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TEK2day Podcast: Technology, Capital Markets, Entrepreneurship, Leadership, Corporate Governance. Check out our content at TEK2day.com
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12 hours ago
Ep. 451: If Wages Are Growing Faster Than Inflation, Why Is The Economy Slowing?
Wages as measured in today’s ADP report are growing faster than inflation as measured by CPI. So why is the economy slowing? The answer is because CPI is understated.
Today’s TEK2day article: https://open.substack.com/pub/tek2day/p/bad-economic-news-continues-to-be?r=1rp1p&utm_campaign=post&utm_medium=web
Today’s ADP release: https://www.prnewswire.com/news-releases/adp-national-employment-report-private-sector-employment-increased-by-103-000-jobs-in-november-annual-pay-was-up-5-6-302007536.html
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1 day ago
TEK2day Podcast Ep. 450: Disney CEO Bob Iger's Hands Are Full With ESPN
TEK2day Podcast Ep. 450: Disney CEO Bob Iger's Hands Are Full With ESPN by TEK2day
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1 day ago
TEK2day Podcast Ep. 449: The Fed Has Not Won
Follow us at: https://tek2day.substack.com
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5 days ago
Ep. 448: The Fed, Inflation, Recession and 2024 Tech Outlook
We cover the Fed, persistent inflation, the looming recession, our 2024 Tech outlook and more.
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5 days ago
Ep. 447: The Reverse Repo Market May Be Telling Us When The Fed Will End QT
The overnight reverse repo market (ON RRP) sat at $887 billion last night, down from $2.6 Trillion at the peak on December 30th 2022. As the Fed slowly removes liquidity from the system through QT, Banks and Non-Bank institutions are parking less capital overnight at the Fed. Think of the reverse repo balance as excess liquidity in the system. The RRP balance could be at zero by March 2024 (or shortly thereafter) at the current RRP drawdown trajectory. Perhaps when the ON RRP balance gets close to zero this dovish, interventionist Fed will stop its QT program. Something to watch for.
Full article here: https://tek2day.substack.com/p/the-reverse-repo-market-may-be-telling
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Mar 26, 2023
Ep. 446: A Full Bank Deposit Backstop Is Impossible
A Full Bank Deposit Backstop Is Impossible
The Fed, Treasury and the FDIC are writing a check they can’t cash. Based on their rhetoric, the three Government organizations have implied that they will backstop all bank deposits. It would be impossible for this unholy triumvirate to do so given the tab could be north of $15 Trillion at the extreme.
MORE BANK FAILURES ARE COMING
There were 563 U.S. bank failures from 2001 through 2023 (chart below). 465 of those banks failed between 2008-2012. Those 465 banks had combined assets of $689 Billion.
2 U.S. banks have failed with combined assets of $319 Billion year-to-date (through March 14th). The asset destruction this time around will be far worse than the Great Financial Crisis of 2008, even if the Fed was to take rates to zero percent tomorrow.
A POTENTIAL MULTI- $ TRILLION LIQUIDITY CRUNCH
All FDIC banks had $19.2 Trillion of deposits (table below) with $12.0 Trillion of loans outstanding. This represents a loan-to-deposit ratio of 63% (as of 12/31/22). That is to say that at a minimum, 63% of deposits are not on hand. This obviously presents a problem should a majority of depositors wish to withdraw their money at the same time.
However, the problem is even more serious. While 63% of all deposits were loaned out as of 12/31/22, that is not to say that the remaining 37% of deposits were on hand. No, that’s hardly the case. You can be certain that a significant portion of those deposits were deployed across various financial instruments, some of them long-term in nature.
For example, Silicon Valley Bank (SVB), had a loan-to-deposit ratio of 43% at the time of its collapse as deposits not deployed as loans were deployed across other financial instruments (many of long duration). This duration mismatch created a liquidity crunch.
If there was a full run on all FDIC banks, some number between $12.0 Trillion and $19.2 Trillion is deployed in the economy which would force the banks to generate liquidity by selling other assets. These actions would not cover the tab. Thus, the Fed, Treasury and the FDIC would be on the hook for more than half of U.S. GDP were it to provide a full deposit backstop. That’s not going to happen.
Which banks are safe? The triumvirate could backstop J.P. Morgan, Bank of America, Wells Fargo and Citi, but not a full backstop if a bank run were to occur at all four banks simultaneously. To backstop 100% of deposits at all four banks simultaneously would be impossible as we are talking about $7.0 Trillion in deposits across the four banks (as of 12/31/2022), of which $3.8 Trillion have been extended as loans to say nothing of how the remaining $3.2 Trillion in deposits may be deployed.
https://tek2day.com/2023/03/25/a-full-bank-deposit-backstop-is-impossible/
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Mar 14, 2023
Ep. 445: Running QT and QE Simultaneously
The Fed's actions on Sunday night amounted to a Bail Out / QE as we stated in episode 444. The question is will the Fed slow or halt the pace of its QT program? If so, monetary policy will essentially be squarely back in a QE stance. No chance at getting CPI back down to 2% in the next several years if that were to happen.
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Mar 13, 2023
Ep. 444: Bail Out
Read our related TEK2day articles:
1.) Bail Out: https://tek2day.com/2023/03/13/bail-out/
2.) Powell’s Puzzle. Dimon A Winner. https://tek2day.com/2023/03/13/powells-puzzle-dimon-a-winner/
3.) Venture Debt & SVB: https://tek2day.com/2023/03/11/venture-debt-svb/
4.) Tough Month For Banks: https://tek2day.com/2023/03/10/tough-month-for-banks/
5.) The Fed’s Balance Sheet Reduction (QT) Update: https://tek2day.com/2023/03/09/the-feds-balance-sheet-reduction-qt-update-22/
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May 24, 2022
Ep. 443: The Looming U.S. Recession, Earnings & Stagflation
A general catch-up on the looming recession, Tech earnings, Stagflation and more. Buy a copy of our Amazon Kindle book here: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M
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Sep 29, 2021
Ep. 442: Fed, Fed, Fed Up
A quick review of our recent TEK2day published written content. Learn more at TEK2day.com
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Sep 16, 2021
Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies
Scott Kurland and Dan Pallone of SS&C Technologies (ticker: SSNC), joined the TEK2day Podcast to cover the insurance industry as it relates to insurance carriers investing in alternative asset classes in the pursuit of yield.
We recently covered this topic in our TEK2day Spotlight report “THE EVOLVING INSURANCE INDUSTRY” which SS&C was kind enough to sponsor. SS&C recently published an e-book “10 CONSIDERATIONS THAT ‘LEND’ CREDIBILITY TO PRIVATE MARKET INVESTING”, that covers similar subject matter. Both the e-book and our spotlight report may be accessed below.
Access the SS&C e-book here: https://www.ssctech.com/resources-insights/pdfs/10-considerations-private-market-investing
Access the TEK2day Spotlight report here: https://tek2day.com/2021/07/29/tek2day-spotlight-the-evolving-insurance-industry/
For more TEK2day content visit https://tek2day.com/
For more on SS&C Technologies visit https://www.ssctech.com/
The TEK2day Podcast is available across all popular podcast playing platforms including Apple and Spotify:
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Check out our parent company – CEORater – where you may anonymously rate your company and CEO at CEORater.com
Visit CEORater on LinkedIn: www.linkedin.com/company/ceorater
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Sep 15, 2021
Ep 440: A Win For Intuit. A Loss For Facebook
A Win for Intuit. A Loss for Facebook:
Intuit (ticker: INTU), recently announced that it had agreed to acquire Mailchimp, the marketing platform used by small and medium-sized businesses (we are a Mailchimp customer). Intuit is in the business of serving the SMB market. Facebook (ticker: FB), also serves SMBs and made a smart acquisition last year (Kustomer acquisition) to bolster its SMB offerings. Mailchimp is the type of company that would have been a financial rounding error for Facebook in the near-term, yet would have tightened Facebook’s grip on the low-end of the market while simultaneously providing FB with the means to extend up market. Thus, missing this deal was a strategic blunder for Facebook.
For more TEK2day content visit TEK2day.com
The TEK2day Podcast is available across all popular podcast playing platforms including Apple and Spotify:
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Check out our parent company – CEORater – where you may anonymously rate your company and CEO at CEORater.com
Visit CEORater on LinkedIn: www.linkedin.com/company/ceorater
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Sep 14, 2021
Ep. 439: Hate To Say Price Inflation Is Here To Stay
Elevated prices of goods and services are largely here to stay as a result of the Federal Reserve having dramatically inflated the money supply beginning in Q2 of 2020. These persistent price increases combined with stalling real GDP growth translate to stagflation. In April we wrote in our Amazon Kindle book that Stagflation Is Imminent. Stagflation is now here. Purchase a copy of our book “Stagflation Is Imminent”, here for only $9.99: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M
Read about the origin and evolution of the word “inflation” here: https://drive.google.com/file/d/1aUAXj0ooKmbIONVZXMu9vbKUCkmsEqS1/view?usp=sharing
Read about the Atlanta Federal Reserve’s Real GDP measure here: https://www.atlantafed.org/-/media/documents/cqer/researchcq/gdpnow/RealGDPTrackingSlides.pdf
For more TEK2day content visit TEK2day.com
The TEK2day Podcast is available across all popular podcast playing platforms including Apple and Spotify:
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Check out our parent company – CEORater – where you may anonymously rate your company and CEO at CEORater.com
Visit CEORater on LinkedIn: www.linkedin.com/company/ceorater
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Jul 9, 2021
Ep. 438: More On Management Teams
Quality Companies Outperform Over The Long-Term
We will say it until we are blue in the face: Management Teams Matter.
A high quality management team starts with a high-quality CEO. Quality management teams build quality companies. They do the hard, tedious work required to build the best products and processes in order to deliver maximum customer value. CEOs of these companies typically share certain attributes. For example, they invest for the long-term and work to drive long-term shareholder value. They will not for example chase a short-term “hype” opportunity to drive short-term gains as MicroStrategy (tkr: MSTR) CEO Michael Saylor has done in his pursuit of Bitcoin riches. Quality companies and CEOs such as Andy Florance of CoStar Group (tkr: CSGP), Henry Fernandez of MSCI (tkr: MSCI) and Bill Stone of SS&C Technologies (tkr: SSNC), are in it for the long haul. They won’t chase M&A targets with exorbitant valuations. They won’t roll out flavor of the month products that deliver negligible customer value. They will invest to deliver long-term shareholder value. This long-term approach may translate to underperformance during bubble periods such as the mother of all bubbles that we operate in today. However, quality management teams won’t blow you up. They won’t make poor capital allocation decisions nor deliver poor financial performance. Quality companies do tend to outperform when the economy and markets are soft and when markets are “normal”. Quality companies also tend to outperform over multi-year periods. Below we benchmark CSGP, MSCI and SSNC vs. the NASDAQ Composite. Read full article here: https://tek2day.com/2021/07/08/quality-companies-outperform-over-the-long-term/
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Jul 1, 2021
Ep. 437: VCs, EVs & The Fed
1.) VCs are not aligned with Entrepreneurs.
2.) Many of these EV CEOs are frauds as are the companies. We told you so a long time ago. It matters who the CEO is.
3.) Fed Chairman Jerome Powell is campaigning for his job to be renewed in February rather than behaving as an adult as the Fed works to inflate the debt away.
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Jun 20, 2021
CEORater QT: We Expect CEOs & CFOs To Retire At A Record Pace
CEORater Quick Take: We expect CEOs and CFOs to retire at a record pace by year-end 2021 due to the rigors of COVID. Last year it was establishing WFH environments. This year it is defining back-to-the-office policies and executing on them. Lots of CEO and CFO retirement announcements should come between October 2020 and December 2020. We may also see M&A activity spike near year-end as founder CEOs in particular step away from the non-revenue generating rigors of 2020 and 2021.
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Jun 17, 2021
Ep. 436: Strong Correlation Between M2 and NASDAQ Composite
We compared the year-over-year percentage change in M2 (measured each month) to the year-over-year percentage change in the NASDAQ Composite (measured each month on a one-month lag) and found a strong correlation as measured by a correlation coefficient of 81.7%.
Our analysis covered the percentage change in M2 from April 2020 (when the money supply was increased to combat COVID), through March 2021. We used March 2021 as an endpoint as by then the NASDAQ Composite had traded off and had begun to plateau. Thus it would seem that some of the “free money” mailed to companies (PPP), individuals (federal unemployment relief), and used to purchase government agency bonds as well as corporate bonds (Fed Reserve actions) either directly made its way into NASDAQ-listed names or helped support NASDAQ valuations indirectly. This speaks to the asset inflation brought on by loose fiscal and monetary policy.
Read the full article at this link where you may access our data table in full: https…
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Jun 15, 2021
Ep. 435: Investors Should Ask More of Their Management Teams
One of the great distortions caused by the joint fiscal and monetary policy of 2020 and 2021 is that equities and the lowest-rated non-investment grade credits are two of the all too rare places where investors may earn a return. Savers and Fixed Income investors be damned. Many companies are enjoying their stocks trading at all-time highs. Management teams are getting a pass on lackluster operating performance as a result of their stocks trading higher over 2020 and 2021. To this we say “What about opportunity cost?”
Consider Roper Technologies (tkr: ROP). ROP shares trade at an all-time high, yet organic revenue declined in the most recent quarter on a Y-O-Y basis (we have been critical of Roper’s M&A strategy). ROP is not alone. Many companies are enjoying record valuations with less than stellar operating performance. Don’t fall for the excuse that a company is victim to its industry which may be suffering from COVID or some other such exogeneous factor. If that’s the ca…
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Jun 14, 2021
Ep. 434: Why We Have Inflation
"Rewarding Non-Productive Activities with New Money Leads to Price Inflation":
The punchline is that a significant percentage of new money creation over the past year was allocated to non-productive use cases. “Helicopter” money to individuals and non-performing firms are two examples. When capital is deployed for non-productive use (acquiring cryptocurrencies for example), that capital invariably bids up prices causing asset price inflation. Conversely, recipients that are able to deploy capital in a productive manner (small software development firm for example), create value through production of goods and services (Software products in this case), which does not lead to asset price inflation. Below we have included two charts published by the Federal Government which illustrate our point and speak to the asset price inflation or “bubbles” we have voiced our concern about over the past 14 months. (more....)
Read the full article here: https://tek2day.com/2021/06/09/why-we-h…
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Jun 11, 2021
Ep. 433: Inflating The Debt Away. Higher Prices Are Here To Stay.
More bogus CPI numbers reported yesterday. The CPI itself is a poor price inflation measure given it excludes so many asset classes such as equities, art and crypto. Let’s focus on one CPI line item – “food at home” which was up 0.7% over the past 12 months ended May. Sorry, that’s a bogus number. My family’s grocery bill is up 20-30%. That percentage increase is in absolute terms and does not contemplate the old retail trick of shrinking packaging while maintaining prices which is happening. We’ve sampled a couple of local restaurants over the past two weeks and noted that prices were flat yet portion sizes were reduced by 20-25%. These prices increases are not transitory. Food suppliers are not going to triple inventories simply to get prices down. Same for lumber and metals. It’s not happening. What is clear is that the Federal Government and the Federal Reserve are working in concert to inflate prices, thereby inflating GDP, thereby inflating tax receipts, thereby s…
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Jun 2, 2021
Ep. 432: Don't Believe The Fed's Hype. Inflation Is Not Transitory.
Don't believe the Fed's spin that asset price increases are "Transitory". Price appreciation is here to stay given that the Fed has inflated the Money Supply (M1) by 4.7x since January 2020.
