Transcript: William Cohan
The Big Picture
FEBRUARY 7, 2023
When we look at GE from ‘82 to 2000, under the Jack Welch reign, it began priced as a stodgy industrial and I have argued that he left this giant ticking time bomb of a 47 PE on an industrial, with a cratering capital business that had a ticking time bomb of an accounting fraud that SEC finds about to happen. COHAN: Did a ton of deals.
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