GE Commentary

Here is one of the better commentaries on GE that i have read recently.  While the actionable advise is no better / worse than others and the author comes clean on the … GE is big, messy and intentionally financially confusing, so ultimately investors are going to have to go w/ their gut … i agree

but i really liked the use of scenarios and the ability to talk thru assumptions and drivers in the model rather than just navel gazing at the same graphs and charts the company publishes and a thousand authors redress and publish

As far as my actions wrt GE … i am holding until November investor / strategy discussion

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