Podcast appearances and mentions of josh aguilar

This is Matt Reustle and today we are breaking down the historic General Electric. Honestly, approaching this episode was a unique challenge. Today's GE barely resembles what was once the largest company in the world. So rather than purely focus on what's remaining, we decided to use a lens of “then versus now”.   To break down General Electric I am joined by Josh Aguilar, a GE Analyst at Morningstar and enthusiast on all things capital allocation. It's a theme we revisit throughout the conversation on GE's time as a conglomerate, and its rise and fall. The story of GE has many chapters, the origin dates back to Thomas Edison in 1896 and while GE has long been classified as an industrial business for a very long time – it's hard to overlook the technological breakthroughs they've introduced; the incandescent light bulb, the ex-ray machine, the electric locomotive, and commercial jet engine. The business has had no shortage of historic products. But when Jack Welch took over in 1981 – he implemented a playbook that brought GE much praise over the coming decades, and Josh and I focus our conversation on the end of Welch's era until the present day.    Now, if you'd like to hear more on the early years of General Electric and particularly Thomas Edison – make sure to check out our newest Colossus teammate David Senra and his podcast Founders. David conveniently dropped a new episode on Edison this week, and after my conversation, you'll hear a preview of that episode. So stay tuned for that, after my conversation with Josh. Please enjoy this breakdown of General Electric.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus is the new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial.   —--   This episode is brought to you by Scribe, the trusted transcription provider for business. Scribe powers call transcription, closed captioning and more with best-in-class accuracy, speed and security. It's the chosen transcription service for all of S&P Global, including CapIQ Pro, and clients like leading market intelligence platform, Tegus. Scribe accurately transcribes messy, difficult audio including company and product names, currencies, accents and numbers. Challenge us with your hardest audio and see how we stack up! Visit scribefreetrial.com to unlock 150 minutes of free transcription today.    —--   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt   Show Notes [00:04:05] - [First question] - What GE looks like today compared to its peak [00:07:42] - The reasons why GE lost so much of its power [00:15:14] - How much of their success can be attributed to being propped up by leverage   [00:17:18] - The strategy they're operating with today and the businesses within GE [00:24:05] - Drivers in the decision to split up their business and end the conglomerate era [00:25:34] - Would they have made disposals if they were operating from a strong position  [00:27:15] - What their capital allocation and free cash flow will look like going forward [00:29:38] - GE's centralized thought process of the past and their management style now [00:31:14] - Exxon Mobil: An Aging Energy Empire [00:32:23] - Driving factors behind their decision to transition towards green energy [00:34:36] - How the margin profile plays out and competitive dynamics of renewables [00:35:16] - Thoughts about conglomerates and what will work in the future  [00:37:07] - What could lead to GE's success in the future over the coming years [00:38:56] - How the market values these types of business  [00:39:43] - Main takeaways from his analysis of GE [00:43:52] - Clip from Founders about GE's founder, Thomas Edison

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In this week’s podcast, Christine Benz examines the implications this market could have on retirees; Josh Aguilar points out a stock with a consistent, predictable dividend; Christine Benz shares 5 investing missteps investors might make while navigating volatile markets and reminds us what to consider while looking for the right asset allocation for our portfolios; and Vanguard’s Maria Bruno addresses the decisions young investors face.

In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.

In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.

As we come nearer to my Happy Born Day this month, I decided the best way to celebrate being alive and kicking another year was to give you a triple stuff edition with nearly three hours of continuous uninterrupted music, both modern classics and newly emerging ones. This volume is a little more chill and easy a venture, with a few uptempo workouts here and there just to keep it interesting. If you like it, don’t forget to subscribe here or on iTunes and tell your friends that the LMG: The Soul Eclectics’ Mix, proves good music never died. ENJOY! – L. Michael Gipson LMG: The Soul Eclectics’ Mix, Vol. VI Playlist 1) Special – Monica Blaire 2) Sailing – Trina Broussard 3) A Night With You (Yoruba Soul Mix) – Gabriele Poso 4) Joy You Give – Heidi Vogel 5) Never In Your Sun (ft. India.Arie) – Khari Cabral 6) Come With Me – Khari Lemuel 6) You Are The Music – Mamas Gun 7) Fight For Him – Honey LaRochelle 8) Little Girl New – KimberlyNichole 9) Got Jesus – Sensere 10) Green Light – Jamie Lidell 11) My Story – Marvin Winans 12) The Lottery – The Stepkids 13) I’m In Love – All Cows Eat Grass 14) If I Lay Down With You (Acoustic) – Lewis Taylor 15) Little Wild Fire – Phillip Beaudreau 16) San Francisco Street – Sun Rai 17) When The Laughter Is Over – Swing Out Sister 18) All The Things (ft. Joe Webb) – Ra-Re Valverde 19) Forgotten – AB + 14K 20) Sanctuary (ft. Coultrain & Jamila Raegan) – PPP 21) Liberation (ft. Cee-lo, Erykah Badu, Big Rube) – OutKast 22) Momentinlife (ft. Cee-lo & Kindred the Family Soul) – Musiq 23) Days of Our Lives – Latif 24) Love Will Find A Way – Bradd Marquis 25) One Hundred Ways – Jay-R 26) Mind of a Woman – Alain Clark 27) Undefeated Love – Martin Luther 28) Smoke One (ft. Earl Klugh) – Anthony David 29) There is Love – Bridgette Bryant 30) Like This – Avery*Sunshine 31) She – Camera Soul 32) All Kinds of Things – Darien 33) Second Guess (ft. Jag) – Reel People 34) Whatcha Gonna Do For Me (Freeformer Toddy T's Smooth Dub ft. Alex Isley & Josh Aguilar) – The Decoders 35) Divine (ft. Fatima) – Eric Lau 36) Wrong or Right – Kwabs 37) All The Way Home – Tamar Braxton 38) Dreamland – The Hop 39) Misery – Cherri Prince 40) Learning To Fly – Miles Bonny 41) Home is Where The Hatred Is (Live @ Bam Café ft. Onaje Allan-Gumbs) – The Originals: Dasan Ahanu & Tai Allen