Tom Gardner
๐ค SpeakerAppearances Over Time
Podcast Appearances
You have a 30-year history at IBM.
Arvind has a 35-year history.
You came in as, I believe, stepped in as CFO in 2018, Arvind as CEO in 2020.
We've heard about it through your points in this conversation, so I could probably answer this, but anything special you'd like to give us about what the Arvind Krishna years mean as distinct from what came before at IBM?
And maybe if you wanted to go in this direction also, I'd love to hear transformation culture, how you're fair to every employee in this time of great change while relentlessly pursuing
you know the prosperity and success you want for all the stakeholders of the company with these new technologies
Jim Cavanaugh, the CFO of IBM, thank you so much for this time.
We're very happy investors thus far and looking forward to the next five plus years, both learning from you as a business, enjoying the experience of getting to meet you in this situation and making money for putting our money at work.
And that's the mission of The Motley Fool, to create a world that is smarter, happier, and richer.
And you've given that to us in this time.
So thanks very much, Jim.
Transmedics has built up their organ care system.
They have one of the great CEOs in the US.
It's been a wonderful stock for us.
I think our cost basis on some of our shares are down around 15 to 20, and the stock is at about 145 today.
But I think it's got another 3X over the next six to seven years for Transmedic shareholders as it continues to expand.
Well, one of the things to look at is cultural change.
and to just read about the companies.
Again, depends how many companies you have in your portfolio and whether you think you'd have pattern recognition on understanding the decisions they're making.
But you basically want dramatic action culturally at companies now because the winners are going to be AI native companies like the winners.