Motley Fool Money The Chips are Down (and Up!)
Oct 18, 2024
Bob Stark, Head of the Succession Practice at Spencer Stuart and author of 'The Life Cycle of a CEO,' dives into the intriguing connection between CEO tenure and shareholder returns. He reveals key insights from analyzing S&P 500 CEO performance over the last 24 years, emphasizing traits like resilience and risk-taking. The discussion also navigates the complex dynamics of a CEO's lifecycle and its impact on business success. Additionally, chipmakers are highlighted for their robust AI demand, contrasting the performance of Taiwan Semiconductor with ASML.
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Chip Market Disparity
- Taiwan Semi and ASML offer different market perspectives.
- ASML's struggles reflect cautious chipmaker spending, while Taiwan Semi thrives on AI demand.
Netflix's Winning Formula
- Netflix's ad-supported tier fuels growth, with live sports boosting its potential.
- It shows impressive performance with 2 hours average daily watch time and high subscriber growth.
Netflix's Rise to Dominance
- Five years ago, Netflix faced rising streaming competition like Disney+, Paramount+, and Apple TV+.
- Now, Netflix emerges as the dominant force in the entertainment space, exceeding Disney's market cap.
