Tag: TWLO

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

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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

CEORater Technology Founder CEO Index Remains Undefeated

CEORater Technology Founder CEO Index Remains Undefeated

Year-to-Date results are in through April 1st 2019 and the CEORater Index outperformed both on an Unweighted and Weighted return basis. The CEORater Technology Founder CEO Index posted an Unweighted Return of 28.8% year-to-date through April 1st 2019 vs. 23.3% for the benchmark (ticker: RYT). +5.5% outperformance. Roku (tkr: ROKU) was the top performer on … Continue reading CEORater Technology Founder CEO Index Remains Undefeated