Showing posts with label Analysis. Show all posts
Showing posts with label Analysis. Show all posts

2019-06-24

Druckenmiller on Macro Analysis of the Market, Trade, and Investing (video)

Stanley Druckenmiller: Macroeconomic Analysis of the Market, Trade and Investing 

Interview and Q&A on June 3, 2019, at the Economic Club of New York, with billionaire investor Stanley Druckenmiller, Chairman & CEO, Duquesne Family Office LLC. Topics covered include current macroeconomic factors and the impact of changes in interest rates, the US-China trade war, and more. Transcript (auto-generated, unedited)(pdf).

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2018-06-22

Rise of the Chief Data Officer (CDO) and Data Protection Officer (DPO)

The Chief Data Officer (CDO) is the newest addition to the C-Suite, and it’s a job that’s responsible for enterprise wide governance and utilization of data (or information) as an asset, including oversight over data processing, analysis, data mining, information trading, and other uses of data.

The infographic below comes from Raconteur.net, and it breaks down organizational perspectives on the role of the CDO, along with how execs in this fast-evolving position are allocating their time to achieve their mandates.
Secondary source: Infographic: The Rise of the Chief Data Officer (CDO) | visualcapitalist.com

 Approximately 90% of large global organizations will have a CDO by 2019, and the general mandate for most CDOs will be as follows:
  • Data Integrator: Raw internal data exploration, diagnostic analytics, and value-added data quality and integration
  • Business Optimizer: External context and benchmarking, cost-reduction analysis, and business-driven growth opportunities
  • Market Innovator: Data monetization, cognitive trend analysis, and innovative business models
Gartner breaks it down in a similar way, suggesting that CDOs spend 45% of their time focused on value creation or revenue generation, 27% on risk mitigation, and 28% on cost savings and efficiency.

In addition, under the European Union's General Data Protection Regulation (GDPR), a company will often also need to appoint a Data Protection Officer (DPO). This DPO will independently assess and audit the way data is managed in the company, and it is crucial that the CDO learns to work with the company's DPO since the DPO is independent. It is the CDO's job to immediately address any concerns the DPO might raise, while still ensuring valuable data can be utilized optimally.

Additional sources:


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2016-01-20

What To Do With ICANN CEO Fadi Chehade? ICANN Board Chair Knows

UPDATE Feb 5, 2016: US Senators Cruz, Lankford & Lee Demand Answers From ICANN CEO

 UPDATE Jan 22, 2016: Move over Donald Trump! ICANN CEO Fadi Chehadé shows he too has perfected the "art of self-promotion" -- Fadi "bags" another one, on ICANN's dime, to add to his "Portfolio"--FADI CHEHADÉ ANNOUNCEMENT - Press release | World Economic Forum: "Geneva, Switzerland, 22 January 2016 – The World Economic Forum, the international organization for public-private cooperation, today announced that Fadi Chehadé, outgoing President and Chief Executive Officer of the Internet Corporation for Assigned Names and Numbers (ICANN), will join as senior advisor to the Executive Chairman ..." -- for more "background" see DomainMondo.com: LIVE video: World Economic Forum NETmundial Initiative and After Wuzhen, Should ICANN President & CEO Fadi Chehade Be Fired?
photos of ICANN Board Chairman Dr. Stephen Crocker, and Fadi Chehade, ICANN President & CEO
Above left: ICANN Board Chairman Dr. Stephen Crocker; above right: Fadi Chehade, ICANN President & CEO
(photos source: Icannphotos CC BY-SA 2.0)
After a prolonged silence following the negative reactions to the ICANN CEO's Wuzhen shenanigans, a Monday blog post on the ICANN website by ICANN Board Chairman Steve Crocker indicates how ICANN has been dealing with, and will continue to deal with, the current ICANN CEO, until he leaves, as agreed, on March 12, 2016.

Here is Domain Mondo's analysis and deconstruction of Dr. Crocker's post entitled "An Update on CEO Succession"--
"Our search for the next CEO is proceeding ... though I cannot say much more now" 
The title of the post and opening paragraphs disclose that the ICANN Board's priority and focus is selection of the next CEO of ICANN, not the antics of the person who currently holds that title.
"[T]he ICANN organization continues its energetic pace of work" 
Rather than be distracted by the embarrassing and inappropriate conduct of the ICANN CEO at Wuzhen, it will continue to be "business as usual"  for ICANN staff and the ICANN organization.
"Fadi Chehadé our President and CEO who will be with us until March 12, 2016"
Fadi Chehade will not be fired (termination of the ICANN CEO at this critical juncture in the IANA transition could raise red flags indicative of the true depth of ICANN's flaws and dysfunctions), but make no mistake, Fadi Chehade will not be ICANN President and CEO after March 12, 2016.
"Fadi has a full run up to his final day and his last meeting, ICANN55 in Marrakech ... last week Fadi was in Washington D.C. and New York meeting with media, think tanks, stakeholders and the NTIA to discuss the IANA Stewardship Transition. Fadi will be continuing the engagement and briefings on the transition leading our delegations to the World Economic Forum in Davos this week and the Mobile World Congress in Barcelona in February"
The ICANN Board will keep Fadi very busy, on a tight leash, and out of the ICANN offices in Los Angeles as much as possible, through March 12, accompanied at all times while outside the U.S., by 'our delegations' (i.e., 'adult supervision').
"Fadi has informed the Board of his future plans once he leaves ICANN and that there may be one or two additional announcements with respect to part-time advisory roles in the global Internet governance space in the coming weeks"  
Fadi has agreed to keep the ICANN Board fully informed and apprised of his future plans--there will not be any more surprise announcements by Fadi via his ICANN President Twitter account like he made in Wuzhen.
"[W]e are also along with the whole community very focused on all aspects of the IANA Stewardship Transition ... I look forward to updating you again in the coming weeks on our CEO succession" (emphasis added) 
Let's all keep the main thing the main thing, and not be further distracted by Fadi Chehade.

