GE Stumble Has CEO Eying Break-Up

The transcript discusses GE's strategy of creating separate publicly traded entities, similar to what Siemens has done. It explores the pros and cons of being a large conglomerate, including the benefits of shared technology and resources, and the challenges of managing diverse businesses. The discussion also touches on leadership and management issues, questioning whether Jack Welch's or Jeff Immelt's strategies were more effective, and the impact of their decisions on GE's current challenges.

What role do management teams play in the success or failure of individual business units within a conglomerate?

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What questions should investors be asking regarding Jeff Immelt's decisions during his tenure at GE?

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