“Inflation” to lead headlines again when CPI data is reported. Real-world price appreciation is well ahead of the Fed’s 2% target.
If last month was any indication the term “inflation” will dominate market-related headlines when May CPI data is released on Thursday June 10th at 8:30am ET (See Google Trends chart below for search term “inflation” as of Thursday May 27th). Recall that when April CPI data was released on May 12th, many were surprised to learn of the 4.2% annual increase (April 2021-April 2020 period). We don’t publish a TEK2day inflation model, but trips to the grocery store, farmers markets and Home Depot were sufficient to directionally indicate that prices have increased over the past few weeks. Price increases are a predictable by-product of a foolish monetary po…
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May 31, 2021
Ep. 431: “G” Is Where The Value Is In ESG
I’ve yet to be convinced of the value proposition of incorporating ESG into the investment decision-making process. What are the definitions of the “Environmental” and “Social” elements of ESG and how are each directly correlated to alpha generation? You are preaching to the choir as it relates to “Corporate Governance” – the “G” in ESG. No other variable is as important to a company’s success as is the Management Team/CEO. The composition of the Board of Directors is a close second.
Link to the full TEK2day ESG article: https://tek2day.com/2021/05/31/g-is-where-the-value-is-in-esg/
Here is the link to the TEK2day Electricity Generation article referenced in the episode: https://tek2day.com/2021/05/19/evs-musk-biden-and-homer-simpson/
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May 31, 2021
Ep. 430: Memorial Day Round-Up
A summary of content recently published to TEK2day.
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May 19, 2021
Ep. 429: Link Variable Compensation To Desired Outcomes
Too few CEOs fully leverage the power of variable compensation to drive desired employee behavior and outcomes.
Last week we discussed the AI CEO vs. the Cyborg CEO. Assuming we could build a CEO with perfect intelligence there remains the question of how that CEO should communicate with his/her direct reports and employee base so as to achieve desired outcomes. For example, we structure M&A deals with detailed incentive compensation plans for acquired management teams. Those incentive compensation plans may incorporate various elements such as future Revenue and EBITDA levels, product launches and customer retention rates. Conversely, it is rare for a CEO’s direct reports to have that level of achievement-based detail built into their variable compensation plans. For example, in the case of a significant technology product launch it would make sense for a percentage of variable compensation to be at risk as it relates to those who worked on the budget, the product build and the pro…
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May 13, 2021
Ep. 428: Inflation, Price Controls, Gas Lines - It's The 1970s!
More Lines To Come With Price Controls:
It is starting to feel like the 1970’s with out of control fiscal spending, inflation and now gas lines. We only have gas lines in certain parts of the country today as local government officials exercised gas price controls during the Colonial Pipeline shutdown. We could very well see similar price control policies from the Biden Administration and State Governments in the coming weeks and months in an effort to control inflation.
The correct way to tame inflation would be to allow interest rates to float and to stop printing money to subsidize fiscal spending. Doing so would put an end to inflation and the debt double that grows worse by the day. If we are not going to allow interest rates to rise, then we ought to allow prices for goods and services to find a natural equilibrium. If Government decides to place its heavy hand on market prices as it has with gas prices, then the equal and opposite reaction will manifest itself in long lines a…
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May 7, 2021
Ep. 427: This Hybrid Fiscal Monetary Experiment Blows Up In 2022
Our related TEK2day articles may be found below:
Workers Choose To Collect Federal Unemployment Benefits Rather Than Work: https://tek2day.com/2021/05/07/workers-choose-to-collect-federal-unemployment-benefits-rather-than-work/
Federal Transfer Payments To Americans Don’t Equal Economic Strength: https://tek2day.com/2021/05/02/federal-transfer-payments-to-americans-dont-equal-economic-strength/
Inflation Is Here To Stay. Powell Likely Has Lost Control.: https://tek2day.com/2021/04/29/inflation-is-here-to-stay-powell-likely-has-lost-control/
The Fed’s Vicious Cycle and Gold: https://tek2day.com/2021/04/20/the-feds-vicious-cycle/
Enhanced Unemployment Benefits Are Hurting Retailers: https://tek2day.com/2021/04/14/enhanced-unemployment-benefits-are-hurting-retailers/
Visit www.CEORater.com
Visit www.TEK2day.com
Purchase our Amazon Kindle Book for $9.99 here: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M/ref=sr_1_3
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May 7, 2021
Ep. 426: CEO Opportunity Cost: Fiserv, FIS and Global Payments
Visit www.CEORater.com
Access our CEORater Personality Analytics report (referenced in this podcast episode), here: https://drive.google.com/file/d/1yVs6K5LUs0Ndyc0aep91OKtxYbLzVJy8/view?usp=sharing
Visit www.TEK2day.com
Purchase our Amazon Kindle Book for $9.99 here: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M/ref=sr_1_3
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May 6, 2021
Ep. 425: Put Your Strategic M&A Team On Ice
Visit CEORater.com and TEK2day.com.
Purchase our Amazon Kindle Book for $9.99 here: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M/ref=sr_1_3
Read our related TEK2day article “Put Your Strategic M&A Team On Ice” here: https://tek2day.com/2021/05/05/put-your-strategic-ma-team-on-ice/
Perhaps that recommendation is a bit harsh and unexpected coming from me, someone who is a staunch advocate of strategic M&A. However, the fact is that interest rates are historically low and valuations will remain historically high until such time as interest rates begin to rise. As we recently wrote, equity valuations have the looming double whammy of higher interest rates and higher corporate taxes which are sure to haircut valuations. Until such time valuations will remain historically high, especially within the Tech sector where valuations rival the dot-com Bubble of 1999-2000. Rather than chase expensive deals, smart alternatives may include investing in Produ…
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May 1, 2021
Ep. 424: The Facebook and Twitter Ad Scam
Visit CEORater.com and TEK2day.com.
Purchase our Amazon Kindle Book for $9.99 here: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M/ref=sr_1_3
Both Facebook (Facebook Blue and Instagram) and Twitter have an enormous Bot problem. Fake user accounts are included in active user counts and therefore contribute to Ad rates. Facebook said it took down 1.3 billion fake accounts October-December which is not to say it removed every last fake account or even a majority of them. Facebook has previously estimated that 5% of its active users are fake accounts but who is to say? No means exists by which to audit Facebook’s platform. Anecdotally, the Bot problem seemed to get worse in the few years that CEORater used Facebook before we exited the platform in 2020. Twitter to my knowledge has never self-reported the approximate number of fake accounts that exist on its platform. However, Twitter’s Bot problem seemed to grow in severity in our eight years on the…
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Apr 29, 2021
Ep. 423: Powell Will Lose The Fight Against Inflation
Purchase our Amazon Kindle Book for $9.99 here: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M/ref=sr_1_3
Inflation Is Here To Stay. Powell Likely Has Lost Control.: https://tek2day.com/2021/04/29/inflation-is-here-to-stay-powell-likely-has-lost-control/
Biden’s Long-Term Capital Gains Tax Increase Will Spur Selling: https://tek2day.com/2021/04/26/bidens-long-term-capital-gains-tax-increase/
U.S. Trade Deficit With China To Explode: https://tek2day.com/2021/04/24/u-s-trade-deficit-with-china-to-explode/
Biden’s Climate Plan Is A Tax On Companies And Individuals: https://tek2day.com/2021/04/23/bidens-climate-plan-is-a-tax-on-companies-and-individuals/
The Fed’s Vicious Cycle and Gold: https://tek2day.com/2021/04/20/the-feds-vicious-cycle/
A Corporate Tax Hike Will Be A Double Whammy On Valuations: https://tek2day.com/2021/04/16/a-corporate-tax-hike-will-be-a-double-whammy-on-valuations/
Enhanced Unemployment Benefits Are Hurting Retailers:…
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Apr 28, 2021
Ep. 422: Biden's $1.8 Trillion Spending Program Will Further Tax Americans Via Inflation
The Biden Administration’s latest debt-funded spending program will create increasing inflation and therefore tax the American people as the price of goods and services climb ever higher. This latest program ($ 1.8 Trillion) will further penalize Americans via the inflation tax = taxation without representation. Between the Trump Administration’s two spending programs ($2.3 Trillion, $900 Billion) and Biden’s three spending programs ($1.9 Trillion, $2.3 Trillion, $1.8 Trillion), we are rapidly losing the country to an out-of-control Federal Government that is hell-bent on creating $Trillions out of thin air to pursue spending programs it believes will win voters at the end of the day. Translation: The Federal Government will play an increasingly larger role in our daily lives. Recent related TEK2day articles are listed below:
Purchase our Amazon Kindle Book for $9.99 here: https://www.amazon.com/Stagflation-Imminent-Jonathan-Maietta-ebook/dp/B091NB9V7M/ref=sr_1_3
Biden’s Long…
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Apr 16, 2021
Ep. 421: Significant Tech Valuation Downside Risk Due To Higher Tax Rates
A Corporate Tax Hike Will Be A Double Whammy On Valuations:
Consider the Fintech and Information Services sector. Depending upon how you define it, the sector trades at approximately 30x Operating Cash Flow (“OCF”). If Company X generates $1 billion in Operating Cash Flow today, the Net Income input will have been taxed at 28% under Biden’s proposal vs. the current 21% Federal corporate income tax (33% higher). Thus, 1.) the valuation multiple will be applied to a lower OCF figure all else held equal, and 2.) investors likely will apply a lower valuation multiple given the higher tax and lower cash flows. It feels to me that this phenomenon is not baked into Tech valuations and perhaps equity valuations more generally.
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Apr 15, 2021
Ep. 420: Enhanced Unemployment Benefits Are Hurting Retailers
Federal programs such as the CARES Act/ Pandemic Unemployment Assistance and other COVID-related Federal handouts are hurting retail businesses. Retail used to be a great way for young people to gain valuable sales and customer experience early in their career. Many readers will have held hourly jobs at grocery stores, restaurants and the like during their high school and college years. Many adults work these jobs for additional income. The geniuses in Washington D.C. have turned this labor market on its head. Many Americans who would normally work these jobs now make more money collecting COVID-related Government benefits. As a result grocery stores, wine & liquor retailers, gyms, food service establishments and other retail operations are having difficulty staffing operations at a time when customers are returning. The penalty is two-fold: 1.) Opportunity Cost – lost revenue due to insufficient staff; 2.) Wage Inflation – businesses will be required to increase hourly wages in or…
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Apr 8, 2021
Ep. 419: Ken Bisconti and Bob Petrocchi - Co-Heads, SS&C Intralinks
We had a conversation with Ken Bisconti and Bob Petrocchi who together co-lead Intralinks, an SS&C Technologies (tkr: SSNC) company. Intralinks is perhaps best known for its Virtual Data Room offering – “VDRPro“- part of a larger product portfolio that customers primarily use to securely manage M&A and related transactions. We covered a variety of topics including Intralinks’ customer value proposition across its three primary customer cohorts, go-to-market strategy, product offerings and more.
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Apr 6, 2021
Ep. 418: CEO Compensation & Our Kindle Book
Our most recent TEK2day articles. In addition, check out our new Amazon Kindle book. Links below:
Amazon Kindle Book: “Stagflation Is Imminent”: https://www.amazon.com/gp/product/B091NB9V7M/ref=dbs_a_def_rwt_bibl_vppi_i0
PLM Software CEO Compensation Comparison: https://tek2day.com/2021/04/05/plm-software-ceo-compensation-comparison/
CEO Compensation Ought To Tightly Align With Company Performance: https://tek2day.com/2021/04/05/ceo-compensation-ought-to-tightly-align-with-company-performance/
Broadridge’s Acquisition of Itiviti. Nothing Is Cheap. https://tek2day.com/2021/04/03/broadridges-acquisition-of-itiviti-nothing-is-cheap/
Square, PayPal, and Apple Will Dominate A Digital Currency World: https://tek2day.com/2021/04/03/square-paypal-and-apple-will-dominate-a-digital-currency-world/
A Breakdown of Biden’s $2.3 Trillion Green New Deal: https://tek2day.com/2021/04/02/a-breakdown-of-bidens-2-3-trillion-green-new-deal/
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Apr 1, 2021
Ep. 417: Stagflation Is Coming
Related TEK2day articles:
1.) The Ugliest Chart I Have Ever Seen: https://tek2day.com/2021/03/31/the-ugliest-chart-i-have-ever-seen/
2.) Stagflation Is Imminent (premium): https://tek2day.com/2021/03/30/stagflation-is-imminent/
3.) The Fed’s Options To Fight Inflation Are Limited: https://tek2day.com/2021/03/29/the-feds-options-to-fight-inflation-are-limited/
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Mar 26, 2021
Ep. 416: Public Debt Is Out Of Control
Selfish politicians over the past number of decades have led us to a point where generations to come will be paying down the U.S. Debt load. If you ask me it is too late to avoid a dollar crisis as we believe the U.S. will eventually default on its debt. Thank Bush, Obama, Trump and now clueless, selfish Joe Biden would plans to add $6-7 Trillion in new debt in 2021 alone.
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Mar 23, 2021
Ep. 415: How Biden Ought To Allocate His $3 Trillion Infrastructure Plan
We share our ideas as to how Biden ought to allocate his $3 Trillion Infrastructure program. A public-private partnership across two key areas makes sense: CyberSecurity and the Electric Grid. We have previously covered how Distributed Ledger Technologies ("DLT"), such as Blockchain could be used to replace legacy transaction processing systems from online payments to home and auto titling, to electronic healthcare records and more. In addition, we cover how The Fed seeks to control the money supply which does not bode well for Bitcoin and other cryptocurrencies over the long-term.
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Mar 22, 2021
Ep. 414: A Breakdown of The Biden Debt-Funded COVID Relief Program
If you regularly listen to this podcast or read the pages of TEK2day you know that we are not fans of the debt-funded "stimulus" programs of Trump nor under Biden. These debt-funded, money printing efforts create havoc in the capital markets, engender moral hazard and have all sorts of unintended consequences. Let us not forget the amount of waste created by these "stimulus" programs which largely amount to politicians paying themselves vast sums of money to pursue various political initiatives geared to maintaining/gaining political power. The links below provide a breakdown of Biden's $1.9 Trillion COVID relief plan.
Read our TEK2day article here which includes a link to our COVID relief breakdown presentation: https://tek2day.com/2021/03/13/a-breakdown-of-bidens-debt-funded-covid-relief-program/
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Mar 18, 2021
Ep. 413: CEORater CEO Risk Report And Tech M&A
We cover our initial CEORater CEO Risk Report as well as the impact of rising Treasury yields on Technology M&A. Check out our related TEK2day articles below:
1.) More Inflation Is Coming: https://tek2day.com/2021/03/18/more-inflation-is-coming/
2.) Rising Yields Will Slow M&A Activity: https://tek2day.com/2021/03/16/rising-yields-will-slow-ma-activity/
3.) A More Hawkish Fed Is Not In The Cards This Year: https://tek2day.com/2021/03/15/the-fed-becoming-more-hawkish-is-not-in-the-cards-this-year/
4.) CEORater CEO Risk Report: https://tek2day.com/2021/03/15/ceorater-ceo-risk-report/
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Mar 11, 2021
Ep. 412: Is Salesforce COO Bret Taylor The Company's Next CEO?
