Motley Fool Money Investing in Great Leadership
Feb 2, 2022
Ron Gross, a Senior Analyst at Motley Fool, dives into the leadership styles of Sundar Pichai (Alphabet), Dan Schulman (PayPal), and Kevin Johnson (Starbucks). He discusses how Pichai's recent stock split has implications for investors, while Schulman's leadership faces scrutiny after disappointing results. Starbucks is noted for its resilience amid challenges, with Johnson's transparency highlighted as a key asset. Additionally, Maria Gallagher examines the NASDAQ's evolution and its current significance for investors today.
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Pichai's Low Profile
- Alphabet CEO Sundar Pichai maintains a low profile despite running a massive company.
- The 20-for-1 stock split has drawn more attention than the company's strong Q4 performance.
Alphabet's Q4 Performance
- Alphabet's Q4 report exceeded expectations with 32% revenue growth, driven by advertising and cloud computing.
- Despite the strong overall growth, YouTube revenue growth was slightly below expectations due to Apple's privacy changes.
Importance of Leadership
- Strong leadership is crucial for company success, exemplified by Pichai and CFO Ruth Porat at Alphabet.
- Their careful investment approach, including cloud investments, demonstrates their focus on long-term value creation.