Starcast
Join the waitlist
Nicolas Owens on GE Aerospace (GE)
Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.
About this episode
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicolas Owens discuss GE’s corporate history, its large and growing installed base and recurring revenue business model, competitive position in the commercial aircraft (and defense) engine market, its competitive advantages operating in a global oligopoly, management team, growth opportunities, balance sheet, margins, and returns on invested capital, risks, and more.