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▶ 41:44 · $KKR · Narayen adopts George Roberts' 'invest not risk' philosophy for capital allocation

now playing · $KKR

Narayen adopts George Roberts' 'invest not risk' philosophy for capital allocation

Narayen credits KKR founder George Roberts for teaching him to frame capital allocation as 'investments' rather than 'risks,' emphasizing that executives are paid to put money to…

$PFE···bullish· mediumshantanu narayen

Narayen praises Pfizer's moonshot COVID vaccine as model of long-term R&D

As a Pfizer board member, Narayen highlights the company's willingness to pursue unreasonable expectations like the COVID vaccine moonshot, where medicinal bets often have such lo…

$LLY···bullish· lowshantanu narayen

Narayen cites Eli Lilly CEO Dave Ricks as exemplary board addition

Narayen points to Eli Lilly CEO Dave Ricks joining Adobe's board as evidence of recruiting high-caliber leaders who have created tremendous value, implying confidence in Lilly's e…

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