Over the past few weeks, both General Electric and Johnson & Johnson have announced that they are breaking up their existing businesses into new companies.
Why is this happening now and what does it say about the existence of old-world conglomerates in the modern market?
In this episode, we also discuss:
- Opendoor's earnings and what it said about the future of iBuying.
- Airbnb's phenomenal quarter.
- And two companies we're researching at the minute — Sweetgreen and Alarm.com.
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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.