Tag: VRSK

FinTech Valuations

FinTech Valuations

We took a snapshot of FinTech company valuations based on an extract from our CEORater database. We looked at Enterprise Value as a multiple of LTM Operating Cash Flow. You may access the file HERE or after the break below. Should you have any questions reach me at jmaietta@tek2day.com Tickers mentioned: BR, FDS, FICO, FIS, … Continue reading FinTech Valuations

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Prospective Bloomberg LP Acquirers

Prospective Bloomberg LP Acquirers

With Michael Bloomberg throwing his hat into the ring for the 2020 Democratic nomination, many have speculated as to how Bloomberg would divest his equity stake in his namesake firm were he to win the Presidency. We don't expect Mr. Bloomberg to win the Office of the President nor would a sale necessarily be required … Continue reading Prospective Bloomberg LP Acquirers

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

FinTech and Info Services

FinTech and Info Services

We look at a few leading FinTech and Information Services companies from a cash flow perspective. (Tickers mentioned: CSGP, FDS, INFO, MSCI, SSNC, VRSK). I reflect on a few names I used to cover during my equity research days. For purposes of this exercise we review SS&C Technologies, Verisk Analytics, IHS Market, FactSet Research Systems, … Continue reading FinTech and Info Services

FinTech for Growth & Profitability

FinTech for Growth & Profitability

Investors that value growth AND profitability ought to consider a number of tried-and-true FinTech names. Several days ago we were critical of some of the recent IPO and IPO hopeful crop of companies that enjoyed (even if temporarily) nosebleed valuations while delivering little in the way of recurring revenue much less profitability. Contrast that with … Continue reading FinTech for Growth & Profitability

Google – Keeping Tabs on the AI Leader

Google – Keeping Tabs on the AI Leader

AI is a scale game. Massive amounts of data and a large number of data scientists are required to build and train machine learning models and neural networks that underpin products such as Google Assistant and many others we've grown accustomed to. Google has never been great at selling to the enterprise. If it ever … Continue reading Google – Keeping Tabs on the AI Leader

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Companies mentioned: Accenture (ACN), Alibaba (BABA), AWS (AMZN), Azure (MSFT), Bottomline Technologies (EPAY), Broadridge (BR), DataRobot (Pvt.), GCP (GOOG), IHS Markit (INFO), Oracle (ORCL), Palantir (Pvt.), Qlik (Pvt.), Solera (Pvt.), SS&C (SSNC), Tibco (Pvt.), Verisk (VRSK). Accenture’s CEO of North America, Julie Sweet, will become CEO of Accenture effective September 1st 2019. Ms. Sweet is … Continue reading Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Top Fintech CEOs by Total Stock Return

Top Fintech CEOs by Total Stock Return

We ranked the top Fintech CEOs as measured by stock price performance. You may access the PDF version HERE and the Excel version HERE. We used IPO date as the beginning period for measurement purposes. In the event a CEO began his/her tenure after the IPO date, we used that start date as the beginning … Continue reading Top Fintech CEOs by Total Stock Return

How AI Will Conquer Financial Services

How AI Will Conquer Financial Services

From Chat bots to Ambient AI. Cloud-based AI and Machine Learning technology is readily available. Large technology platform companies such as Amazon (Alexa), Google and Microsoft (Azure), encourage third-party developers to build applications and services on top of their core AI and Machine Learning platforms. This enables developers to focus resources on building value through … Continue reading How AI Will Conquer Financial Services

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as an Investment? Don’t Be Spun by the VCs

Rideshare as a long-term investment? Right up there with owning an airline. Heck, even if the rideshare companies were operating at scale - running on autonomous vehicle fleets - would you really want to own that business? Depreciating assets, multiple competitors (it will be more than Lyft and Uber), and thin profit margins (we are … Continue reading Rideshare as an Investment? Don’t Be Spun by the VCs