Motley Fool Money The Long Goodbye
Mar 25, 2024
Jason Moser, a savvy Motley Fool analyst, joins Mark Dixon, CEO of IWG, who's at the forefront of flexible workspaces. They dive into Boeing’s CEO search and the implications for the company’s future. Dixon shares insights on the rapid rise of hybrid work, the growing demand for adaptable office solutions, and how these trends are reshaping commercial real estate. The conversation also touches on Masimo's potential consumer division spin-off and Elliott Management's transformative influence on Match Group.
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Boeing CEO Transition
- Boeing CEO Dave Calhoun stepping down signals a needed change.
- The long goodbye allows the board time to find a suitable replacement.
External Hire Needed
- Boeing needs an external CEO hire for a fresh perspective.
- Internal hires can worsen existing cultural problems, like at Wells Fargo.
Masimo Spin-off
- Masimo spinning off its consumer division makes sense strategically.
- The consumer audio acquisition never fit their core healthcare business.