Is Salesforce COO Bret Taylor The Company’s Next CEO? Read our related TEK2day article here: https://tek2day.com/2021/03/10/is-salesforce-coo-bret-taylor-the-companys-next-ceo/
View CEORater's Bret Taylor profile here: https://www.ceorater.com/ceo/1847/10/Bret-Taylor
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Mar 8, 2021
Ep. 411: Walmart Ought To Spin-Off Its Ecommerce Operations
Read our related TEK2day article "Walmart E-Commerce Continues To Scale. A Spin-Off Could Unlock Shareholder Value." here: https://tek2day.com/2021/03/08/walmart-e-commerce-continues-to-scale-a-spin-off-could-unlock-shareholder-value/
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Mar 6, 2021
Ep. 410: Little Long-Term GDP Growth
Low labor participation, higher taxes and a large debt load translate to anemic long-term Real GDP growth.
Read our related TEK2day article here: https://tek2day.com/2021/03/06/brace-for-anemic-long-term-real-gdp-growth/
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Mar 4, 2021
Ep. 409: The Fed's Next Move Is To Ramp Up QE. Not Raise Rates.
The Fed's next move is to ramp up QE, not raise rates. We have $1.9 Trillion in new debt coming as a result of fiscal "stimulus". Now is not the time to raise interest rates.
Related TEK2day article: https://tek2day.com/2021/03/04/the-feds-next-move-is-to-ramp-qe-not-raise-rates/
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Mar 2, 2021
Ep. 408: Microsoft Should Spin-Off LinkedIn
Our related TEK2day articles may be found here:
A LinkedIn Spin-Off Could Unlock Significant Value For Microsoft: https://tek2day.com/2021/03/02/microsoft-should-consider-a-linkedin-spin-off/
We Are Taking A “Show Me” Approach To Gary Gensler As SEC Chairman: https://tek2day.com/2021/03/02/we-are-taking-a-show-me-approach-to-gary-gensler-as-sec-chairman/
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Feb 18, 2021
Ep. 407: Debt-Funded Boomtime Is Not Sustainable
See our related content at TEK2day.com
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Jan 28, 2021
Ep. 406: WallStreetBets and Misguided Populism
Retail investors have misplaced their anger, a symptom of misguided Populism. Read our related articles at the URLs below.
The Social Media-Enabled Pump and Dump: https://tek2day.com/2021/01/28/the-social-media-enabled-pump-and-dump/
Elon Musk Is A Carnival Barker At Best, A Criminal At Worst: https://tek2day.com/2021/01/28/elon-musk-is-a-carnival-barker-at-best-a-criminal-at-worst/
Everyone Is A Stock-Picking Genius During A Bubble. Where Is The SEC? https://tek2day.com/2021/01/27/everyone-is-a-stock-picking-genius-during-a-bubble-where-is-the-sec/
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Jan 15, 2021
Ep. 405: It Will Be Difficult To Ween The Market Off Of Easy Money
Related TEK2day article is available here: https://tek2day.com/2021/01/15/it-will-be-difficult-to-ween-the-market-off-of-easy-money/
Weening the market and Americans off of easy fiscal and monetary policy will be no easy task. The Biden Administration’s proposed $1.9 Trillion COVID relief package is the first of two multi-Trillion debt-funded “stimulus” tranches to come in 2021. Between zero interest rate policy, debt-funded fiscal stimulus ($1,400 in direct payments to Americans plus extended unemployment benefits), Quantitative Easing and Fed asset purchase programs, we are creating enormous moral hazard, applying downward pressure to GDP, expanding the debt bubble and creating inflation across asset classes. We believe inflation could reach the upper band of what is acceptable to the Fed before 2023-2024 and that Chairman Powell & Company ought to start “thinking about” what tightening may look like in another year or two both in terms of trajectory and messaging to the m…
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Jan 13, 2021
Ep. 404: We Like New Intel CEO Pat Gelsinger
Read our related TEK2day article here: https://tek2day.com/2021/01/06/qualcomms-current-and-incoming-ceos-are-engineers-intels-ceo-is-not/
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Dec 28, 2020
Ep. 403: Omnibus, Inflation & Interest Rates - Oh My
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
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Dec 24, 2020
Ep. 402: Share Buybacks - We Hate Them
Here is the link to the graph referenced in the episode: https://drive.google.com/file/d/1cMXaIEtaVnAZxH3eLMi3c1CYczHlvJsk/view?usp=sharing
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
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Dec 22, 2020
Ep. 401: Palantir Is Not A Software Company
Related TEK2day article: https://tek2day.com/2020/12/21/palantir-is-not-a-software-company/
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
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Dec 22, 2020
Ep. 400: More Money Printing. Time To Reintroduce The Gold Standard.
$2.3 trillion omnibus bill including $900 billion in COVID relief. At the rate we are incurring debt and printing money the USD is sure to plummet. Time to go back on the Gold standard.
Here is the Omnibus bill from Dec 21st 2020: https://rules.house.gov/sites/democrats.rules.house.gov/files/BILLS-116HR133SA-RCP-116-68.pdf
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Dec 18, 2020
Ep. 399: Is There Another Leg To Drop In The SolarWinds Cyberbreach?
Read our related TEK2day article here: https://tek2day.com/2020/12/15/is-there-another-leg-to-drop-in-the-solarwinds-cyberbreach/
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Dec 17, 2020
Ep. 398: Consumption-Based Pricing
For more about TEK2day visit TEK2day.com
Read our related TEK2day article here: https://tek2day.com/2020/12/16/consumption-based-pricing-models-align-best-with-customer-value-propositions/
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
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Dec 9, 2020
Ep. 397: Cult of Personality - A Deep Dive On CEO Personality Research
We discussed CEO Personality and its impact on stock returns with Dr. Joseph Harrison of TCU.
Joseph Harrison TCU profile page: https://neeley.tcu.edu/About_Neeley/Faculty_and_Staff/Harrison,_Joseph.aspx
HBR article we referenced: "How a CEO’s Personality Affects Their Company’s Stock Price": https://hbr.org/2019/10/how-a-ceos-personality-affects-their-companys-stock-price
Links to related TEK2day articles:
- "More RE: CEO Personality & Implications for Stock Prices": https://tek2day.com/2019/11/22/more-re-ceo-personality-implications-for-stock-prices/
- "Cult of CEO Personality & Implications for Stock Prices": https://tek2day.com/2019/11/14/cult-of-ceo-personality/
- "Predicting CEO Actions and Financial Outcomes Based On CEO Personality": https://tek2day.com/2018/12/14/predicting-ceo-actions-and-financial-outcomes-based-on-ceo-personality/
- "GM’s Mary Barra vs. Tesla’s Elon Musk – A CEO Personality Comparison": https://tek2day.com/2018/11/01/gms-mary-barra-vs-te…
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Nov 26, 2020
Ep. 396: Salesforce and Slack
Related TEK2day article: https://tek2day.com/2020/11/26/salesforce-is-chasing-the-leader/
SCOTUS opinion I referred to: https://www.supremecourt.gov/opinions/20pdf/20a87_4g15.pdf
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Nov 24, 2020
Ep. 395: All EV CEOs Are Not Created Equally
Not all EV CEOs are created equally. A large TAM is certainly not an indicator of OEM success in the EV space. The person leading the charge matters far more than any TAM measurement. A given founder/CEO's entrepreneurial perseverance, grit and luck are far more important attributes than any other when considering the probability of success for any EV start-up. Elon Musk has these attributes in spades. The other CEO's in the EV cohort do not. Listen to our podcast to learn more.
Related TEK2day articles:
1.) There Is Only One Elon Musk: https://tek2day.com/2020/11/23/there-is-only-one-elon-musk/
2.) Hydrogen Fuel Cell Powered Vehicles Are Here, Yet A Ways Off: https://tek2day.com/2018/01/13/hydrogen-fuel-cell-powered-vehicles-are-here-yet-a-ways-off/
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Nov 9, 2020
Ep. 394: What Does A Contested Election Mean For Markets?
Related article: What Does A Contested Election Mean for Markets?
https://tek2day.com/2020/11/09/what-does-a-contested-election-mean-for-markets/
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Servic…
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Oct 28, 2020
Ep. 393: The Innovation Tax May Lead To Increased Share Repurchase Activity
The Innovation Tax May Lead to Increased Share Repurchase Activity. Read our related TEK2day article here: https://tek2day.com/2020/10/28/high-debt-levels-and-negative-ma-bias-are-crowding-out-innovation/
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational ef…
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Oct 21, 2020
Ep. 392: Cryptocurrency Increasingly Recognized As A Store Of Value
Cryptocurrency Is Starting To Gain Recognition As A Store of Value. Read our related article here: https://tek2day.com/2020/10/21/cryptocurrency-is-starting-to-gain-recognition-as-a-store-of-value/
Read about our CEORater CEO Hall of Fame Class of 2020 members here: https://tek2day.com/2020/10/19/the-ceorater-ceo-hall-of-fame-class-of-2020/
Read about the lasting impact of COVID-19 on public transportation here: https://tek2day.com/2020/10/21/covids-lasting-impact-on-mobility/
Read about: Fraud – A Sign of The Times - here: https://tek2day.com/2020/10/16/fraud-a-sign-of-the-times/
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorate…
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Oct 7, 2020
Ep. 391: Big Tech Proposed Regulation & More
Institutional Investors Forgot They Have A Voice. PLUS – Big Tech Regulation.
It is amazing what institutional investors – especially large holders – put up with. Do Portfolio Managers communicate with CEOs any longer? PMs used to speak with management teams to provide feedback around capital allocation decisions, financial disclosures and more. My sense is that less of this interaction occurs today. Below we cover a few examples. We also cover yesterday’s proposed Big Tech regulation. Innovation will slow at each firm (Alphabet, Amazon, Apple, Facebook) regardless of what the FTC may or may not do.
Read the full article here: https://tek2day.com/2020/10/07/institutional-investors-forgot-they-have-a-voice-plus-big-tech-regulation/
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter:…
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Sep 19, 2020
Ep. 390: The Valuation Circus Is In Town
We recently wrote about the “Speculation Era” in Tech stocks. It doesn’t have to be this way. Institutional investors don’t have a gun to their heads forcing them to chase performance in companies such as TSLA and SNOW. Yet many are doing just that, throwing time-tested investment principles out the window. Many justify their outrageously expensive portfolio holdings based on out-year earnings estimates. No earnings? No problem. 50x revenue for ABC Inc? Sure. 100x revenue for XYZ Corp? Yes, I’ll buy some.
What’s driving this valuation mania? Two things in my view:
1.) Many portfolio managers don’t have a clue about the companies they own. They wouldn’t know a data mart from Walmart. Poor diligence and lack of understanding makes buysiders suckers for VC’s looking to float companies at exorbitant valuations. SNOW for example was valued at $12 billion in May – a rich valuation – only to go out at $30 billion on IPO day (Sept. 16th), and proceeded to more than doubl…
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Sep 10, 2020
Ep. 389: Credit Spreads Will Widen
Credit Spreads Will Widen as Job Losses Mount and Supply-Side Costs Increase.
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-…
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Sep 1, 2020
Ep. 388: Data & Analytics - A Conversation with Upendra Belhe
Upendra speaks about how insurance carriers are working to leverage data and advanced analytics to capture actionable insights. COVID has emphasized the benefit that these capabilities may provide insurance carriers. Many carriers have accelerated their investments in advanced analytics as a result.
Upendra leads TEK2day's "On-Demand Chief Analytics Officer" practice. Learn more about our practice here: https://drive.google.com/file/d/1m_mLBsEJSibeCpbsKG8-Dpa0_9n8MF-g/view?usp=sharing
Read our recent TEK2day article here: https://tek2day.com/2020/08/24/insurers-as-acquirers-and-tek2days-on-demand-cao-service/
Read Upendra's recent article here: https://www.belheanalytics.com/post/some-insurers-say-use-analytics-to-adapt-to-the-new-normal-or-else
To learn more, reach us at: info@tek2day.com
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Aug 27, 2020
Ep. 387: Fed Policy and the Equity Bubble
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.
For more information about SS&C Singularity visit:…
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Aug 18, 2020
Ep. 386: The Best Deals Are Often The Ones You Don't Do
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.
For more information about SS&C Singularity visit:…
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Aug 18, 2020
Ep. 385: Pulling Earnings Forward
How Much Future Earnings Have We Pulled Forward?
Companies have pulled forward a significant amount of future earnings. The question is: “How much”?
Back in April Microsoft (MSFT) CEO Satya Nadella said the company experienced two years of digital transformation in two months. Amazon (AMZN), Shopify (SHOP), Square (SQ), PayPal (PYPL) and other e-commerce players have undoubtedly pulled earnings forward as COVID accelerated the shift from offline to online commerce. Peloton (PTON) is benefiting from the home gym boom as fewer people are comfortable with visiting their local gym (if it remains in business) versus a year ago. Zoom Video (ZM) has benefited from remote meetings.
The earnings pull forward phenomenon is certainly something to consider along with a potential fiscal stimulus deal (we are in a game of political chicken at the moment), China turmoil and the specter of corporate and personal tax increases in 2021 or 2022.
For more about TEK2day visit TEK2day.com
Apple Podca…
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Aug 18, 2020
Ep. 384: Share Buybacks 2.0
Technology companies are engaging in share buybacks again. If there was ever a waste of capital...
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelli…
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Aug 17, 2020
Ep. 383: AWS Is Differentiating Via A “Verticalization” Strategy
Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy: Read about it here: https://tek2day.com/2020/08/17/amazons-aws-unit-is-differentiating-via-a-verticalization-strategy/
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency.…
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Aug 8, 2020
Ep. 382: SPAC Bubble
We are in a SPAC bubble. Read more about the topic Saturday August 8th at TEK2day.com
For more about TEK2day visit TEK2day.com
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
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LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Software as a Service basis or via SmartSource – SS&C’s intelligent middle a…
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Jul 22, 2020
Ep. 381: Tech Is Not Teflon
Our Q2 2020 Tech earnings season expectations are unchanged.
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation…
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Jul 6, 2020
Ep. 380: The Taxman & AI Are Coming
Regardless of who wins November’s general election we expect higher corporate income tax rates in 2021 or more likely 2022. Today’s 21% U.S. corporate tax rate will likely climb back to 35% or higher should Trump win re-election or to 40-45% should Biden win the Presidency. We expect companies to control expenses as a result primarily by leveraging AI and related technologies to automate workflows.
Read our related TEK2day article here: https://tek2day.com/2020/07/06/higher-corporate-income-tax-rates-are-likely-coming/
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEOR…
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Jul 2, 2020
Ep. 379: Anti-Capitalism
Coordinated actions by the Federal Reserve and Treasury are not in the best interest of the U.S. economy or Americans. Not in the short term, the intermediate term nor the long term.
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
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Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform –…
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Jun 30, 2020
Ep. 378: State-Led Capitalism or Frankenstein's Monster
Private markets are no longer primarily determined by the actions of private buyers and sellers. The State now controls private markets as the primary mover. Guessing the timing, scale and duration of massive fiscal and monetary programs has superseded if not largely replaced fundamental analysis. That’s not to say that fundamentals do not matter, but they clearly have taken a back seat to State programs. Like Frankenstein’s monster, the State means well (so it says). Yet like the monster its actions do more harm than good.
Read our related article here: https://tek2day.com/2020/06/30/state-led-capitalism/
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company…
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Jun 29, 2020
Ep. 377: The Fed Discloses Its Corporate Bond Purchases
The Fed disclosed its Corporate Bond purchases. Read our related TEK2day article here: https://tek2day.com/2020/06/29/federal-reserve-discloses-corporate-bond-purchases/
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity…
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Jun 26, 2020
Ep. 376: COVID Rising. Is the Midwest Next?
