General Electric
also referred to as: ge
6 statements across 6 episodes · 0 bullish · 2 bearish · 6 people on the record · first statement May 20, 2019 by Tim Recker · said 63 times in 27 episodes since 2017 · across every show →
Mentions by year
brought up most by Tim Recker (18), Tim Lyne (10), Mike Trigg (7), Ted Seides (2), Pat Dorsey (2), Jordi Visser (2), John Barber (2), Tom Russo (1)
tap a year for its mentions
2026 4 mentions in 3 episodes 1 per episode
2025 10 mentions in 4 episodes 3 per episode
2024 2 mentions in 2 episodes 1 per episode
2023 11 mentions in 1 episode
2022 5 mentions in 4 episodes 1 per episode
- John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)
- Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- every mention in 2022, scene by scene →
2021 3 mentions in 3 episodes 1 per episode
2020 1 mention in 1 episode
2019 22 mentions in 4 episodes 6 per episode
- Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
- Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- every mention in 2019, scene by scene →
2018 2 mentions in 2 episodes 1 per episode
Everything said about General Electric, oldest first
May 20, 2019
Aug 9, 2021
Elite operators are domain specialists, not generalist corporate managers
“Many of these folks have lived in their world their whole life, and they just know it inside and out. If you ask them to run another business, they're not Six Sigma GE trained people who can go from light bulbs to jet engines. They don't want to. They're in th…”
Feb 19, 2024 neutral
Mauboussin: GM and GE remain top 20 lifetime wealth creators
“For example, you think about the leaderboard, the top 20 greatest wealth creators of all times, and it would include some suspects you would guess, which would be Apple and Microsoft and Amazon and Alphabet and so forth, but it also includes things you might n…”
Jul 14, 2025 negative
Sullivan: Parachuting former Fortune 500 CEOs into small buyout boards fails
“I think one thing we learned pretty quickly was not straightforward to bring in a guy who'd been a successful CEO at a big Fortune 500 company and have him parachute into an LBO situation as a board member or operating partner. You had to find people with the …”
Sep 29, 2025 negative
Morfit: Shifting software capital allocation beats fixing industrial manufacturing costs
“It's easy to get a company to shift its allocations away from making Windows phones to focusing on Office three 65. Then the one we took on at Rolls Royce, which was how do we engineer your engines to have a lower cost of goods than what they currently have an…”
Oct 13, 2025
CPPIB Retains Majority Ownership of Antares Capital Acquired From GE
“We have the Antares platform within our credit investments, and this was acquisition from GE about 10 years ago, and that fit right in where we are the majority owner of it, where we had a real understanding of the market, and it's very synergistic with our in…”