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Tom Gardner

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
714 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

You have a 30-year history at IBM.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

Arvind has a 35-year history.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

You came in as, I believe, stepped in as CFO in 2018, Arvind as CEO in 2020.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

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?

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

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

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

you know the prosperity and success you want for all the stakeholders of the company with these new technologies

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

Jim Cavanaugh, the CFO of IBM, thank you so much for this time.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

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.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

And that's the mission of The Motley Fool, to create a world that is smarter, happier, and richer.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

And you've given that to us in this time.

Motley Fool Hidden Gems Investing
Interview with IBM CFO Jim Kavanaugh

So thanks very much, Jim.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

Transmedics has built up their organ care system.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

They have one of the great CEOs in the US.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

It's been a wonderful stock for us.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

I think our cost basis on some of our shares are down around 15 to 20, and the stock is at about 145 today.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

But I think it's got another 3X over the next six to seven years for Transmedic shareholders as it continues to expand.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

Well, one of the things to look at is cultural change.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

and to just read about the companies.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

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.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

But you basically want dramatic action culturally at companies now because the winners are going to be AI native companies like the winners.