Notes on GE / BHGE Earnings and on the Investing Process

Erik Kobayashi-Solomon

January 25, 2018

Yesterday morning, both General Electric's (GE) and Baker Hughes GE (BHGE) released fourth quarter earnings announcements and hosted conference calls. (You can find the GE presentation materials on GE's Investor Relations site and the BHGE presentation materials on the BHGE Investor Relations site.) After last week's announcement regarding GE's insurance and reinsurance operations (summarized in …

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