General Electric

Based in Boston, General Electric is widely regarded as one of USA's flagship industrial operators. Its scale — about 125k people, around $68B in turnover — translates into genuine strategic weight across North America.

Digital reinvention is no longer a marketing line: it is reshaping unit economics across customer acquisition, supply chain and after-sales.

“General Electric is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Few catalysts on the horizon look bearish; the central scenario is a continued, controlled compounding story.