COVID-related Google searches across the Midwest (MI, IL, OH, WI) and northern TX have sharply increased. I would expect this search activity to begin to appear in case data in approximately two weeks.
Our related TEK2day article: https://tek2day.com/2020/06/26/covid-related-google-search-trends-is-the-midwest-next/
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based in…
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Jun 18, 2020
Ep. 375: The Fed - This Dove's Not Crying
Related TEK2day articles:
1.) This Dove’s Not Crying: https://tek2day.com/2020/06/17/this-doves-not-crying/
2.) The COVID Cold Shower: https://tek2day.com/2020/06/18/the-covid-cold-shower/
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting pla…
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Jun 17, 2020
Ep. 374: Apple, Amazon, CLOs & More
Articles mentioned in this podcast episode:
1.) Q2’20 Insider Sales Activity: https://tek2day.com/2020/06/17/q220-insider-sales-activity/
2.) Pt. I: Amazon Prime vs. Netflix & Disney+. Pt. II: Is Amazon Sitting On AWS 2.0? https://tek2day.com/2020/06/15/pt-i-amazon-prime-vs-netflix-disney-pt-ii-is-amazon-sitting-on-aws-2-0/
3.) Expect A Bumpy Ride For The Economy and The Capital Markets Over The Next Several Years. https://tek2day.com/2020/06/12/expect-a-bumpy-ride-for-the-economy-and-the-capital-markets-over-the-next-several-years/
4.)Apple Is Not Going to Acquire A Search Engine: https://tek2day.com/2020/06/11/apple-is-not-going-to-acquire-a-search-engine/
5.) The Looming Bank Collapse: https://www.theatlantic.com/magazine/archive/2020/07/coronavirus-banks-collapse/612247/
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
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Jun 10, 2020
Ep. 373: We Expect The Fed's Bubble-Blowing Policies To Continue
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and operational efficiency. Singularity is offered on a Soft…
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Jun 9, 2020
Ep. 372: The Forever Bubble Blowing Fed
Read our full article on the subject at TEK2day.com
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-basis accounting across a wide range of asset types with unparalleled automation and oper…
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Jun 4, 2020
Ep. 371: Moral Hazard Is Infecting The Capital Markets
Loose monetary and fiscal policy is infecting the capital markets and negatively impacting the United States' long-term growth prospects.
For more about TEK2day visit TEK2day.com
Twitter: @TEK2dayOfficial https://twitter.com/tek2dayofficial
Instagram: @TEK2day https://www.instagram.com/tek2day/
LinkedIn: www.linkedin.com/showcase/tek2day
Apple Podcasts: https://podcasts.apple.com/us/podcast/tek2day-podcast/id1270002408
Spotify: https://open.spotify.com/show/3IybCrJs9ZPZTFPYlDg78b
Anonymously rate your company and CEO at CEORater.com
Twitter: @CEORater https://twitter.com/ceorater
Instagram: @CEORaterOfficial https://www.instagram.com/ceoraterofficial/
LinkedIn: www.linkedin.com/company/ceorater
About Our Sponsor:
SS&C Technologies (www.ssctech.com) is a global, market-leading provider of cloud-based investment accounting software, services and fund administration. SS&C’s AI-powered investment operations and accounting platform – Singularity – provides real-time, multi-bas…
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May 30, 2020
Ep. 370: Now Is The Time To Be Aggressive
Now is the time for market-leading companies to be aggressive.
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May 21, 2020
Ep. 369: Passive Investing Makes For Less Efficient Markets
Read our related TEK2day article here: https://tek2day.com/2020/05/21/passive-investing-makes-for-less-efficient-markets/
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May 21, 2020
Ep. 368: Market Euphoria
Read our recent articles here:
Market Euphoria & Perspective: https://tek2day.com/2020/05/20/market-euphoria-perspective/
Mr. Market Is Trading On Speculation. Fundamentals Will Matter Again: https://tek2day.com/2020/05/18/mr-market-is-trading-on-speculation-fundamentals-will-matter-again/
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May 18, 2020
Ep. 367: Binging on Buybacks at Innovation's Expense
Bingeing On Buybacks At Innovation’s Expense - Read our related TEK2day article here: https://tek2day.com/2020/05/18/buybacks-are-outpacing-rd-investments/
Follow us on LinkedIn here: https://www.linkedin.com/company/ceorater
Follow us on Twitter here: https://twitter.com/ceorater
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May 17, 2020
Ep. 366: Buybacks and Work From Home
Work from Home Is Here to Stay.
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May 15, 2020
Ep. 365: SaaS Valuation Multiples Are Going Lower
Read our related TEK2day article here: https://tek2day.com/2020/05/15/the-pain-is-coming-the-recovery-will-be-uneven/
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May 13, 2020
Ep. 364: Intelligent Outsourcing. Guest: SS&C Technologies
TEK2day Podcast episode 364: “Intelligent Outsourcing” with guests Scott Kurland and Kyle Fields of SS&C Technologies (ticker: SSNC).
We cover SS&C’s experience delivering outsourced Investment Operations services to customers during the COVID-19 crisis.
Subscribe to the TEK2day Podcast wherever you enjoy podcast content.
Podcast highlights:
1.) We discuss operational issues that are top of mind with customers;
2.) Scott and Kyle identify operational challenges that customers face;
3.) We describe attributes that make SS&C Technologies unique from a domain expertise and technology standpoint;
4.) Scott and Kyle provide words of advice to Asset Managers, Insurers and REIT organizations who are working through the COVID crisis.
Read our recent TEK2day note about SS&C Technologies here: https://tek2day.com/2020/05/01/transparency-playing-offense-in-a-down-economy/
Read SS&C’s new whitepaper “Outsourcing in a Time of Crisis” here: https://www.ssctech.com/resources-insights…
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May 12, 2020
Ep. 363: The Fed Is Crowding Out Private Capital
The Federal Reserve is crowding out private capital. It has engaged in what feels like perpetual quantitative easing (“QE”) since 2008. The Fed buying corporate credit is the latest perversion from this increasingly political institution. Read the full article here: https://tek2day.com/2020/05/11/the-fed-is-crowding-out-private-capital/
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May 7, 2020
Ep. 362: A V Recovery Is Not In The Cards
The economy will not enjoy a “V” recovery. A combination of defaults, bankruptcies, market disruption and high unemployment will make for a gradual recovery. Read the full article here: https://tek2day.com/2020/05/06/a-v-recovery-is-not-in-the-cards/
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May 3, 2020
Ep. 361: The Street Is Too Optimistic
This equity market is poised to roll over.
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Apr 28, 2020
Ep. 360: This Market Will Blow Up. A Walk Down Memory Lane.
This market recovery is doomed to fail. Investors will get weak knees coming off of the June quarter reports.
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Apr 25, 2020
Ep. 359: It Is A Mistake To “Look Through” Q2 And 2020 Earnings
There is insight to be gleaned from recent earnings conference calls. We have highlighted a few from this past week. Many companies assume a deterioration in business from Q1 to Q2 and a potential recovery beginning in Q3. A majority of companies did not provide formal Q2 nor calendar 2020 guidance. Two key questions are: 1.) “How bad will Q2 results be?” and 2.) “Should the economy begin to recover in Q3, what will be the rate of recovery?” Two difficult questions to answer, especially the second. Different communities across the U.S. will re-open at different times and re-engage at different rates. Read our full article here: https://tek2day.com/2020/04/25/it-is-a-mistake-to-look-through-q2-and-2020-earnings/
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Apr 22, 2020
Ep. 358: Earnings Season Thus Far: Lack of Color & Backbone
Ep. 358: Earnings Season Thus Far: Lack of Color & Backbone by TEK2day
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Apr 21, 2020
CEORater Quick Take: PPP / SBA Tranche II. We Can Do Better.
Congress will vote on a $484 Billion stimulus plan later this week which includes $250 Billion for the Paycheck Protection Program (“PPP”) and $60 Billion for the SBA’s Disaster Relief Fund. Read more here: https://tek2day.com/2020/04/21/expect-more-smb-failures-despite-latest-310b-sba-relief/
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Apr 20, 2020
Ep. 357: Layoffs Have Extended Beyond Hotels and Restaurants
Layoffs are not only taking place across the retail, restaurant, travel and hospitality industries. A number of other industries including the Technology industry have absorbed their fair share of layoffs as well. Some early-stage Technology companies are conserving cash by replacing cash compensation with equity. The list below includes approximately 60 companies (primarily Tech companies) and more than 13,000 people that have been laid off. While not a comprehensive list, it is a good proxy for layoff activity over the past several weeks across a variety of Technology sectors.
Access the full article and data tables here: https://tek2day.com/2020/04/20/layoffs-have-extended-beyond-hotels-and-restaurants/
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Apr 19, 2020
Ep. 356: Investors: Sharpen Your Pencils!
The macro trade where stocks fall in unison in late March only to recover in unison in early April is doomed to fail. We will re-test market lows. A staggered economic recovery will require that investors identify “winning” stocks coming out of the downturn and avoid “value traps”. Life is about who you choose to partner with and we advocate that investors “partner” with market leading companies. Below are a few reasons why a “normal” economy is not around the corner. Read the full TEK2day article HERE: https://tek2day.com/2020/04/19/investors-sharpen-your-pencils/
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Apr 19, 2020
CEORater Quick Take: Ugly Earnings Season Is Upon Us
Brace yourself for a soft Q1 and an UGLY Q2. The April and July earnings calls will test the will of those investors that have jumped back into the market with both feet.
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Apr 14, 2020
Ep. 355: The Irrational Mr. Market
This market is irrational. All news is good news and at present most news is anything but good. See our related TEK2day article here: https://tek2day.com/2020/04/14/strange-market-indeed/
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Apr 14, 2020
Ep. 354: FIS Revises Q1 Outlook, Withdraws FY 2020 Outlook
FIS revises 2020 outlook: https://www.sec.gov/Archives/edgar/data/1136893/000113689320000086/ex991pr-fiscoronavirus.htm
Excerpt from press release:
"...Consequently, we now estimate that we will generate revenue of $3,060 to $3,080 million during the first quarter of 2020, which represents an increase of approximately 49% to 50% over the prior year period, primarily due to the acquisition of Worldpay.
Organic revenue growth is estimated to be 1% to 2% during the first quarter of 2020, including approximately $20 million in anticipated negative foreign exchange impact. We had previously projected revenue of $3,180 to $3,210 million during the first quarter of 2020, representing an increase of approximately 55% to 56% over the prior year period.
Organic revenue growth was previously estimated to be 5% to 6% during the first quarter of 2020, including approximately $10 million in anticipated negative foreign exchange impact.
During the first quarter of 2020, we now estimate that our…
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Apr 11, 2020
CEORater CEO of the Week: Vince McMahon (WWE, XFL)
Vince McMahon's CEORater Profile: https://www.ceorater.com/ceo/412/399/Vince-McMahon
YouTube version of this podcast episode: https://youtu.be/aO0lJLF51jo
CEORater CEO of the Week April 11th 2020 Prepared Remarks:
Welcome to the inaugural CEORater “CEO of the Week”.
Our first “CEO of the Week” is WWE Chairman & CEO Vince McMahon. This is as much a memorial as it is a celebration because Vince McMahon buried his XFL on Friday – Good Friday no less.
This was version 2.0 of the XFL. It was killed not by poor ratings or fan indifference, rather by the Coronavirus.
XFL 2.0 was funded entirely by Vince McMahon who sold approximately $270 million of WWE stock on March 27th 2019.
At the time, speculation was that McMahon was positioning himself to purchase the Carolina Panthers of the National Football League. The Panthers were sold to David Tepper, founder of hedge fund Appaloosa Management.
McMahon wasn’t interested in acquiring the Panthers however. McMahon took the worl…
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Apr 10, 2020
CEORater Quick Take: SBA Loan Processing – Every Which Way But Smooth
The SBA lacks the infrastructure to efficiently process the $350 billion capital allotment it received from the recent $2 trillion economic stimulus plan. Read our full TEK2day article here: https://tek2day.com/2020/04/09/sba-loan-processing-every-which-way-but-smooth/
Subscribe to CEORater's YouTube channel
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Apr 9, 2020
Ep. 353: Call Me Dr. Doom. This Market Rally Is Illogical.
Support this podcast at: cash.app/$TEK2day
This market rally does not make sense as we have little visibility into a recovery. When will it begin? How long will it take?
Read more at TEK2day: https://tek2day.com/2020/04/08/a-gradual-return-to-normal/
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Apr 9, 2020
Ep. 352: CEORater's CEO Due Diligence Service
We walk through CEORater's CEO due diligence offering for institutional investors. To learn more reach out to info@ceorater.com
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Apr 8, 2020
Ep. 351: Boeing (ticker: BA) CEO David Calhoun
Boeing (ticker: BA) CEO David Calhoun scores a perfect zero on our CEORater platform: https://www.ceorater.com/ceo/1717/1032/David-Calhoun
Follow the video version of the podcast on CEORater's YouTube channel.
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Apr 8, 2020
CEORater Quick Take: A Gradual Return To "Normal"
Crowds won’t gather for ballgames and other social occasions until fear begins to dissipate. This portends a gradual economic recovery that will look different in different parts of the country. Read the full article at TEK2day: https://tek2day.com/2020/04/08/a-gradual-return-to-normal/
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Apr 6, 2020
Ep. 350: CEORater Equity Portfolio
We provide an update about our CEORater mock equity portfolio. Read more here: https://tek2day.com/2020/04/06/ceorater-mock-portfolio/
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Apr 6, 2020
CEORater Quick Take: CEO Compensation
We would prefer to see that Operating Cash Flow be included as a metric when calculating CEO compensation. See our recent TEK2day article on the subject here: https://tek2day.com/2020/02/04/operating-cash-flow-executive-compensation/
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Apr 4, 2020
CEORater Quick Take: 701,000 Jobs Lost In March
Bars and Restaurants hit hardest within the 701,000 jobs lost in March. Likely to get worse as the CMBS market struggles to resolve itself.
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Apr 4, 2020
Ep. 349: A Breakdown of the 701,000 Jobs Lost in March
We provide a breakdown of the 701,000 jobs the U.S. economy shed in March 2020. Here is the link to our full TEK2day article: https://tek2day.com/2020/04/04/a-breakdown-of-the-701000-jobs-the-u-s-economy-shed-in-march/
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Apr 3, 2020
Ep. 348: Enterprise Software 2020 Outlook
More Market Uncertainty Is Coming. However, Don’t Paint with A Broad Brush. Align Yourself with Market Leaders.
We expect Enterprise Software companies to provide conservative outlooks for the 2020 calendar year. We do not expect Enterprise Software companies to completely yank their respective 2020 outlooks as have other Technology companies. We anticipate negative investor sentiment coming off of the Q1 earnings reports that is likely to overshoot the operating reality of most leading Enterprise Software companies. If your mandate requires you to stay invested, align yourself with market leading Enterprise Software companies. Read the full article at TEK2day.com
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Mar 30, 2020
Ep. 347: Industries Best-Positioned To Go Mobile Post COVID
Related TEK2day article: "Industries Best-Positioned To Go Mobile Post COVID." Read the article here: https://tek2day.com/2020/03/30/industries-best-positioned-to-go-mobile-post-covid/
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Mar 29, 2020
CEORater Quick Take: Social Distancing Extended Through April
The Trump Administration extended the current social distancing program through the end of April. What does that mean for an economic recovery?
