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ClickSoftware Technologie (CKSW) Message Board

  • fujigrower fujigrower May 24, 2013 12:45 AM Flag

    Blind spots...


    Few investors hold more respect and appreciation for Moshe than I do. Click has been among the largest positions in my portfolio for 8+ years. I still believe CKSW is an outstanding long term investment.

    That said, I agree with you. In terms of adding incentive and motivation, pouring 90,000 more options in Moshe's pocket is a waste. His existing pile of shares and options is already enormous. Distributed to right leaders 90,000 options can help Click generate much needed traction.

    Likewise age 66, 67 and 68 is a good age to serve as Chairman and continue contributing valuable strategic perspective. It is the wrong age to serve as lead spokesman and CEO in a rapidly changing and hyper competitive field like enterprise mobility.

    Yuval Brisker will enthusiastically cheer both proposals.

    The 90,000 options and "Moshe is CEO to age 68" are clearly mistakes. Both add fuel to investor concern "founder's syndrome" is handicapping the company. That fear is a factor in why CKSW financial ratios remain so stunningly cheap.

    The real damage, however, is repeating the options imbalance mistake especially guarantees Click will continue underperforming its real long term potential.

    Every leader has blind spots. In this case, Click's outside Directors need to take a hard look in the mirror.

    Good luck to everyone.


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