Ramesh Narayanaswamy
Co-founder and portfolio manager at Tourbillon Partners, specializing in industrial and aerospace investment analysis and shared insights on GE Aerospace.
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Nov 14, 2025 • 59min
GE Aerospace: Full Throttle - [Business Breakdowns, EP.234]
Ramesh Narayanaswamy, co-founder of Tourbillon Partners, shares his expertise on GE Aerospace, a pure-play aerospace business. He dives into the complexities of the aerospace supply chain and the unique dynamics of aircraft engine manufacturing. Listeners will learn about GE's impressive revenue scale, the importance of aftermarket services, and how military programs differ from commercial ones. Ramesh also discusses the significant role of the LEAP engine and the future growth potential amid industry challenges.
