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Show Notes

[00:04:05] - [First question] - What GE looks like today compared to its peak

[00:07:42] - The reasons why GE lost so much of its power

[00:15:14] - How much of their success can be attributed to being propped up by leverage

[00:17:18] - The strategy they’re operating with today and the businesses within GE

[00:24:05] - Drivers in the decision to split up their business and end the conglomerate era

[00:25:34] - Would they have made disposals if they were operating from a strong position

[00:27:15] - What their capital allocation and free cash flow will look like going forward

[00:29:38] - GE’s centralized thought process of the past and their management style now

[00:31:14] - Exxon Mobil: An Aging Energy Empire

[00:32:23] - Driving factors behind their decision to transition towards green energy

[00:34:36] - How the margin profile plays out and competitive dynamics of renewables

[00:35:16] - Thoughts about conglomerates and what will work in the future

[00:37:07] - What could lead to GE’s success in the future over the coming years

[00:38:56] - How the market values these types of business

[00:39:43] - Main takeaways from his analysis of GE

[00:43:55] - Clip from Founders about GE’s founder, Thomas Edison