Fabio Savoldelli Says Pimco Increased GE Stake Too Early

The video discusses General Electric's strategic decisions, including potential value plays and management changes, and explores the dynamics between GE's credit positions and equity stakes. It also analyzes hedge fund movements through 13F filings, highlighting the challenges of using stale data. The video concludes with an examination of varied stock positions, focusing on companies like Caedmon and cars.com, and the differing opinions of hedge fund managers.

Discuss the implications of the credit scores and Altman scores on General Electric.

What can be inferred from the short selling of stocks like Cars.com in relation to hedge fund strategies?