General Electric, every mention
33 scenes · ← back to General Electric
tap a year for its mentions
every year anyone Tim Recker 18Tim Lyne 10Mike Trigg 7Ted Seides 2Pat Dorsey 2Jordi Visser 2John Barber 2Tom Russo 1Tom DeLong 1Tim Sullivan 1
Verbatim, from the transcripts: the passages where General Electric comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 27:53 Pat Dorsey Look at Larry Culp, GE. 2 times in the scene
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 32:24 Kieran Goodwin When you think about GE, that was a big blue chip, cut the div, I'm out.
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
- ▶ 35:00 Scott Kleinman This wasn't GE where we had a management training program.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 23:19 Mike Trigg Around that time, looked at GE. 7 times in the scene
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- ▶ 21:06 John Graham 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…
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 56:23 Mason Morfit 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 and try to get them to GE's standard of excellence with a workforce in the UK.
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 12:08 Tim Sullivan So to take some ex-CEO of General Motors or General Electric and expect him to be on the board of a hundred million dollar company and add some value was not a great strategy.
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- ▶ 38:32 Michael Milken Two, just in case they had demand for the commercial aircraft, they didn't go with United Aircraft or GE for engines.
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
- ▶ 36:44 Michael Mauboussin 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…
Tim Lyne – Three Decades of Private Credit at Antares (EP.346)
- ▶ 1:05 Ted Seides Antares is one of the longest standing lenders to private businesses, having passed ownership to GE in 2005 and CPBIB in 2015, all the while steadily providing liquidity to the economy.
- ▶ 10:05 Tim Lyne GE was probably number two, and we were number three. 10 times in the scene
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 41:31 unnamed speaker We're too small for GE, and we just created an off-balance sheet ABL to finance the Caterpillar equipment that has
John Barber – The Art of Co-Investing at Cohesive Capital (Manager Meetings, EP.31)
- ▶ 13:35 John Barber Very frankly, you know, GE had bought it. 2 times in the scene
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 16:45 Andrew Milgram They, you know, not everybody went through the GE management training program.
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 51:16 Sean O'Sullivan He was a senior vice president at General Electric.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 6:13 Chas Cocke My first stock purchases in my young teens were not well researched, not surprisingly, I guess, but included, uh, GE and Microsoft and Cisco systems and a company called Fiocall, which is a defense contractor that made boosters for
Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
- ▶ 32:04 Chuck Davis 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.
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- ▶ 11:59 Colette Chilton There were a small group of corporate pension funds like AT&T and GM and GE, and they were early to those asset classes, so we actually had a great venture and private equity portfolio, and so that was the illiquid part, which was a…
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
- ▶ 51:58 Carrie Thome One of Wisconsin's big, you know, Fortune, 500 companies, and you'd start conversations around what they were doing and try to understand it, and then this whole new world gets opened up, and you realize back in the day, a lot of times…
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 5:13 Tim Recker Well, after graduating undergrad, I joined General Electric back when GE was, at the time, the most valuable company in the world and a great place to work, and I joined the financial management program. 3 times in the scene
- ▶ 7:31 Tim Recker We worked for GE together, and we wanted to go to business school, and so we both applied to business school, and we were accepted to go to business school at Duke, and so I took a job with GE Capital and Investments just to basically get… 7 times in the scene
- ▶ 10:57 Tim Recker One interesting thing is at GE, I was at a young age and being an expat, being exposed to a lot of very senior executives and just seeing the demand that it had on your personal life was challenging. 5 times in the scene
- ▶ 22:06 Tim Recker GE had excellent governance at the time that I was there. 2 times in the scene
- ▶ 29:38 Tim Recker It just goes back to my GE days.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 46:05 Jordi Visser I'm worried about GE.
- ▶ 1:07:39 Jordi Visser So whether you're talking about Sears competing with Amazon, or you're talking about General Electric competing with Amazon and General Electric competing with everyone else, that's happening.
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 45:29 unnamed speaker White Mountains had bought a Scandinavian reinsurance company in, I want to say, 2004 from ABB, which preceded GE and blowing up as a conglomerate.
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 46:28 Anthony Scaramucci Jack Welch and Jim McCann, founder of One 800 Flowers, CEO of GE, both said the same thing to me, and they said it a little differently, and I'm going to paraphrase it, but they said, you know, waiting to fire somebody has never been the…
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 11:08 Michael Cembalest Lending its balance sheet to investor grade companies like GE, and over the subsequent five years with the development of the capital markets, an enormous amount of JPMorgan's core businesses went away, and the firm had to reinvent itself…
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)
- ▶ 42:53 Tom DeLong And I think it could be as much, if you're using the old GE curve, you know, to rank people and put them on the profile list, it might be 50 to 60% of your folks are solid, awesome people, but we don't focus on them.
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 53:29 Ted Seides They buy GE in the right weightings.
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 46:27 Brett Barth It's not the old GE where you fire the bottom 10% each year, but, you know, 15% a year means your average holds about seven years.