Ep. 32: The Three "I"s for Selecting Board Members

The Three "I"s for Selecting Board Members: 1.) Intellectual Curiosity 2.) Industry Experience 3.) Inquisitive IBM lacks Board members that have Software industry experience other than CEO Ginni Rometty. We recommend that IBM turn over its Board and replace BoD members with new members (both Insiders and Outsiders) who have Software industry experience given that Software - particularly a strategic M&A plan focused on Software/AI/ML acquisitions - is what will lead IBM out of its slump. If IBM does not address its BoD and Executive shortcomings proactively an Activist investor will do it for IBM. The latter will not be a pleasant experience for IBM senior executives and BoD members.