Contrarian Corpus
Trian Partners vs. General Electric

General Electric · GE

1 deck published between 2015-10-05 and 2015-10-05 — 81 pages, 81 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2015-10-05 initial thesis

    2015 10 Trian GE Presentation Oct 2015

    81pp · full_deck

    GE has quietly pivoted to a focused industrial post-GE Capital exit; executing 16% margins, prudent leverage and ~$100bn of buybacks gets the stock to $40-$45 by end-2017.