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Mar 29, 2020
Ep. 346: $2 Trillion Economic Stimulus Breakdown
Read more about the $2 Trillion economic stimulus package at TEK2day.com
1.) Read our breakdown of the table here: https://drive.google.com/file/d/1yMvdPV8DZHvkWeEAxPj9pB5EJFuezb5q/view?usp=sharing
2.) Read the full bill here: https://drive.google.com/file/d/1y7jqmYPyIQsLsxBHOiiXk4C9EP523Sie/view?usp=sharing
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Mar 28, 2020
Ep. 345: Cheap Debt - The Gift That Kept On Giving
Policy makers have held interest rates artificially low since the 2008 financial crisis. This unnatural act – preventing interest rates from finding a natural equilibrium – made it difficult for investors to find yield and equity market valuations ballooned as a result. The cheap debt train has pulled into the station.
Read the Full TEK2day Article HERE: https://tek2day.com/2020/03/28/cheap-debt-the-gift-that-kept-on-giving/
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Mar 27, 2020
CEORater Quick Take: The Return Of Actively Managed Funds
Related TEK2day content: "The Return of Actively-Managed Funds"
https://tek2day.com/2020/03/27/the-return-of-actively-managed-funds/
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Mar 27, 2020
CEORater Quick Take: Boeing & Bailouts
Related TEK2day content "A Common Sense Approach to Crisis Management. Leveraging A 6-Step Plan." https://tek2day.com/2020/03/22/a-common-sense-approach-to-crisis-management-leveraging-a-6-step-plan/
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Mar 25, 2020
Ep. 344: We Told You So. Battle-Tested Software CEOs.
Related TEK2day article: https://tek2day.com/2020/03/16/battle-tested-software-ceos/
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Mar 23, 2020
Ep. 343: Our Fear-Based Socialist Approach to COVID Is Destroying The Economy
Federal and state governments are taking a fear-based, Socialist approach to battling COVID and are destroying the economy in the process.
Related TEK2day article: https://tek2day.com/2020/03/22/a-common-sense-approach-to-crisis-management-leveraging-a-6-step-plan/
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Mar 21, 2020
Ep. 342: A Common Sense Approach To Crisis Management. Leveraging A 6 Step Plan.
During a crisis leaders act with imperfect information. A reactionary approach is never the optimal approach. We offer a 6-step plan.
YouTube version of this episode: https://youtu.be/gqCPb7XL1eA
CEORater.com TEK2day.com
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Mar 19, 2020
Ep. 341: GE's BioPharma Deal Is At Risk
We 100% disagree with Barron’s that General Electric’s deal to sell its BioPharma business to Danaher (tkr: DHR), for $21.4 billion (original deal announced February 2019), should close soon. This is precisely the type of large deal struck at a peak market that will either get delayed indefinitely or negotiated down. Danaher has the upper hand in negotiations as they do not necessarily need to complete this deal. General Electric (tkr: GE) may be facing a cash crunch and is a motivated Seller. Stay tuned.
Related TEK2day article: https://tek2day.com/2020/03/18/ges-biopharma-deal-is-at-risk/
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Mar 19, 2020
Ep. 340: Disney Ought to Spin Off the Parks Business
Disney Ought to Spin Off the Parks Business.
Related TEK2day article: https://tek2day.com/2020/03/18/disney-ought-to-spin-off-the-parks-business/
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Mar 19, 2020
Ep. 339: Executive Search, Bailouts & Mobilizing Healthcare
On today's TEK2day Podcast:
1.) Our parent company - CEORater - is partnering with the j. David Group on Executive Search for C-Level opportunities. Visit j.David Group here: https://thejdavidgroup.com/hiring
2.) More tax payer-funded bailouts? It is 2008 all over again. The taxpayer is owed an equity stake in any companies/industries it bails out.
3.) The time for social distancing in the battle against COVID-19 has passed. It is time to mobilize healthcare.
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Mar 16, 2020
Ep. 338: Magic Leap Is For Sale. Good Luck.
Visit us at TEK2day.com and CEORater.com
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Mar 16, 2020
Ep. 337: Replace The Income Tax With A Sales Tax
We advocate eliminating income taxes for individuals and companies to stimulate the economy in the face of COVID-19. Replace the income tax with a sales tax on finished goods and services.
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Mar 15, 2020
Ep. 336: 3 Reasons Why Coronavirus Will Dramatically Slow M&A Activity
Coronavirus will dramatically slow M&A activity for three primary reasons.
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Mar 13, 2020
Ep. 335: COVID-19 Will Bring M&A To A Halt
COVID-19 will bring early-stage M&A transactions to a halt.
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Mar 13, 2020
Ep. 334: $60-100 Billion In COVID-19 Lost Wages
We compare COVID-19 to influenza and estimate that the U.S. economy could suffer $60-100 billion in lost wages due to COVID-19.
Related TEK2day article: https://tek2day.com/2020/03/13/covid-19-60-100-billion-in-lost-wages/
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Mar 12, 2020
Ep. 333: Let It Bleed. Plenty of Room for Stocks to Bleed Down
Investors continued the bloodletting in Thursday's trading session. Despite the blood and emotions, there is plenty of room for stocks to drift further downward. Many technology companies have seen their stocks reach levels last seen in Q3/Q4 2019 which was hardly a trough.
TEK2day article: https://tek2day.com/2020/03/12/let-it-bleed/
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Mar 12, 2020
Ep. 332: Now Would Be A Good Time To Execute That Stock Buyback
We prefer dividends, investment in R&D and M&A programs to share repurchases. However, for those companies that include share repurchases as part of their capital allocation strategy, today would be a good day to exercise a portion of that repurchase authorization. Markets hate uncertainty. Markets like it when companies and insiders step-up and buy their own stock. Better for companies and insiders to buy now and look smart later than to have executed buybacks at the lofty multiples of several months ago.
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Mar 10, 2020
Ep. 331: Yes, There Will Be A Slowdown
We have seen this movie before. The economy is slowing. This Coronavirus-led slowdown feels much like 2003’s SARS outbreak exacerbated by the social media echo chamber. When entering an economic slowdown investors would be wise to understand the level of exposure that portfolio holdings have to discretionary revenue. In Software & Services land this primarily means revenue generated from Consulting and Professional Services.
Related TEK2day article: https://tek2day.com/2020/03/09/history-repeats-itself-and-often-rhymes/
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Mar 7, 2020
Ep. 330: Time Waits For No One - Tesla & GM
Time waits for no one. Fortunes change quickly. Look no further than the case of General Motors (tkr: GM) and Tesla (tkr: TSLA). Read our related TEK2day article here: https://tek2day.com/2020/03/06/time-waits-for-no-one/
Learn more at TEK2day.com
Visit our Fintech platform: CEORater.com
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Feb 27, 2020
Ep. 329: Is Apple Working to Acquire Disney?
The timing of Disney's announcement that Bob Iger was stepping down from the CEO role flies in the face of everything we know about Bob Iger. Iger is meticulous in planning and process-oriented. To announce a CEO change intra-quarter does not make sense from a timing standpoint. It suggests an outside catalyst in our view. Our best guess would be that Apple reached out to negotiate an acquisition of the Walt Disney Corporation, specifically the direct-to-consumer and content-related assets.
See our related TEK2day article entitled "Disney’s Sudden CEO Change – What Does It Foreshadow?" here: https://tek2day.com/2020/02/25/disneys-sudden-ceo-change-what-does-it-foreshadow/
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Feb 17, 2020
Ep. 328: Go Vertical Or Go Home
Related TEK2day article: "Go Vertical or Go Home" (premium):
https://tek2day.com/2020/02/17/go-vertical-or-go-home/
Unless your name is Amazon, Apple, Facebook, Google or Microsoft, it is best to pursue vertical go-to-market and product strategies. Only the previously mentioned Technology giants have the requisite scale to take a horizontal approach. We provide examples of “Vertical Leaders” and “At-Risk Horizontal Players”.
Tickers mentioned: ACN, AMZN, AAPL, AVGO, BOX, CCC, CRM, CSCO, CSGP, DBX, DDOG, FB, FDS, GOOG, IBM, INFO, INFY, MFGP, MSFT, NEWR, NOW, ORCL, OTEX, SAP, SPLK, SSNC, TEAM, TWLO, VRSK, WDAY, WORK
It is increasingly risky to pursue a horizontal strategy when the platforms giants – Amazon, Apple, Facebook, Google and Microsoft – are doing the same. For example, Apple invested $4.5 billion in R&D during the most recent quarter, Microsoft $4.6 billion and Google/Alphabet $7.2 billion. Quarterly R&D spend for these giants is larger than annual revenue for mo…
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Feb 15, 2020
Ep. 327: Financial Market Data: Ripe For Disruption
The SEC’s proposal to improve stock-price data available to the public is a step to further democratize financial market data. This weakens the position held by incumbent market data providers such as Bloomberg, FactSet (FDS), Intercontinental Exchange (ICE), S&P Global (SPGI), The London Stock Exchange/Refinitiv (LSE) and others.
Related TEK2day article: https://tek2day.com/2020/02/15/financial-market-data-ripe-for-disruption/
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Feb 14, 2020
Ep. 326: Crypto, CVS, Barclays, Corp Gov & Software Strategy
We cover a variety of items:
1.) CVS Health's integration with Aetna and the Pharmacy Benefit Management landscape: https://tek2day.com/2020/02/08/cvs-health-aetna-post-deal-integration-hiccups/
2.) Crypto currency: https://tek2day.com/2020/02/11/will-cryptocurrencies-turbocharge-online-marketplaces/
3.) Share repurchases are a corporate governance risk: https://tek2day.com/2020/02/10/insider-selling-and-share-repurchases/
4.) Jes Staley and Barclays: https://tek2day.com/2020/02/13/why-does-jes-staley-remain-barclays-ceo/
5.) Our upcoming article: "Go Vertical Or Go Home".
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Feb 4, 2020
Ep. 325: The ICE, EBAY, Crypto & More
We cover The ICE's proposed acquisition of EBAY as reported by the WSJ. The deal is in-line with ICE founder Jeffrey Sprecher's affinity for exchange/marketplace type businesses. The deal becomes especially interesting when you factor in the potential for incorporating crypto currencies to EBAY's marketplace platform.
Related articles:
1.) eBay for The ICE? https://tek2day.com/2020/02/04/ebay-for-the-ice/
2.)Operating Cash Flow & Executive Compensation: https://tek2day.com/2020/02/04/operating-cash-flow-executive-compensation/
3.)Not All Clouds Are Created Equal: https://tek2day.com/2020/02/04/not-all-clouds-are-created-equal/
4.)CEORater CEO Churn Report: https://tek2day.com/2020/02/03/ceorater-ceo-churn-report/
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Feb 3, 2020
Ep. 324: Technology Roundup: Apple, Netflix, Disney and More
- We cover ServiceNow's "verticalization" strategy.
- We cover IBM's CEO change and its place in cloud and cognitive computing.
- We cover why we believe AT&T will sell WarnerMedia.
- We cover our new CEORater CEO Churn report.
Related articles:
1.) CEORater CEO Churn Report: https://tek2day.com/2020/02/03/ceorater-ceo-churn-report/
2.) AT&T Should Sell WarnerMedia: https://tek2day.com/2020/01/31/att-should-sell-warnermedia/
3.) IBM Names A New CEO: https://tek2day.com/2020/01/31/ibm-names-a-new-ceo/
4.) ServiceNow to Go Vertical: https://tek2day.com/2020/01/28/servicenow-to-go-vertical/
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Jan 19, 2020
Ep. 323: M&A Advice For Roper Technologies (ticker: ROP)
Follow-up to our TEK2day article: "Here’s How Roper Technologies (tkr: ROP) Can Raise Its Game": https://tek2day.com/2020/01/16/heres-how-roper-technologies-tkr-rop-can-raise-its-game/
1:51: Examples of companies that have effectively used M&A: ANSS, SSNC.
2:08: Roper historical Software M&A examples.
Additional referenced TEK2day article: "3 Stages of Market Awareness": https://tek2day.com/2019/12/27/3-stages-of-market-awareness/
CEORater CEO Profile: https://www.ceorater.com/ceo/1610/1323/Neil-Hunn
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Jan 10, 2020
Ep. 322: Defining A Winning Culture
Listening to the sportscaster talking heads discuss "culture" within the context of NFL coaching searches makes it painfully clear that few if any understand the substance of the word.
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Jan 9, 2020
Ep. 321: TEK2day Technology Roundup
34 second mark: PropTech
related article: "TEK2day PropTech Outlook & Landscape"
article link: https://tek2day.com/2020/01/02/tek2day-proptech-outlook-landscape/
50 second mark: 3 Stages of Market Awareness
related article: "3 Stages of Market Awareness"
article link: https://tek2day.com/2019/12/27/3-stages-of-market-awareness/
1 minute 41 second mark: "2019 Technology CEO's of the Year"
related article: CEORater 2019 Technology CEOs of the Year
article link: https://tek2day.com/2020/01/04/ceorater-2019-technology-ceos-of-the-year/
4 minute 10 second mark: M&A at Accenture and General M&A Outlook
related article: "One M&A Prophecy Fulfilled. More to Come."
article link: https://tek2day.com/2020/01/07/one-ma-prophecy-fulfilled-more-to-come/
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Dec 26, 2019
Ep. 320: Tesla and Waymo - Apples and Oranges
It is not accurate to suggest that Tesla's Autopilot and fully autonomous capability are equivalent to Waymo's autonomous platform. Tesla's autonomous vehicle miles traveled are highway miles whereas Waymo's LiDAR training largely occurred on city streets. Mr. Jeff Brown recently gave an interview and stated that Tesla is the autonomous vehicle leader and has established a significant competitive moat because it has approximately 2 Billion autonomous vehicle miles traveled. We have a different opinion. Waymo (the company we view as the autonomous vehicle leader) has trained its LiDAR platform largely on city streets (approximately 16 Million vehicle miles traveled) which are far more nuanced and complex than highway travel.
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Dec 22, 2019
Ep. 319: Time. Make the Most of It.
Time. Make the Most of It.
https://tek2day.com/2019/12/22/time-make-the-most-of-it/
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Dec 17, 2019
Ep. 318: Is EPAY Undervalued? Comps Like AvidXchange Imply "Yes"
If Charlotte NC-based B2B payment network AvidXchange is worth $2 billion, what is the valuation of similar-sized Paymode-X? If something similar, this would imply that Paymode-X parent company - Bottomline Technologies (ticker: EPAY)- is undervalued given its $2.3 billion Market Cap.
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Dec 12, 2019
Ep. 317: 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 in order to serve. We can speculate nonetheless.
