Taobao, there, I guess you could, it would be somewhat dismissive to call it a PayPal because it's much bigger and much deeper than that. You know, people who are outside of China recognize just how much credibility e-commerce has in China. Having the opportunity for them to be broken out and having investors potentially have the ability to invest just in them actually does interest me.
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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