I'm a bit late to the news about this, but I'm seeing a lot of optimistic talk about his management style trimming the fat and putting GE back on the path to value creation. His record at Danaher was fantastic, but can he succeed here? Are any GE bears around here now bulls because of it?
I'm long DHR because I was happy to buy a fantastic management team. I'm still skeptical about what one man could do for GE, but you could certainly put the company in worse hands. I think I'll be on the sidelines for this one, barring more news coming out.
Submitted October 18, 2018 at 12:41AM by thisistheperfectname https://ift.tt/2q063rQ
