TEK2day Podcast

Read our related TEK2day article here: https://tek2day.com/2020/12/15/is-there-another-leg-to-drop-in-the-solarwinds-cyberbreach/

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

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-teslas-elon-musk-a-ceo-personality-comparison/

- "Using CEO Personality Types to Identify Risk": https://tek2day.com/2018/06/14/using-ceo-personality-types-to-identify-risk/

- "Personality Analytics: Technology CEOs Analyzed: Part Deux": https://tek2day.com/2018/06/03/personality-analytics-technology-ceos-analyzed-part-deux/

- "Personality Analytics: Technology CEOs Analyzed": https://tek2day.com/2018/05/28/personality-analytics-technology-ceos-analyzed/

- "Your CEO’s Personality Influences His/Her Ability to Scale": https://tek2day.com/2018/05/17/your-ceos-personality-influences-his-her-ability-to-scale/

- Our 2018 CEORater Mid-Cap Software CEO Personality Analysis: https://drive.google.com/file/d/1yVs6K5LUs0Ndyc0aep91OKtxYbLzVJy8/view?usp=sharing

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

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/

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 Service basis or via SmartSource – SS&C’s intelligent middle and back-office outsourcing service.

For more information about SS&C Singularity visit: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

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 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: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

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/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: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

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: @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: www.ssctech.com/singularity

LinkedIn: www.linkedin.com/company/ss-c-technologies/

Twitter: @SSCTechnologies https://twitter.com/SSCTechnologies

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 double in value that same day. P.T. Barnum would love today’s buyside crowd.

2.) Buyside compensation models are too heavily-weighted to short-term performance. This leads to risky behavior and short-term decision making at the expense of long-term, consistent performance – i.e. “investing.”