MRK - GE - When Conglomerates Split Find The Trending Oligopolists

• Although the trend started a while back, we are seeing a significant surge in the number of major conglomerates splitting up.
• Their directors and management believe they cannot maintain their edge hamstrung by monolithic, one-company leadership.
• Alpha-level investors may find opportunity in component units that are oligopolists able to capitalize on major developing trends.
• GE may be a case in point as economic recovery and the need to address climate change spur demand for its grid and aviation businesses.

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