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Elon, Welcome to Thunderdome with Vincent Daniel, Porter Collins & Stephanie Link

RiskReversal Pod

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The GE Healthcare Spin Off

GE spun off GE Healthcare and is going to spin off the renewables business in January of next year. Guyod: "This is the first reverse split in my memory that has actually worked really well" He says he thinks it will eventually be a pure play on aviation, with management like Larry Kolp who ran Danneher for years. The company's margins are at 17% Siemens, which is a competitor; these are at 23%.

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