Related article: https://tek2day.com/2019/11/29/prospective-bloomberg-lp-acquirers/
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Nov 13, 2019
Ep. 316: Google Commandeered Patient Medical Records
Google and Ascension Act Brazenly with Patient Medical Records. Unbelievable. I was always of the belief that patients/consumers would soon port their medical records to the cloud. It is outrageous that Google and Ascension acted on patient medical records without patient permission. Google CEO Sundar Pichai and Ascension CEO Joseph Impicciche ought to step down. Commandeering medical records makes a mockery of privacy law. Pichai, Impicciche and their respective companies should be punished. https://tek2day.com/2019/11/11/google-and-ascension-act-brazenly-with-patient-medical-records/
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Nov 4, 2019
Ep. 315: Under Armour (tkr: UAA), Facebook (tkr: FB), TikTok
TikTok article: https://www.nytimes.com/2019/11/03/technology/tiktok-facebook-youtube.html
Recent TEK2day articles:
1.) Episodic Television Is the Key to Winning the Streaming Wars: https://tek2day.com/2019/10/31/episodic-television-is-the-key-to-winning-the-streaming-wars/
2.) A Corporate Culture Failure: CEO’s Who Do Not Hold Themselves Accountable: https://tek2day.com/2019/10/28/a-corporate-culture-failure-ceos-who-do-not-hold-themselves-accountable/
3.) E-Commerce Continues to Drive Demand for Industrial Space: https://tek2day.com/2019/10/27/e-commerce-continues-to-drive-demand-for-industrial-space/
4.) For These FinTech Names Staying the Course Paid Off: https://tek2day.com/2019/10/26/for-these-fintech-names-staying-the-course-paid-off/
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Oct 23, 2019
Ep. 314: Facebook and Amazon Ads
Facebook Congressional Hearings: Authenticating Facebook users.
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Oct 22, 2019
Ep. 313: IPO Pricing - Inside the Sausage Factory
A bit of insight as to how Investment Banking firms price IPOs. Hint: it's not merit-based.
Related TEK2day article: "Public Company Earnings Call Survival Kit": https://tek2day.com/2019/05/01/public-company-earnings-call-survival-kit/
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Oct 21, 2019
Ep. 312: Tesla and A Walk Down UBER's P&L (little operating leverage)
Tesla: an investment by an Auto OEM is more likely than an acquisition in our view.
Uber: There isn't a lot of operating leverage in Uber's business model. Our re-cast P&L details a 31% Gross Margin which makes it difficult to invest in technology that will result in a sustainable competitive advantage. UBER's P&L does not have much operating leverage. See UBER's June Q P&L with our commentary here: https://drive.google.com/file/d/1wxMz2Z71tzlAF-jqyHd0cSWWZ-cNS4T2/view?usp=sharing
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Oct 15, 2019
Ep. 311: FinTech: Where Is the Love for the Sector?
Related TEK2day article: "FinTech for Growth & Profitability": https://tek2day.com/2019/10/14/fintech-for-growth-profitability/
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Oct 9, 2019
Ep. 310: Pt.1 WeWork and GE; Pt. 2 The Long Tail (Netflix and Amazon)
Related TEK2day content: "The Long Tail Will Differentiate You from Everyone Else": https://tek2day.com/2019/10/07/the-long-tail-will-differentiate-you-from-everyone-else/
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Sep 30, 2019
Ep. 309: WeWork Pulls IPO. Here Is What Comes Next.
WeWork pulled its IPO this morning. Here's what comes next.
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Sep 21, 2019
Ep. 308: Stripe, DataRobot, Amazon and Rivian
Stripe and DataRobot capital raises.
Amazon places EV order with Rivian.
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Sep 21, 2019
Ep. 307: SSNC, NLP, WeWork and GE
1.) SS&C Deliver: https://www.ssctech.com/deliver
2.) WE S-1 Filing: https://www.sec.gov/Archives/edgar/data/1533523/000119312519220499/d781982ds1.htm
3.) SEC charges GE with Accounting Fraud (2009): https://www.sec.gov/news/press/2009/2009-178.htm
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Sep 12, 2019
Ep. 306: WeWork Holders, Paycom's Aggressive Accounting & More
1.) WeWork holders exiting completely on the IPO;
2.) Activist Investor targets: AT&T, IBM, ROP;
3.) M&A Strategy;
4.) Private Equity's scam;
5.) Paycom's (tkr: PAYC) aggressive accounting.
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Sep 9, 2019
Ep. 305: Part I: Stripe Capital. Part II: AT&T
I. Our TEK2day article on Stripe Capital: https://tek2day.com/2019/09/09/stripe-capital-the-latest-fintech-disruptor/
II. Our TEK2day article on 3 activist investor targets: AT&T, IBM, Roper Technologies: https://tek2day.com/2019/08/13/three-activist-investor-targets/
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Sep 4, 2019
Ep. 304: Don't Bite The Hand That Feeds You. Innovation at Scale.
Amazon's scale enables it to innovate in a controlled, scientific manner which provides a competitive edge over smaller competitors.
Related TEK2day articles: https://tek2day.com/2019/09/04/dont-bite-the-hand-that-feeds-you/
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Aug 16, 2019
Ep. 303: GE; Capital One CyberBreach; AT&T, IBM & Roper
In this episode we cover Harry Markopolos's GE report, more on the Capital One cyberbreach and three companies that we believe activist investors have their eyes on: AT&T, IBM and Roper Technologies. See links below:
1.) GE Report: https://www.gefraud.com/
2.) Capital One - Our Recommendation for standing up a CyberSecurity operation: https://tek2day.com/2019/08/05/cybersecurity-is-not-someone-elses-problem/
3.) AT&T, IBM & Roper: https://tek2day.com/2019/08/13/three-activist-investor-targets/
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Aug 8, 2019
Ep. 302: AVGO Agreed To Acquire A CyberSecurity Laggard in SYMC
We are not fans of AVGO's M&A strategy. Here in episode 302 we follow-up on episode 301 and explain why it will essentially be impossible for AVGO to grow SYMC's Enterprise business so long as it runs EBITDA margins hot at around 50%.
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Aug 7, 2019
Ep. 301: AVGO to Potentially Acquire SYMC's Enterprise Business
Run rate revenue on March 2019 quarter Enterprise Revenue of $584 million implies $2.336 Billion run rate revenue for SYMC's Enterprise Business.
-A 35% Op Margin applied to $2.3B revenue implies a 12x multiple at the $10B valuation reported by the WSJ.
-A 40% Op Margin implies 11x.
-A 45% Op Margin implies 10x.
-A 50% Op Margin implies 9x.
-These implied multiples are what one would expect for a slow-growth to flat topline business.
-The Enterprise Business is a flat-ish topline business (run rate revenue flat with FY19 reported revenue of $2.3B). Should AVGO wish to grow this business expanding Op Margin beyond 35% would make growing the topline difficult.
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Aug 5, 2019
Ep. 300: Capital One and CyberSecurity Fatigue
Companies remain slow to act and investors are increasingly desensitized to cybersecurity breaches. None of this is positive.
Related TEK2day article: https://tek2day.com/2019/08/05/cybersecurity-is-not-someone-elses-problem/
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Aug 4, 2019
Ep. 299: Facebook Exercises Control Over Instagram and WhatsApp
Facebook branding Insta and WhatsApp "Instagram by Facebook" and "WhatsApp by Facebook". We believe Facebook exercising control over Insta and WhatsApp will harm user growth and engagement - particularly Facebook's forcing more ads down Insta's throat.
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Jul 28, 2019
Ep. 298: The PE Model Is Not Sustainable
Related TEK2day article: https://tek2day.com/2019/07/26/the-pe-model-is-unsustainable/
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Jul 19, 2019
Ep. 297: WeWork - A Disaster Waiting To Happen
We critiqued WeWork's (aka "the We Company") business model in episode 292 of this podcast. Now comes the news that co-founder CEO Adam Neumann has sold $700 million worth of stock per the Wall Street Journal. This type of a stock sale by a founder CEO ahead of a prospective IPO is unprecedented in our 20-plus years in the capital markets and is a huge red flag. It would take a small miracle for WeWork to pull off an IPO in our view given the fact that the company does not match lease durations and given news of this $700 million stock sale by Neumann.
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Jul 18, 2019
Ep. 296: It's Only Going to Get Increasingly Difficult For Netflix (NFLX)
It's only going to get increasingly difficult for Netflix to compete.
https://tek2day.com/2019/04/12/disney-new-king-of-the-jungle/
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Jul 14, 2019
Ep. 295: Accenture (ACN) Is Preparing to Double-Down on M&A.
Julie Sweet's appointment as Accenture's next CEO can mean only one thing - ACN plans to double-down on M&A. We have some ideas about target areas and companies. Read about them Monday July 15th at TEK2day.com
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Jul 13, 2019
Ep. 294: Checkmate. Facebook Wins.
Facebook receives a slap on the wrist in the form of a $5B FTC fine.
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Jul 9, 2019
Ep. 293: Why We Like SYMC & CyberSecurity for Broadcom (AVGO)
We like CyberSecurity as a focus area for Broadcom's Enterprise Software acquisition strategy. We explain why.
Related TEK2day content: https://tek2day.com/2019/07/08/we-applaud-creative-ma-strategies/
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Jun 22, 2019
Ep. 292: WeWork, Slack and Amazon Surveillance as a Service
Part 1.) WeWork: we don't understand why WeWork does not match lease durations. Not doing so is a significant risk to the company as a going concern should the CRE market roll over.
Part 2.) Slack at the 3:41 mark. A highly competitive space with MSFT and TEAM as the two largest competitors.
Part 3.) Amazon's drone-powered surveillance service at the 11:04 mark.
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Jun 17, 2019
Ep. 291: A Conversation about AI with CloudBloom founder Raghav Kamran
We covered a number of topics around AI, cloud computing, edge computing and more with CloudBloom Systems founder & CEO Raghav Kamran. Learn more about CloudBloom below. Links to our recent related TEK2day content is also included below.
CloudBloom:
Website: https://www.cloudbloom.io/
LinkedIn: https://www.linkedin.com/company/cloudbloom
Twitter: https://twitter.com/cloudbloomsys
TEK2day related content:
1.) AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity: https://tek2day.com/2019/06/04/ai-todays-mysterious-miracle-technology-is-tomorrows-electricity/
2.) Amazon Wants To Know How You Feel: https://tek2day.com/2019/05/31/amazon-wants-to-know-how-you-feel/
3.) No Time Like Now to Leverage AI: https://tek2day.com/2019/05/23/no-time-like-now-to-leverage-ai/
4.) Google Has Raised the Bar for Technology Companies: https://tek2day.com/2019/05/14/google-has-raised-the-bar-for-technology-companies/
5.) It’s Good To Be King: https://tek2day.com/2019/05/08/its-goo…
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Jun 14, 2019
Ep. 290: A Conversation with Scott Kurland, Global Head of Product Marketing, SS&C Singularity
Anonymously review your company and CEO at CEORater.com
Check out our Technology and Capital Markets-related content at TEK2day.com
TEK2day Podcast episode 290: Our Conversation with SS&C (tkr: SSNC) Managing Director and Global Product Marketing Head for SS&C Singularity Scott Kurland.
SS&C Homepage: https://www.ssctech.com/
SS&C Singularity: https://www.ssctech.com/landing/ss-c-singularity
SS&C on LinkedIn: https://www.linkedin.com/company/ss-c-technologies/
SS&C on Twitter: https://twitter.com/SSCTechnologies
Related TEK2day content:
AI - Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity: https://tek2day.com/2019/06/04/ai-todays-mysterious-miracle-technology-is-tomorrows-electricity/
No Time Like Now to Leverage AI: https://tek2day.com/2019/05/23/no-time-like-now-to-leverage-ai/
The supply of Data Scientists is a constraint toward building Advanced Analytics practices including broadly-defined AI: https://tek2day.com/2019/06/10/salesforce-to-acquire-tablea…
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Jun 10, 2019
Ep. 289: Salesforce to Acquire Tableau and Machine Teaching
Part 1.) Salesforce.com (tkr: CRM) to acquire Tableau (tkr: DATA).
Part 2.) Machine Teaching as a way to leverage business users during the machine learning model building process.
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Jun 1, 2019
Ep. 288: Google Antitrust
Google's prospective antitrust case feels political, not based on merit.
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May 31, 2019
Ep. 287: 1) Alexa Wants To Know How You Feel 2) AMZN & Boost
part 1) Alexa wants to know how you feel.
part 2) Amazon may acquire Boost Mobile
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May 27, 2019
Ep. 286 First American Data Leak and Facebook Fake Account Purge
www.TEK2day.com
1.) First American Financial (ticker: FAF) leaked approximately 885 million PII documents.
2.) Facebook removed more than 2 billion fake accounts in the January-March 2019 quarter.
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May 26, 2019
Ep. 285: We Peg the Probability of A Tesla Acquisition Below 10%
We peg the probability of a Tesla acquisition below 10%.
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May 25, 2019
Ep. 284: TEK2day at IASA 2019 - Leveraging Artificial Intelligence
Visit us Monday June 3rd 2019 at 1pm for the IASA OnPOINT panel "Intelligent Automation" where we will cover a variety of C-suite topics around leveraging Artificial Intelligence, Machine Learning and more.
Our related preview article "No Time Like Now to Leverage AI", may be found at the following link: https://tek2day.com/2019/05/23/no-time-like-now-to-leverage-ai/
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May 24, 2019
Ep. 283: Real Estate Tech
Link to our TEK2day "Real Estate Tech" report: https://tek2day.com/2019/05/20/real-estate-tech/
Companies mentioned in our TEK2day report: Airbnb (private); Alarm.com (ALRM); Amazon (AMZN); Apple (AAPL); ARCHIBUS (private); Autodesk (ADSK); CoStar Group (CSGP); DigitalGlobe/ Maxar Technologies (MAXR); DocuSign (DOCU); EagleView (private); Ellie Mae (private); ESRI (private); Facebook (FB); Fidelity National Financial (FNF); Google (GOOG); Harris Recording Solutions/ Constellation Software (CNSWF); Intercontinental Exchange (ICE); RealPage (RP); Redfin (RDFN); Solera (private); SS&C (SSNC); Yardi (private); Zillow Group (ZG).
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May 10, 2019
Ep. 282: Will Apple Ramp Its M&A Effort? Don't Hold Your Breath
Don't hold your breath waiting for Apple and Tim Cook to ramp up their M&A effort with sizable acquisitions. Large acquisitions are not in Cook's nor Apple's DNA.
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May 9, 2019
Ep. 281: Google - It's Good To Be King
TEK2day articles referenced in this podcast episode:
1.) It’s Good To Be King: https://tek2day.com/2019/05/08/its-good-to-be-king/
2.)Microsoft is the Cloud: https://tek2day.com/2019/05/07/microsoft-is-the-cloud/
3.)Microsoft’s Open Design Strategy Has Its Roots in Auto: https://tek2day.com/2019/05/06/microsofts-open-design-strategy-has-its-roots-in-auto/
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May 4, 2019
Ep. 280: Tesla, Eye In The Sky & InsurTech
For more on this subject check TEK2day.com on May 5th at 10am ET.
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May 3, 2019
Ep. 279: Social P2P and Facebook Coin
Read our TEK2day article on the subject tomorrow at TEK2day.com
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May 1, 2019
Ep. 278: Management Team Earnings Call Survival Kit
Our CEORater earnings call survival kit for public company management teams: https://drive.google.com/file/d/1B2uoENk_E0gY7MW0z4IWwWWMIDgkl3Nu/view
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Apr 28, 2019
Ep. 277: Tesla's $2.3B CEO Compensation Package
Here is the link to our CEORater slide presentation about Tesla $2.3B CEO Compensation Package: https://drive.google.com/open?id=1hgqS-0H_UBg2szgxqwo3f_mefWI3gB6S
Find the full article tomorrow at TEK2day.com
#Tesla #CorporateGovernance #ElonMusk #CEOCompensation
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Apr 20, 2019
Ep. 276: Mobile & P2P Payments Continue To Gain Traction
See TEK2day.com on Monday April 22nd for our highlights report.
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Apr 18, 2019
Ep. 275: In Zuck We Trust?
