How to Evaluate a CEO

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 28 March 2023

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Before you buy shares of a company, what should investors look for in a CEO?

(0:21) Bill Mann discusses:
- Alibaba announcing its intention to split into 6 separate companies
- Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing
- Why he's watching where these companies raise money for their eventual IPOs

(11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership.

Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

Transcript

Click on a timestamp to play from that location

0:00.0	Big Tech is back in the spotlight. Motley full of money starts now.
0:21.0	I'm Chris Hill joining me in studio, Motley Full Senior and Les Bellman.
0:24.9	That's your meaning. It's a beautiful day in the neighborhood. How you doing, Chris?
0:28.1	It is a beautiful day in the neighborhood, especially if and I'm not one of these people.
0:32.5	If you're an Alibaba shareholder because for those who missed it, the $250 billion Chinese e-commerce company announced
0:40.3	it is going to be breaking itself up into six separate businesses.
0:45.3	They are in no particular order. Cloud intelligence, online shopping, local services, logistics, global commerce, media and entertainment.
0:57.5	Shares of Alibaba are up 11% at the moment on this news.
1:03.5	Yeah. There are a few things I want to get to, but let me just start with what was your reaction when you saw this news?
1:10.5	Well, the first thing I thought was isn't it interesting that a couple of things are happening at the same time?
1:17.5	Jack Ma, the founder and face of Alibaba, although he's not the CEO anymore, goes back to China for the first time in a year.
1:26.5	TikTok is in the midst of perhaps being thrown out of the United States of America.
1:31.5	And suddenly, Alibaba has come up with a plan to break itself up.
1:38.5	Need I say more? I can go on. Yeah, say a little more.
1:42.5	So if you just I always want to be careful not to read too much into share prices, especially in the short term.
1:51.5	Even though the stock is up 11% today, it's still down about 75% from its all time high.
1:58.5	And China has over the last five years proven to be very unfriendly to its tech businesses.
2:05.5	I think the government really found that they were becoming their own centers of power.
2:11.5	And it was nervous about that. But China finds itself now looking at places where things are working for it and where things are not working.
2:20.5	So they have a a a Belt and Road initiative and what they're ending up having to do is bail out a bunch of governments and a bunch of countries around the world that they've loaned money to at rates that they probably shouldn't have.
2:35.5	They have a global embargo for certain high tech equipment.
2:40.5	So the Chinese foreign minister met with the head of ASMR, which is a giant Dutch chip fab making company.
	...

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