The fit is a framework that I have mentally to try to figure out if a CEO, whether this CEO is a founder or not, is the right person for a particular company. What are the current opportunities versus long-term opportunities? What are thecurrent risks versus the long-term risks? You could be a really great CEO for a company, but not at this particular time.
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
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