Motley Fool Hidden Gems Investing 2020 in Review: Best CEOs, Surprising Stocks, and Dumbest Investments
Dec 18, 2020
Matt Calkins, Founder and CEO of Appian, dives into the booming low-code software landscape, highlighting its transformative potential amidst tech challenges. The conversation explores the monumental Teladoc and Livongo merger and the surprising success of companies like DraftKings and Rollins during a turbulent year. Insights on philanthropic CEO leadership shine through, as they discuss why figures like Marc Benioff and Eric Yuan are celebrated. Calkins emphasizes the importance of customer value in this evolving tech space, making a case for the future of application development.
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Disney's Resilience
- Jason Moser was surprised by Disney's performance, with shares up 20% despite pandemic challenges.
- Disney's successful pivot to streaming and valuable IP contributed to this.
Rollins' Pest Control Success
- Ron Gross was surprised by Rollins Inc.'s 80% share increase, driven by strong residential demand.
- Despite an initial dividend cut, Rollins thrived due to lower costs and increased residential business.
Benioff: Best CEO
- Ron Gross chose Mark Benioff, CEO of Salesforce, as the best CEO of 2020.
- He praised Benioff's conscious capitalism and leadership during the pandemic.