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Josh Maher's Blog » Entries tagged with "CRM"

Twitter Updates – 09/22/2012

Tweet Running is a passion, a chore, a necessity, and a source or community. Despite all of these things the dictionary says that running is “fast movement: rapid movement on foot, with long strides and both feet momentarily off the ground”. Sounds like skipping or kangaroo jumps to me. Well regardless of what the dictionary thinks I am doing some research into runners and running and am collecting a little bit of data. The end product of the research is still forming, in the interim I would appreciate your insights into what running is by either responding to this 1 minute survey… http://www.surveymonkey.com/s/3KJWYKB I promise it is super short – 10 multiple choice questions! Then go on to the most interesting tweets from the week  Is $MSFT pissing off Valve a good move – http://venturebeat.com/2012/09/09/three-interesting-revelations-about-valve-in-nyt-profile/ As … Read entire article »

Filed under: blogging

Twitter Updates – 09/08/2012

Tweet A great week at home in sunny Seattle and now that the kids are back in school the weekend sporting events are starting to pick up. Cross Country meets and Soccer games galore. In case you missed these tweets from during the week these were some good ones. You can do anything, but not everything. – David Allen Government spending as a percentage of GDP – http://globaleconomicanalysis.blogspot.com/2012/08/government-spending-as-percentage-of-gdp.html Looks like $IBM is now putting more pressure on $CRM – http://techcrunch.com/2012/08/27/ibm-acquires-hr-and-talent-management-software-company-kenexa-for-1-3b-in-cash/ Looks like $CRM admits they are not the “social enterprise” – http://investor.salesforce.com/phoenix.zhtml?c=141811&p=irol-newsArticle&ID=1731368&highlight= Income distribution by religion – http://awesome.good.is/transparency/web/1002/almighty-dollar/flat.html     … Read entire article »

Filed under: blogging

The Ethics of Analysts

Tweet A lot of people know I am not a huge fan of market analyst ratings. Early on in my exploration of the market I thought I wanted to be an analyst as I thought that these people were paid to do great research and really dig deep on companies. I really enjoyed my time as an industry analyst over at Ferris Research and thought that stock market analysts had similar roles. I understood they were financed by the companies they were analyzing, but never thought that the lack of integrity because of that financing would be so poor. Obviously I never went that route. Instead I dump the money I save up into the investments I research through my ESPP and more sophisticated transactions. Usually this ends up being in areas of … Read entire article »

Filed under: Banking, ESPP, Investing, stocks

The Most Important Online CRM and Social CRM Apps

Tweet You thought I was kidding when I said that the Salesforce.com’s strategic advantage in the CRM space was quickly disapearing? Have a look at this infographic that specifically addresses the Online and Social CRM space. There is a growing number of apps that are coming out. Looking at the innovation that is happening from older and newer companies it is hard to see how Salesforce.com will survive as an unprofitable company in this business. Of course that is why Salesforce.com is trying to move into other businesses (where the competition is tougher and the margins are lower)…. CRM Apps Social CRM   … Read entire article »

Filed under: Innovation, Investing, Microsoft, Startups, stocks, Technology

What Happened To Cloud Productivity?

Tweet Thinking about cloud based productivity tools, it seems that there is a lot of perception issues that I’d like to help clear up. The recent IPO of Jive and the incredible mis-perceptions of accounting over at Salesforce.com are certainly shading my view of the space (that and my short position in Salesforce.com). Similarly I won’t be shy to admit that the ownership of Microsoft stock and the financial compensation I get from Microsoft are also shading my view. Despite those factors I am looking the industry as a whole here and not a particular firm or a specific aspect of competition. I see a lot of great non-Microsoft products and I see a lot of reasons why there is a bull story in Salesforce.com   The generally accepted model of the industry … Read entire article »

Filed under: Innovation, Investing, Microsoft, Startups, stocks, Technology

Insider Buying

Tweet Insider buying is a rarely understood indicator of what a stock or market is doing. This is usually due to the fact that there is so much insider buying and selling as a part of compensation plans and on behalf of management who have shares of their firm managed on their behalf. Thinking about insider buying and selling, it should be pretty obvious that if the buying and selling is directly attributed to a manager’s unscheduled decision, the actions are pretty indicative of what that manager’s views are about their business and the market that the business is operating in. This story by Mark Hulbert discusses this concept in more depth with the view that Professor Nejat Seyhun indicating that the performance is forward looking 12+ months and not shorter term. Interesting … Read entire article »

Filed under: Accounting, ESPP, Investing, Options, Profit, stocks