GE Smashed by Disruption

A shrivelled leviathan. What investors can learn from the once mighty, and now fallen. “Only about 1 in 4 transformations succeed in the short and long run, and the success rate has been trending downward” Boston Consulting Group (BCG) With odds like this it should come as no surprise as to why Insync is reluctant to invest in turnarounds. General Electric is a prime example. This may also partially explain why ‘value style’ investing is not doing as well at this stage of the market as previously, as many companies undertaking significant turnarounds also usually trade on low P/E’s. For GE, despite trading on 10.8x PE, holding some very attractive businesses and hiring a great CEO (again) th
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