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The CEO Draft

30 min•16 juli 2024

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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