- 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.
For further details see:
GE - When Conglomerates Split, Find The Trending Oligopolists