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Ep. 230: Have A Bundle Price Discussion Not A Product Discussion

11/11/2018
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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/

Duration:00:05:53

Ep. 229: Focus & Opportunity Cost: Tesla, Twitter & Square

11/4/2018
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We call out institutional investors for being emotionally invested in companies led by CEOs who aren't 100% vested/engaged/dedicated. #FiduciaryResponsibility

Duration:00:03:13

Ep. 228: Don't Force A Product On A Market Before the Market Is Ready

11/3/2018
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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.

Duration:00:10:28

Ep. 227: Apple Should Double Down On Apple Health Now

11/2/2018
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TEK2day.com: https://tek2day.com/2018/11/02/apple-should-double-down-on-apple-health-now/

Duration:00:07:31

Ep. 226: The iPhone Is A High-Priced Commodity

11/2/2018
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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...

Duration:00:06:34

Ep. 225: Tesla vs. GM - CEO Personality Analytics

11/1/2018
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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/

Duration:00:07:49

Ep. 224: Uber - Save Drones For Later. Establish Investor Trust 1st.

10/23/2018
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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.

Duration:00:05:00

Ep. 223: Uber Is No Amazon

10/21/2018
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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

Duration:00:08:00

Ep. 222: Leadership

10/21/2018
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Must Have Leadership Qualities: 1.) Have a Point-of-View 2.) Communicate Effectively 3.) Be Transparent with Others

Duration:00:04:28

Ep. 221: Whatabout?

10/20/2018
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Ep. 221: Whatabout? by CEORater

Duration:00:02:50

Ep. 220: Uber Is Not Worth $120 Billion

10/17/2018
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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...

Duration:00:06:00

Ep. 219: Elon Elon Elon Musk

10/13/2018
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Musk mocks SEC. SEC apparently does not care. James Murdoch as Tesla Chairman? Please.

Duration:00:04:59

Ep. 218: SNAP "Originals" - Too Little Too Late

10/13/2018
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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...

Duration:00:04:49

Ep. 217: Facebook Needs to Do More to Engage Users. Original Content May Be the Answer

10/12/2018
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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.

Duration:00:09:23

Ep. 216: CEO Personality and Tenure Are Related

10/5/2018
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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/

Duration:00:06:10

Ep. 215: Tesla - SEC Levies Weak Slap On Wrist

9/30/2018
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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

Duration:00:01:43

Ep. 214: SEC Sues Musk; NBA Offers Games A La Carte

9/27/2018
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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,...

Duration:00:06:11

Ep. 213: Instagram's Founders Are Out and It's A Big Deal

9/25/2018
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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:...

Duration:00:03:35

Ep. 212: Apple Lost Its Innovation Mojo. We Can Help.

9/20/2018
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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:...

Duration:00:07:16

Ep. 211: CEORater Technology Founder CEO Index Up Over 32% YTD as of Sep 18th 2018

9/20/2018
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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...

Duration:00:02:09