Participants engage in a lively discussion, conducting a CEO draft where they pick CEOs based on categories like good capital allocators, growth stories, turnaround stories, and wild card picks. They highlight CEOs from companies like Constellation Software and Arista Networks, praising their disciplined approaches to growth and efficient capital allocation strategies, providing insights into their impressive track records and innovative approaches.
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
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