Here's the earlier TEK2day Podcast about Instagram cofounder Kevin Systrom: https://soundcloud.com/ceorater/ep-213-instagrams-founders-are-out-and-its-a-big-deal
email us at: info@ceorater.com to receive our May 2018 CEO Personality Analytics report.
Check TEK2day.com next week to see our Mark Zuckerberg CEO Personality Analysis.
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Apr 11, 2019
Ep. 274: Uber Files S1. You Don't Have to Chase The Shiny Object.
Uber S1 filing: https://www.sec.gov/Archives/edgar/data/1543151/000119312519103850/d647752ds1.htm
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Apr 9, 2019
Ep. 273: A Conversation with Zuora (tkr: ZUO) co-founder & CEO Tien Tzuo
The Subscription Economy - Our Conversation with “Subscription Economy” Pioneer and Zuora (tkr: ZUO), co-founder and CEO Tien Tzuo. Look for the full article tomorrow at TEK2day.com
Tien's book "Subscribed": https://www.amazon.com/Subscribed-Subscription-Model-Companys-Future/dp/0525536469
Zuora's Subscription Economy Index ("SEI"): https://www.zuora.com/2018/09/19/the-subscription-economy-index-update-fall-2018/
CEORater Profile: https://www.ceorater.com/ceo/956/923/Tien-Tzuo
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Apr 6, 2019
Ep. 272: Apple Will Have A New CEO Within 5 Years
For more detail on this topic check TEK2day.com on Monday April 8th.
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Apr 5, 2019
Ep. 271: Google Will Remain The AI Leader While Apple Remains A Laggard
Here are links to the articles we mentioned in the podcast:
1.)“Google By the Numbers” or, “How We Feed the AI”: https://tek2day.com/2019/03/29/google-by-the-numbers-or-how-we-feed-the-ai/
2.)Apple’s Strategy – The Good, The Bad & The Retro: https://tek2day.com/2019/03/26/apples-strategy-the-good-the-bad-the-retro/
3.)Google “Stadia” – Cloud Gaming’s New Giant: https://tek2day.com/2019/03/23/google-stadia-cloud-gamings-new-giant/
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Apr 5, 2019
Ep. 270: Alexa's New HIPAA Skills
Alexa's first HIPAA-compliant skills:
https://techcrunch.com/2019/04/04/amazon-alexa-launches-its-first-hipaa-compliant-medical-skills/
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Apr 4, 2019
Ep. 269: Apple Gets Serious About M&A PLUS Facebook & AWS
Ep. 269: Apple Gets Serious About M&A PLUS Facebook & AWS by TEK2day
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Apr 3, 2019
Ep. 268: Fintech Founder 5 & CEORater Technology Founder CEO Index
Here are the links to the two TEK2day articles I referenced:
1.) Fintech Founder 5: https://tek2day.com/2019/04/02/fintech-founder-5/
2.) CEORater Technology Founder CEO Index Remains Undefeated: https://tek2day.com/2019/04/02/ceorater-technology-founder-ceo-index-remains-undefeated-2/
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Mar 30, 2019
Ep. 267: We All Want To Feel Loved. M&A Is No Different.
From a forthcoming TEK2day.com article regarding rules for effective M&A.
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Mar 28, 2019
Ep. 266: Will Hasso Plattner's Last Act Be To Sell SAP To Microsoft?
Adobe, Microsoft, SAP ODI press release: https://news.microsoft.com/2019/03/27/adobe-microsoft-and-sap-announce-new-open-data-initiative-details/
MSFT SAP merger talks from 2004: https://www.infoworld.com/article/2666725/microsoft--sap-say-they-considered-merging.html
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Mar 27, 2019
Ep. 265: AWS Is Obviating The Need For Software Point Solutions & Systems Integrators
VW and AWS to develop the "Industrial Cloud". An example of how the large platform players such as AWS, Google Cloud and Microsoft Azure obviate the need for enterprise software point solutions and systems integrators: https://www.volkswagen-newsroom.com/en/press-releases/volkswagen-and-amazon-web-services-to-develop-industrial-cloud-4780
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Mar 27, 2019
Ep. 264: Google Stadia Makes Strategic Sense. Apple's Content Strategy Does Not.
We are fans of Google's Stadia strategy and integrating it tightly with YouTube, the preferred social media and game watching platform among teens. Conversely, Apple's content strategy feels dated, mired in the past. Too much focus and investment in legacy content, too little focus on gaming. See our TEK2day article links below:
1.) Apple’s Strategy – The Good, The Bad & The Retro: https://tek2day.com/2019/03/26/apples-strategy-the-good-the-bad-the-retro/
2.) Content Wars & Investing for Tomorrow: https://tek2day.com/2019/03/25/content-wars-investing-for-tomorrow/
3.) Google “Stadia” – Cloud Gaming’s New Giant: https://tek2day.com/2019/03/23/google-stadia-cloud-gamings-new-giant/
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Mar 21, 2019
Ep. 263: Smart Homes, Amazon, Google Stadia, Disney, Scale & More
Our recent TEK2day.com written content. Get it before it goes premium next quarter:
1.) How AI Will Conquer Financial Services: https://tek2day.com/2019/03/21/how-ai-will-conquer-financial-services/
2.) The FinTech Consolidation Wave Continues. Incumbents Fear the Mobile Wallet. https://tek2day.com/2019/03/18/the-fintech-consolidation-wave-continues-incumbents-fear-the-mobile-wallet/
3.) The Age of Autonomous Video Games: https://tek2day.com/2019/03/17/the-age-of-autonomous-video-games/
4.) Apple’s New Video Service – How Many Subscription Services Can We Eat? https://tek2day.com/2019/03/14/apples-new-video-service-how-many-subscription-services-can-we-eat/
5.) Amazon is Making Smart Home Bundles Easy: https://tek2day.com/2019/03/13/amazon-is-making-smart-home-bundles-easy/
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Mar 11, 2019
Ep. 262: Google + Walmart - Future Combination?
TEK2day articles referenced in this podcast episode:
https://tek2day.com/2019/03/11/google-needs-to-acquire-walmart/
https://tek2day.com/2019/03/10/rideshare-as-an-investment-dont-be-spun-by-the-vcs/
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Mar 7, 2019
Ep. 261: Economies of Scale in M&A Land
Ep. 261: Economies of Scale in M&A Land by TEK2day
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Feb 24, 2019
Ep. 260: Scale Matters In Tech
Ep. 260: Scale Matters In Tech by TEK2day
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Feb 21, 2019
Ep. 259: Amazon's JV May Leave Apple In The Dust
Amazon's healthcare JV is contemplating a health insurance effort.
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Feb 20, 2019
Ep. 258: Amazon & Apple - M&A Is The Difference
Amazon has effectively used M&A as a strategic lever. Apple has not. It's not too late for Apple to change its approach.
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Feb 15, 2019
Ep. 257: Why Apple Needs to Build the Apple Car
Why Apple Needs to Build the Apple Car: https://tek2day.com/2019/02/14/apples-autonomous-vehicle-apple-car/
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Feb 12, 2019
Ep. 256: Supervoting Shares Equal Corporate Gluttony
Our recent TEK2day article "Supervoting Shares = Poor Corporate Governance": https://tek2day.com/2019/02/12/supervoting-shares-poor-corporate-governance/
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Feb 10, 2019
Ep. 255: BBT STI Deal Lacks Logic
Too Little Too Late. BB&T & SunTrust: https://tek2day.com/2019/02/08/too-little-too-late-bbt-suntrust/
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Feb 1, 2019
Ep. 254: Fintech Lions And Lambs
Which fintech companies are lions and which are lambs? Check out our list at TEK2day.com: https://tek2day.com/2019/01/31/acquire-or-be-acquired-fintech-lions-and-lambs/
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Jan 30, 2019
Ep. 253: Apple - When It Pays To Have An Operator CEO
This is when it pays to have an Operator CEO like Tim Cook at the helm - to drive execution on AAPL's two largest initiatives: Healthcare IT ("Apple Health") and streaming content - in that order.
Link to Apple Aetna Healthcare IT news: https://www.cnbc.com/2019/01/28/apple-aetna-team-up-on-attain-health-tracking-app.html
Link to Apple streaming service: https://www.theverge.com/2019/1/29/18202178/apple-streaming-service-launch-spring-2019-apple-disney-netflix-hulu
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Jan 27, 2019
Ep. 252: Insurance Outsourcing & Android Auto
Our forthcoming TEK2day.com article covers Outsourcing within the Insurance industry.
Here is the link to the Android Auto article by the Verge: https://www.theverge.com/2019/1/25/18196234/google-android-auto-in-car-systems-apple-carplay-interview
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Jan 24, 2019
Ep. 251: Enterprise Tech From A Buyer's Perspective
Technology Buyers Would Do Well to Think Like Investors. There are three legs to the technology evaluation stool: 1.) What is the technology provider’s value proposition? 2.) Who is the technology provider? (corporate buyers often pay insufficient attention here) 3.) What is the total cost of ownership? We break down each of the three elements in some detail: https://tek2day.com/2019/01/23/technology-buyers-would-do-well-to-think-like-investors/
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Jan 17, 2019
Ep. 250: More Fiserv and First Data Deal Commentary
Additional FISV, FDC and payments commentary.
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Jan 16, 2019
Ep. 249: Fiserv First Data Deal Stresses the Importance of Innovation
The Fiserv First Data deal stresses the importance of innovation and tells you what we already knew - the legacy players aren't truly innovating in the payments space. Thus the string of payments-related mergers of the past several years.
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Jan 16, 2019
Ep. 248: Platform Companies & the Connected Home
We expect Amazon and Google to dominate the connected home space. It helps to be a platform company.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Jan 11, 2019
Ep. 247: Not All RPA Is Valued Equally
We walk through the three types of RPA business models and how we would value them:
1.) IT Services model: IT Services firms create custom bots for clients. This is a people-intensive business model that you may find at companies such as Infosys, Wipro, Tata, Accenture and IBM Global Services
2.) Tools model: Software robotics companies that develop tools which are sold to customers. Customers use those tools to build their own bots. There is a consulting/services/training element to this model as business user customers need to be educated about the bot building process. Automation Anywhere is an example of a tools company. This type of business is more scalable and profitable than the first scenario.
3.) Software Robotics: software companies that build robotics into their cloud-based technology offering. Robotics are embedded into the platform, customers are not required to build the bots themselves. This model is the most scalable of the three and most profitable. Investors may as…
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Jan 10, 2019
Ep. 246: Amazon, Apple, Facebook, Google, Microsoft & More
We cover our outlook for the large platform technology companies as well as some domain-specific companies. M&A is part of our outlook. We also touch on AI, ML and RPA.
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Jan 8, 2019
Ep. 245: Amazon Key
Here's the Amazon Key press release: https://www.businesswire.com/news/home/20190107005925/en/
Here is our TEK2day article: "The Three Rings of Amazon": https://tek2day.com/2018/03/02/three-rings-amazon-amzn/
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Jan 7, 2019
Ep. 244: Connected Device OEMs Need To Play CyberSecurity Offense
Here's a link to the TEK2day.com article that we reference in the podcast: https://tek2day.com/2019/01/07/ces-week-device-oems-should-not-underestimate-consumers-concerns-around-data-privacy-and-cybersecurity/
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Jan 3, 2019
Ep. 243: Apple's Revenue Shortfall Is No Surprise - Culture Matters
If you follow this podcast or follow us at TEK2day.com you are aware that we have been negative on Apple's lack of innovation for the better part of two years. Recently most of the company's revenue growth has come from iPhone price increases rather than unit sale growth. Apple's recent decision to pull unit sale disclosures was a tell tale sign that the hardware/phone business was not great. Hardly a surprise as competitive offerings from lower-priced competitors (think OnePlus) offer beautiful phones with essentially the same features at a lower price point - not to mention an opportunity to differentiate from your parents in terms of your phone! Further, the camera/pics/video are what most people care about and Apple doesn't have any great camera innovations to speak of. Meanwhile, Google has included military grade night-vision capability in its camera. If AAPL does not plan to innovate on the device itself, time to accelerate innovation as it relates to software & services. Electr…
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Jan 1, 2019
Ep. 242: CEORater Technology Founder CEO Index outperformed in 2018
View the CEORater Technology Founder CEO Index article at TEK2day complete with component stocks: https://tek2day.com/2018/12/31/ceorater-technology-founder-ceo-index-outperformed-in-2018/
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Dec 28, 2018
Ep. 241: Smart Innovation
From our recent TEK2day.com piece: Innovation as a LOB or Innovation as a Service: https://tek2day.com/2018/12/26/smart-innovation-innovation-as-a-lob-or-innovation-as-a-service/
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Dec 22, 2018
Ep. 240: Multi-Tenant Machine Learning
Visit us at TEK2day.com
Rate your company and CEO at CEORater.com
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Dec 13, 2018
Ep. 239: Buybacks and OTT Bundles
Our recent TEK2day.com article on the topic: https://tek2day.com/2018/12/13/stock-buybacks-overzealous-cookie-consumption/
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Dec 9, 2018
Ep. 238: Apple Should Acquire Soundcloud
Our related article on the topic may be found at TEK2day.com: https://tek2day.com/2018/12/08/now-is-the-time-for-apple-to-acquire-soundcloud/
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Nov 30, 2018
Ep. 237: Interview with SS&C Technologies (tkr: SSNC) Founder, Chairman & CEO Bill Stone (11-29-18)
We covered SSNC’s M&A strategy, decentralized operating model / management approach, balancing short-term expectations with investing for the future as well as the Company’s Singularity initiative. Thanks to Bill Stone and SSNC.
Bill Stone / SSNC CEORater Profile: https://www.ceorater.com/ceo/58/58/Bill-Stone
SSNC Analyst Day deck: https://s22.q4cdn.com/211474323/files/doc_presentations/2018/11/2018-Analyst-Day-presentation_vFINAL_11-28-18.pdf
TEK2day – decentralized operating models (premium article): https://tek2day.com/2018/08/10/centralized-operating-models-dont-work-even-for-the-narcissist-ceo/
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Found…
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Nov 27, 2018
Ep. 236: Don't Give Investors A Reason To Say "No"
In a User-Metric driven world, don't give investors a reason to say "No".
