How to Evaluate a CEO

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 28 March 2023

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.