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Showing posts with the label Decline and Distress
Regime Change and Value: A Follow up Post on Aramco

Regime Change and Value: A Follow up Post on Aramco

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In my post from a couple of days ago, I valued Aramco at about $1.65 trillion, but I qualified tha… Read more Regime Change and Value: A Follow up Post on Aramco
The GE End Game: Bataan Death March or Turnaround Play?

The GE End Game: Bataan Death March or Turnaround Play?

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It seems like ancient history, but it was just 2001, when GE was the most valuable company in the w… Read more The GE End Game: Bataan Death March or Turnaround Play?