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Nov 20, 2018
Ep. 235: Apple - A Meaningful First Step Toward Consumerizing Healthcare
On this podcast and at TEK2day.com we have advocated for over a year that Apple is well-positioned to "consumerize" healthcare by pushing into EMRs more aggressively. It's been reported by the WSJ that Apple is working on a deal with the Department of Veterans Affairs to provide veterans access to EMRs on the iPhone. See our previous posts at TEK2day:
1.) Apple Should Double Down on Apple Health Now: https://tek2day.com/2018/11/02/apple-should-double-down-on-apple-health-now/
2.) Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution: https://tek2day.com/2018/01/26/apple-is-well-positioned-to-lead-a-consumer-driven-healthcare-revolution/
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Nov 19, 2018
Ep. 234: Carlos Ghosn - Narcissist CEOs vs. Founders
Centralized Operating Models Don’t Work. Even for The Narcissist CEO: https://tek2day.com/2018/08/10/centralized-operating-models-dont-work-even-for-the-narcissist-ceo/
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Nov 18, 2018
Ep. 233: Every Company Is A Content Company (via TEK2day.com)
Every Company Is A Content Company: https://tek2day.com/2018/11/17/every-company-is-a-content-company/
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Nov 13, 2018
Ep. 232: Amazon HQ2 - NYC as Petri Dish & NoVA as Intelligence Capital
AMZN to select Queens and Arlington VA per WSJ for HQ2 locations. NYC is optimal market for same day delivery and services. Northern VA (NoVA) is the intelligence capital of the Fed Govt. We expect that AMZN will be the key service provider to the Federal Govt. within 20 years, displacing many of the legacy service providers.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Nov 12, 2018
Share Your Story
Share your story on the CEORater Podcast and at TEK2day.com. If you are a Technology company CEO, start-up founder, venture capital partner, etc. - share the story of your portfolio companies or the company you lead with us where investors, customers and employees may find you. To learn more, reach us at info@ceorater.com
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Nov 12, 2018
Ep. 231: Software M&A AND 100% Switched On CEOs
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Nov 11, 2018
Ep. 230: Have A Bundle Price Discussion Not A Product Discussion
Have a bundle price discussion with your customers rather than negotiating at the product level. We cover this topic at TEK2day.com:
https://tek2day.com/2018/11/11/have-a-bundle-discussion-with-customers-not-a-product-discussion/
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Nov 4, 2018
Ep. 229: Focus & Opportunity Cost: Tesla, Twitter & Square
We call out institutional investors for being emotionally invested in companies led by CEOs who aren't 100% vested/engaged/dedicated. #FiduciaryResponsibility
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Nov 3, 2018
Ep. 228: Don't Force A Product On A Market Before the Market Is Ready
It's a good idea for companies to have a product portfolio that consists of a mix of products ranging from profitable "bread-and-butter" products that drive the company from a sales and "flexibility" standpoint as well as "disruptive" products that designed to drive the business forward over the long-term. Disruptive products typically are not profitable but have significant long-term profit potential and position the company to succeed over the long-term.
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Nov 2, 2018
Ep. 227: Apple Should Double Down On Apple Health Now
TEK2day.com: https://tek2day.com/2018/11/02/apple-should-double-down-on-apple-health-now/
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Nov 2, 2018
Ep. 226: The iPhone Is A High-Priced Commodity
You don't have pricing power when you are little more than a commodity. Apple is beginning to learn this economic reality.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Nov 1, 2018
Ep. 225: Tesla vs. GM - CEO Personality Analytics
If you wish to run a personality analysis on a public company CEO, send an email to us: info@ceorater.com Be sure to include CEO name and ticker symbol. No charge as we are in the R&D stage with this offering.
Access our Tesla vs. GM CEO Personality Report for free here:
https://tek2day.com/2018/11/01/gms-mary-barra-vs-teslas-elon-musk-a-ceo-personality-comparison/
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Oct 23, 2018
Ep. 224: Uber - Save Drones For Later. Establish Investor Trust 1st.
Our advice to Uber is to save the drones initiative for after the IPO:
1.) Price your IPO.
2.) Execute flawlessly versus guidance for 4 quarters.
3.) Execute your follow-on offering.
4.) Once steps 1-3 are accomplished and you have established trust and credibility with investors, then take on major new initiatives.
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Oct 21, 2018
Ep. 223: Uber Is No Amazon
Uber ought to stick to its knitting - especially ahead of a potential IPO. Uber has not earned the right to compare itself to Amazon. We detail why.
Uber Vanity Fair article: https://www.vanityfair.com/news/2018/10/uber-the-next-amazon-but-others-see-the-next-yahoo
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Oct 21, 2018
Ep. 222: Leadership
Must Have Leadership Qualities:
1.) Have a Point-of-View
2.) Communicate Effectively
3.) Be Transparent with Others
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Oct 20, 2018
Ep. 221: Whatabout?
Ep. 221: Whatabout? by TEK2day
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Oct 17, 2018
Ep. 220: Uber Is Not Worth $120 Billion
The I-Banks pursuing Uber's IPO suggested the company could price at a valuation of $120 Billion or approximately 11-12x 2018 trailing revenue (estimated at $10-11 Billion for 2018). The combined market caps for GM, Ford and Tesla are $121 Billion at the close of today's market. I don't believe that Uber's ride share service is a differentiated service compared to GM's autonomous unit Cruise Automation (which will likely grow its ride share service over time) or Waymo to name two. As the auto OEMs roll out autonomous technology expect them to test it in part by rolling out ride share services. in addition, they will sell early autonomous vehicles to fleet operators some of which will roll out ride share services or expand existing ride share services.
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Oct 13, 2018
Ep. 219: Elon Elon Elon Musk
Musk mocks SEC. SEC apparently does not care. James Murdoch as Tesla Chairman? Please.
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Oct 13, 2018
Ep. 218: SNAP "Originals" - Too Little Too Late
Snap "Originals" - the company's original content experiment is an interesting one. Unfortunately it is too little too late for SNAP. NFLX is will spend $8 billion-plus on original content in 2018 while FB, GOOG/YouTube, AAPL and AMZN each spend approximately $1 billion. How will SNAP compete given these investment levels? Mobile-optimized content isn't enough of a "pull". Further, sellside analysts that say SNAP is an acquisition candidate are dreaming. Private Equity isn't going to acquire a company burning hundred of millions of cash each quarter. Further, why would Facebook, YouTube or Amazon acquire? Low probability that a media laggard (Verizon/Oath for example) would acquire.
Here is our recent piece on Facebook from TEK2day.com entitled "Facebook - Things Will Get Worse Before They Get Better": https://tek2day.com/2018/10/12/facebook-things-will-get-worse-before-they-get-better/
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Oct 12, 2018
Ep. 217: Facebook Needs to Do More to Engage Users. Original Content May Be the Answer
Given the backdrop of user declines and security breaches facebook needs to give users a reason to engage. Original content may be the answer. Facebook will need to get more aggressive on this front however if it wants to compete effectively with the likes of NFLX, AMZN and AAPL.
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Oct 5, 2018
Ep. 216: CEO Personality and Tenure Are Related
from our sister publication - TEK2day.com - "CEOs Must Be Intellectually Engaged to Remain in the Chair": https://tek2day.com/2018/10/04/ceos-must-be-intellectually-engaged-to-remain-in-the-chair/
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Sep 30, 2018
Ep. 215: Tesla - SEC Levies Weak Slap On Wrist
Tesla and SEC settle. Weak outcome in our view.
Here's the WSJ article: https://www.wsj.com/articles/elon-musk-can-remain-tesla-ceo-but-must-step-down-as-chairman-in-sec-settlement-1538257394
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Sep 27, 2018
Ep. 214: SEC Sues Musk; NBA Offers Games A La Carte
SEC sues Elon Musk (we told you so in Ep. 205): https://www.wsj.com/articles/elon-musk-sued-by-the-sec-for-securities-fraud-1538079650
NBA a la carte: http://www.espn.com/nba/story/_/id/24811436/fans-purchase-4th-quarter-nba-games-league-pass
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Sep 25, 2018
Ep. 213: Instagram's Founders Are Out and It's A Big Deal
It is a big deal that Instagram's founders are out. We expect that user engagement will decline on the Instagram platform within 12-18 months.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Sep 20, 2018
Ep. 212: Apple Lost Its Innovation Mojo. We Can Help.
The 2010 iPhone 4 and the 2018 iPhone XR share the same screen resolution. That’s right. Apple has lost its innovation mojo. Look no further than CEO Tim Cook – an "Operator" – as to who is responsible for Apple’s shift from innovator to profit taker. We discussed this previously in out TEK2day article: “Steve Jobs vs. Tim Cook – Innovator vs. Operator – It’s In Their DNA” which may be accessed here: https://tek2day.com/2018/06/24/steve-jobs-vs-tim-cook-innovator-vs-operator-its-in-their-dna/
Our personality analytics capability can help identify CEOs who are at risk of not innovating, of not generating organic revenue growth on par with the peer group amongst other financial metrics and key performance indicators.
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Sep 20, 2018
Ep. 211: CEORater Technology Founder CEO Index Up Over 32% YTD as of Sep 18th 2018
The CEORater Technology Founder CEO Index outperformed its peer group Year-to-Date through September 18th 2018.
The CEORater Technology Founder CEO Index returned 32.3% and 28.5% on a Weighted and Unweighted Stock Price Return basis respectively during the January 2nd 2018 – September 18th 2018 period.
The S&P 500 Information Technology (TKR: S5INFT) returned 16.0% on a Weighted basis over the same period.
The Powershares S&P 500® Equal Weight Technology ETF (TKR: RYT) returned 16.6% on an Unweighted basis over the same period.
For a list of stocks that comprise the CEORater Index visit our TEK2day publication here: https://tek2day.com/2018/09/18/ceorater-technology-founder-ceo-index-continues-to-outperform/
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Sep 18, 2018
Ep. 210: Your Money Capitalizes the Equity Markets. Thus, Market Integrity Is Paramount
It is important for the DOJ to perform a criminal investigation RE: Elon Musk's take Tesla private "funding secured" tweet. Why, because it's potentially illegal manipulation of the stock by a named executive. Waste of your taxpayer dollars you say? Guess what - it is your retirement income that capitalizes mutual funds as well as institutional equity funds (yes, even hedge funds that may be long or short the stock). We can't have cowboy CEOs whipsawing stocks with off-the-cuff Tweets or verbal remarks. Sorry ladies and gentleman. We have securities law for a reason.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com…
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Sep 16, 2018
Ep. 209: CEO Compensation: No Rhyme Or Reason. CBS Is Prime Example
No Rhyme or Reason to CEO Compensation Models. CBS is the poster child for outsized CEO and Executive compensation.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Sep 14, 2018
Ep. 208: Don’t Believe the Hype. Introducing the Technology Hype Curve
We introduce the TEK2day/CEORater “Technology Hype Curve”
#3dprinting #investing #venturecapital #IOT #blockchain #fintech #cryptocurrency #valuation #autonomousvehicles #autonomousdriving #bigdata
Related TEK2day article: https://tek2day.com/2018/09/13/dont-believe-the-hype/
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Sep 12, 2018
Ep. 207: Don't Be Disintermediated
Learn from the mistakes of independent content producers, independent retail and review services. Don't allow your business to be disintermediated. Our recent TEK2day article on the subject available here: https://tek2day.com/2018/09/08/dont-be-disintermediated/
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Sep 10, 2018
Ep. 206: Every Company Is A Technology Company!
Every company is a Technology company regardless of whether CEOs and Boards know it or not. Most every company leverages some combination of financial/accounting software, CRM software, customer analytics technology, marketing and related analytics technology, warehouse optimization technology, email, collaboration software, HR software etc. If as a CEO or Board member you don't think of your company as a "technology" company you are missing the boat. From a corporate governance standpoint you ought to be removed as your best days are behind you.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
T…
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Sep 7, 2018
Ep. 205: Musk Must Go
Our TEK2day article about Founder CEOs – Creators vs. Builders: https://tek2day.com/2018/09/05/founder-ceos-creators-vs-builders/
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Sep 5, 2018
Ep. 204: Founder CEOs - Creators vs. Builders
Check out our recent TEK2day post at TEK2day.com
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Sep 1, 2018
Ep. 203: Walking For Creative Problem Solving
1.) walk to kickstart your creative problem solving juices
2.) CEOs - take a conservative approach to your communications with the Street.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 29, 2018
Ep. 202: Subscription Revenue Models Can Work For Every Company
Every CEO and Board member should contemplate migrating to a subscription revenue model (or at a minimum to offer certain products and services via subscriptions) regardless of industry. Subscriptions have the benefit of driving revenue predictability which enables companies to think more strategically and longer-term than competitors that don't have the benefit of revenue predictability. Further, recurring revenue models enjoy premium valuations to other companies all else held equal.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 28, 2018
Ep. 201: Toyota Acquires A Piece of Uber's Rideshare DNA for $500 Million
Toyota acquires a piece of Uber’s rideshare DNA for $500 million, implying a valuation of $72 billion.
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Aug 27, 2018
Ep. 200: Introducing “Content Yield”
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 26, 2018
Ep. 199: Have The Balls To Say "No"
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 25, 2018
Ep. 198: Plan B Is A Failure Plan
Spending time on your Plan B ensures your startup will fail.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 25, 2018
Ep. 197: No Time Like Now
Entrepreneurs: to maximize learning, to minimize time to Product Market Fit ("PMF"), start now.
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 22, 2018
Ep. 196: Uber IPO and Opportunity Cost In Quantland
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 20, 2018
Ep. 195: A New Tesla CEO By Year-End 2018 Is Likely
Our best guess is that Tesla names a new CEO by calendar year-end 2018 at the latest. Were this to be the case, we wouldn’t be surprised to see Elon Musk return to the CEO chair within 36 months of January 2019.
New York Times article link: https://www.nytimes.com/2018/08/19/insider/elon-musk-interview.html
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 13, 2018
Ep. 194: Facebook, CyberSecurity, Banks and Blockchain
As we push more data and services into the cloud – particularly PII data – blockchain-based networks are better equipped than legacy technologies to mitigate the risk of identity theft.
Facebook to Banks: Give Us Your Data, We’ll Give You Our Users: https://drive.google.com/file/d/1v5LU710mVMsoVtumY98pcpMR_g93YTQW/view?usp=sharing
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 13, 2018
Ep. 193: Tesla - The Ball Is In The SEC's Court
Tesla's CEO Elon Musk is a corporate governance nightmare.
Elon Musk's Tweets: https://drive.google.com/open?id=1YSvnXaOOS4lRvfUtciQhDd33U5tgmId_
Elon Musk's blog post about a potential take private transaction: https://drive.google.com/open?id=1EJ3lTHdUJix78fZrfG8CKqqB78KouiEi
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Aug 13, 2018
Ep. 192: Jack Dorsey's Dual CEO Roles Are A Disservice To Shareholders, Users and Employees
Barron's is dead wrong. Dual CEO (TWTR & SQ), Jack Dorsey is performing a disservice to employees, users and shareholders. What can't be measured is opportunity cost - particularly with respect to Twitter which significantly lags Instagram from a usage and engagement standpoint. How is Twitter expected to catch - much less leapfrog - Instagram with a time-share CEO?
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Aug 11, 2018
Ep. 191: Centralized Models and The Narcissist CEO
Read the Full Article at TEK2day.com: https://tek2day.com/2018/08/10/centralized-operating-models-dont-work-even-for-the-narcissist-ceo/
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta
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Aug 9, 2018
Ep. 190: Tesla - We Peg The Probability of A Go-Private Deal At Less Than 10%
We estimate the probability of a Tesla go-private deal at less than 10%. Difficult to get such a deal done with a company that's burning cash and a CEO that we believe would be unwilling to be kept on a short leash. An acquisition by a large auto OEM such as Toyota, perhaps with PE joining in and a new, operationally-focused CEO at Tesla's helm would be an easier deal to get done.
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Aug 7, 2018
Ep. 189: Skip SNAP, Instagram (FB) Is The Best In Class Media Platform
Instagram is the best-in-class media platform (not just social media, but all media). User engagement on Instagram far surpasses that of all platforms we engage with at CEORater. Thus, isn't Facebook (by dint of owning Instagram), a more attractive media property than SNAP - a "platform" that is bleeding users? (2% sequential decline doesn't begin to tell the story).
CEORater: CEO & Company Profiles. Crowdsourced Reviews
Website: https://www.ceorater.com/
Facebook & Twitter: @CEORater
Instagram: @CEORaterOfficial
LinkedIn: linkedin.com/company/ceorater/
TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Website: https://tek2day.com/
Facebook & Instagram: @TEK2day
Twitter: @TEK2dayOfficial
CEORater Founder & CEO Jon Maietta
LinkedIn: linkedin.com/in/jonathanmaietta
Twitter: @jonathanmaietta
Medium: @jonathanmaietta