Josh Aguilar

In this engaging discussion, Josh Aguilar, a GE Analyst at Morningstar with deep expertise in capital allocation, unpacks General Electric's dramatic transformation. He highlights the company's ascent under leadership like Jack Welch and its challenges today, emphasizing the shift toward aviation and healthcare. The conversation also reflects on critical lessons from GE’s evolution as a conglomerate, illuminating how past strategies can inform future business practices. Insights into innovation and resourcefulness further enrich this exploration of one of history's most notable companies.