TIVP104: GE AEROSPACE: CHRIS HOHN’S BIGGEST BET
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP104: GE AEROSPACE: CHRIS HOHN’S BIGGEST BET W/ DANIEL MAHNCKE & SHAWN O’MALLEY
25 October 2026
Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with GE Aerospace (NYSE: GE), exploring how its massive installed engine base drives decades of lucrative aftermarket revenue. They examine Larry Culp’s turnaround, Heico’s competitive threat, regulatory scrutiny, and GE’s pricing power before breaking down its valuation and deciding whether it belongs in The Intrinsic Value Portfolio.
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IN THIS EPISODE, YOU’LL LEARN:
- Why the aftermarket is so attractive
- Why GE is the pinnacle of aerospace
- How CEOs destroyed and turned around the business
- What GE’s stock is worth
- Whether GE will be added to The Intrinsic Value Portfolio
- And so much more!
For the full show notes, go to this page.
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