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GE and the Deconglomeration Push | Kasparov Principle as Applied to Investing

This Week in Intelligent Investing

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Introduction

John mihalseback: This week in intelligent investing, phil ordway and eliot turner discuss the break-up of a conglomerate. Phil talks about how g e is going to be breaking up into three pieces over the next couple of years. Eliot discusses Oriviant, which just went public this week with almost zero revenues. And john explains why he thinks it's so patently ridiculous that people are talking about conglomerates as an end unto themselves.

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