The CEO Draft

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 16 July 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference. (7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks. A correction: The CEO of Kinsale Capital is Michael Kehoe. Companies discussed: SCHW, OTC: CNSWF, ANET, WINA, KNSL, AMD, TTD, IBM, PEP, OTC: ADDYY, RKLB, ORCL, JPM Host: Ricky Mulvey Guests: Bill Mann, Asit Sharma, Erick DeVore Engineers: Desiree Jones, Michael Towers of Marx Productions Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The draft is live. You're listening to Motley Full Money. I'm Ricky mallby. I'm Ricky
0:15.0	I'm Ricky mallve.
0:21.0	I'm Ricky mallby.
0:22.0	We are live at Fullfest with a act house. Thank you for being here
0:25.9	Motley Fool members. I'm also here with the mayor of Fullfest himself. It is Bill
0:31.2	Man. He is he's to help us out with the CEO draft.
0:36.9	And also here's Osset Charma, Osset, hello.
0:40.3	I'm still waiting to be deputized as assistant.
0:43.2	The vice mayor of Foolfest.
0:46.5	It is.
0:46.9	Assistant to the vice mayor.
0:50.9	It's been a great event so far and Dylan did not have one day to talk about coming into coming into his live show.
0:58.0	We're lucky enough that we have a day to talk about.
1:01.0	I'll start with Bill. What's a big takeaway from day one of Foolfest?
1:05.0	Well, I think it's such a delight for, and we were talking about this before we came on air,
1:11.6	how great it is to be able to be face to face with the people that
1:14.9	we actually communicate with every day.
1:17.5	And I really do want to say that a lot of you have become friends of ours and my wife thinks it's
1:21.5	really weird. You're like're like wait you've never
1:23.0	really had met in person but it's true you know we we know you all we really admire
1:29.4	so many of you and it's it's wonderful for us all to be here in a very temperate Washington DC.
1:37.0	And then Austin, how about you?
	...

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