How Did GE Mess Up Its Alstom Power Acquisition?

Last week we published “How Did GE Mess Up Its Baker Hughes Acquisition?” and promised to follow up with an article on GE’s (GE) acquisition of the Alstom Power (OTCPK:AOMFF) (OTCPK:ALSMY). GE’s poor track record of deal making can be best summarized in these two marque transactions. Both transactions boosted the potential to transform GE […] Read more »

Arista Networks: Buy The Fall From Grace

I’ve had my eye on Arista Networks (NYSE:ANET), the cloud-friendly networking hardware company, for a long time now. The company’s sheer execution is undeniable, with the company gaining market share over entrenched incumbent Cisco (NASDAQ:CSCO) with each passing quarter and growing north of 40%, a true feat for a hardware company in an otherwise “boring” […] Read more »