fintech apps that facilitate equity trading. FOMO ("Fear Of Missing Out"), is stronger than ever, especially among the retail trading community. Retail traders are flush with cash coming off of 2020's Federal Government issued checks and enhanced unemployment benefits. Technology has … Continue reading FOMO Is Stronger Than Ever
A Big Tech vs. Big Government showdown is far less likely than a marriage of the titans. Whether it be Google's search monopoly, the Facebook/ Twitter/ TikTok social media oligopoly, the AWS/ Azure/ GCP oligopoly, the App Store/ Google Play duopoly, or the iOS/Android duopoly, the amount of power and influence concentrated among the world's … Continue reading The Marriage of Big Tech and Big Government
Tickers mentioned: AAPL, AMZN, FB, GOOG, MSFT, VMW, TWTR Deep-pocketed companies such as Alphabet, Amazon, Apple, Facebook and Microsoft have a competitive advantage in the Talent War - especially during the Work-From-Home era. On that front, VMWare and Twitter just shot themselves in the foot. VMWare and Twitter said they will adjust compensation downward for … Continue reading Competing for Employees in the WFH Era
Social media advertising revenue will likely take a prolonged hit as Ad buyers curb spending and in some cases go out of business Facebook (tkr: FB) and YouTube (tkr: GOOG) are best positioned to sustain a weak economic backdrop. Facebook is the dominant social media platform from a revenue standpoint and YouTube benefits from being … Continue reading Social Media Ad Revenue & the COVID Recession
Elliot Management is moving to acquire Board seats at Twitter. CEO Jack Dorsey would have done well to have followed our December 2017 advice offered in the TEK2day article: "Distracted CEOs and CEO Overreach." Our position has always been that CEOs have a fiduciary responsibility to shareholders in that they owe 100% of their focus … Continue reading Advice to CEO’s: Pick One. It May Save Your Job
Technology news items that caught our attention this week: Google’s AI can now lip read better than humans after watching thousands of hours of TV: Link Instagram takes a shot at YouTube, further distances itself from other social media platforms by rolling out long-form video: Link One million people use Bank of America’s AI-powered virtual … Continue reading Technology News from the Week: June 18th 2018
We Have Entered an Unprecedented Era of Shareholder Tolerance It is interesting that corporate boards and institutional investors are willing to tolerate “Distracted CEOs” and founder CEOs who wish to exercise outsized control of the companies they founded. Both are examples of poor corporate governance. Our definition of a Distracted CEO is the CEO that … Continue reading Distracted CEOs and CEO Overreach
Recently Facebook (tkr: FB) signed an agreement with Universal Music Group to license UMG's music library so that Facebook users may incorporate UMG music into user-generated content. Facebook's Instagram platform is the hottest social media platform at the moment. Instagram kneecapped Snapchat (tkr: SNAP) earlier this year when the former rolled out its "stories" feature. Instagram has … Continue reading The Soundtrack to Your Life. Facebook Continues to Distance Itself from the Competition
CEORater Podcast episode 58: https://soundcloud.com/ceorater/ep-58-irrelevant-whether-twitter-overstated-users-instagram-already-killed-it-snapchat
