The Next Two Years Will Belong To Breakups: Investors Who Miss It Will Miss the Cycle

When GE finally began to separate its businesses, something changed. Investors could see distinct units with clearer economics. Aviation could breathe. Health care could run its own race. Energy could work inside a different time horizon. The share price responded not because of a marketing campaign, but because the market could finally value each unit on its terms.I will start with the most obvious example. (GE) For years, (GE) insisted on its mix of aviation, health care, and energy that formed a strategi ...