DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Russell - 1 IWM - 1 JC O'Hara - 1 Roth MKM - 1 Eric Johnston - 1 Cantor Fitzgerald - 1 Donald Trump - 1 Kamala Harris - 1
Top related locs:
China
Top related orgs:
Federal Reserve - 1 Fed - 1 Insight Enterprises - 1 Trump - 1

Search resuls for: "Insight Enterprises"


6 mentions found


☆ Small caps just hit levels not seen in nearly three years
  + stars: | 2024-10-17 | by ( Fred Imbert | Kavitha Shastry | ) www.cnbc.com   time to read: +2 min
Small-cap stocks are looking very good right now. Lower rates can boost smaller companies by allowing them to borrow money for cheaper and expand their businesses. Smaller companies are more vulnerable to economic cycles. Despite this recently strong performance, small caps are still lagging their large-cap counterparts for the year. To be sure, some on the Street are pointing to another driver for small caps: the potential of a Trump victory on Election Day.
Persons: Russell, IWM, JC O'Hara, Roth MKM, Eric Johnston, Cantor Fitzgerald, Donald Trump, Kamala Harris, Cantor, Howard Lutnick Organizations: Federal Reserve, Fed, Insight Enterprises, Trump Locations: China
☆ ValueAct adds a streaming play to its portfolio
  + stars: | 2023-05-16 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
Mason Morfit's ValueAct Capital Management picked up Spotify last quarter as the music streaming giant rebounded off its 2022 selloff. The ValueAct CEO added about 2.25 million shares to the portfolio. Spotify has surged nearly 70% in the first quarter, regaining ground after dropping 66.3% in 2022. SPOT YTD mountain Spotify YTD It was Morfit's only new position in the quarter, but he grew Salesforce by a whopping 500%, while Insight Enterprises got a relatively modest 2% boost. Similarly, KKR came in at the second biggest holding in the portfolio despite the more than 13% trim.
☆ A solid start to earnings season will be put to the test in the week ahead
  + stars: | 2023-04-29 | by ( Zev Fima | ) www.cnbc.com   time to read: +14 min
The biggest week of this earnings season showed us that things aren't as bad as many feared. The week ahead of earnings, including several more Club names, should tell us more. The results are always important, but it's the guidance and management commentary we will really hone in on to better understand the path ahead. In Amazon's case, a solid first quarter for its AWS cloud business was overshadowed by management seeing a material slowdown in April. ET: Nonfarm Payrolls Looking back It was the biggest week of this earnings season for the Club as several of our mega-cap holdings and industry bellwethers reported results.
☆ More automation, not just additional tech talent, is what is needed to stay ahead of cybersecurity risks
  + stars: | 2023-03-02 | by ( Susan Caminiti | ) www.cnbc.com   time to read: +4 min
Further, 93% of the CISOs surveyed believe they are spending too much time on tactical tasks instead of performing strategic, high-value work and management responsibilities. Among the CISOs surveyed, 100% said they needed additional resources to adequately cope with current IT security challenges. But there are solutions — and it's not just finding more talent, says George Tubin, director of product marketing at Cynet. All these people are my partners and working with them enables us to stay ahead of risks." "It's not that CISOs don't realize the job comes with a certain amount of stress," Tubin says.
☆ Op-ed: Salesforce appoints ValueAct’s Morfit to its board and a proxy fight may loom ahead
  + stars: | 2023-01-27 | by ( Kenneth Squire | ) www.cnbc.com   time to read: +5 min
The firm's principals are generally on the boards of half of ValueAct's core portfolio positions and have had 55 public company board seats over 22 years. Adding Morfit to the board of Salesforce makes a ton of sense regardless of the activist environment. Morfit has experience helping management increase both growth and margins from a board level, and both can be improved at Salesforce. The looming question is whether he will initially be doing this with an activist cloud hanging over the company's head in the form of a proxy fight by one of the other activists involved. It likely had been engaging with Salesforce management for several months, and this appointment may have happened just as a threatened proxy fight was reported.
☆ ValueAct's Morfit sees Insight Enterprises stock surging as cloud computing grows
  + stars: | 2022-10-18 | by ( Svea Herbst-Bayliss | ) www.reuters.com   time to read: +2 min
Mason Morfit, the firm's chief executive and chief investment officer, said the company's stock price, currently trading at $87.63, could climb to as high as $500 a share in the next five years. Morfit said he was speaking out about Insight because it is broadly overlooked by the market. As Insight helps transform its partner companies, it is also transforming itself having hired a new chief executive earlier this year and having changed the bulk of senior management. For ValueAct, betting on the megatrend of digital transformation started when Morfit had a board seat at Microsoft (MSFT.O) years ago. Register now for FREE unlimited access to Reuters.com RegisterReporting by Svea Herbst-Bayliss; Editing by Lisa ShumakerOur Standards: The Thomson Reuters Trust Principles.
0 next >>
Total: 6