See also on Domain Mondo:



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2016-01-19

IANA Transition, ICANN Accountability, Comment Analysis, Timeline



Above: CCWG-Accountability 3rd Draft, Public Comments, Trends & Analysis (published by ICANN on January 18, 2016)

Background: "As initial discussions of the IANA Stewardship Transition were taking place, the ICANN community raised the broader topic of the impact of the transition on ICANN's current accountability mechanisms. From this dialogue, the Enhancing ICANN Accountability process was developed to provide assurance that ICANN remains accountable in the absence of its historical contractual relationship with the U.S. Government, which has been perceived as a backstop with regard to ICANN's organization-wide accountability since 1998. The CCWG-Accountability was chartered to consider how ICANN's broader accountability mechanisms should be strengthened in light of the IANA Functions transition, and to review the existing accountability mechanisms such as those within the ICANN Bylaws and the Affirmation of Commitments [AoC]. The CCWG-Accountability is in the process of refining its conclusions and proposals based on the public comment received on the Accountability Framework it identified as essential to have in place or be committed to before the IANA Stewardship Transition (Work Stream 1). Next steps include finalization of the report for the Chartering Organizations' final endorsement. As appropriate, the Work Stream 1 conclusions will be delivered to the ICANN Board of Directors." (source: ICANN Report of Public Comments; emphasis and links added)

Additional info:
Below is the CCWG-Accountability timeline published in late 2015, which has suffered slippage:

Below is the overall IANA Stewardship Transition process, scheduled to be completed in 2016 (except for WS2 / Work Stream 2 accountability issues)




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2015-12-23

A Fair Analysis of Domain Name Industry Leader Rightside Group $NAME

Stock chart of Rightside Group (NASDAQ: NAME)
Stock chart of Rightside Group (NASDAQ: NAME) (source: google.com)
There are few financial (stock) analysts covering the Domain Name Industry (domain name registry operators and registrars) so it was a pleasant surprise to see analyst Paulo Santos (Seeking Alpha) give his take on Domain Name Registrar and new gTLDs Registry operator and services provider, Rightside Group ($NAME, domain name: rightside.co, brands include eNom, Name).

From the chart above, you can tell $NAME stockholders have not had the "best ride" since Rightside started trading as a spin off from Demand Media in 2014.

Santos notes that the domain name registrar business is incredibly competitive: "with around 2,500 existing registrars ... [w]e cannot expect much improvement there in terms of margins, even though revenue has continued performing decently."  61% of Rightside's revenue in the first nine months of 2015 came from its wholesaler registrar services, which Santos says argues against investing in Rightside. In fact, Santos argues that Rightside's wholesale customer concentration is a potential negative:
"Namecheap, Inc. represents 27% of its domain names under management. Namecheap still has a $1 million promissory note outstanding, and doesn't seem in the best of conditions. This could lead both to a fundamental impact and negative news flow."
It is unclear why Santos concludes Namecheap "doesn't seem in the best of conditions." In fairness to Namecheap, it is among the most highly rated registrars in the business, as is Rightside's own Name registrar. The Q3 2015 10Q filed by Rightside discloses that Namecheap paid $1.5 million during 2015, leaving a balance of only $1 million due December 31, 2015. From SEC filings through today, it is unclear if the remaining balance has been paid in full or a further extension has, or will be, granted. In any event, a reason Santos judges Rightside's valuation as "expensive at present EBITDA run rate" seems to be influenced by the fact that all registrars' margins are thin and it is a very competitive industry, e.g., the Registrar giant GoDaddy has not reported a profit since 2009.

Which brings us to Rightside's new gTLDs. The new gTLDs' future potential profitability "means NAME [Rightside] deserves to be monitored ... gTLDs work like a legal monopoly of sorts, and can result in very favorable economics, as Verisign [registry operator of TLDs .COM and .NET] shows."

For more, read the Santos article at: Rightside Group: Pondering A Few Positives And Negatives - Rightside Group, Ltd. (NASDAQ:NAME) | Seeking Alpha

See also: seekingalpha.com/symbol/NAME




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