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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 2026-10-22 · 76 min · 15,472 words

TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

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You're listening to TIP. Welcome back to the Investors Podcast, episode 854, and in our last episode, Sean, I pitched LVMH NMS to you to Incredible businesses that are currently struggling mainly because of the macro environment globally and then especially in China and I would argue personally that today's business is even higher quality than those two, which is definitely not easy. No, it's not easy to do. And we'll be talking about GE aerospace, which is actually the biggest position in Sir Christopher Hone's portfolio.

And Chris Hone is Probably one of the top ten investors of all time, truly. Delivered Roughly twenty percent annual returns for over two decades now. We actually get a lot of heat for skipping him in one of our latest YouTube live streams where we Basically ranked the best investors in the world, but you don't have to worry, eventually there will be a part two and

We'll definitely not disrespect Hone like that again. Since 2014, with more than 200 million downloads. We have interviewed the world's best investors, studied deeply the principles of value investing, and uncovered many compelling investment opportunities. We focus on understanding businesses and intrinsic value, investing accordingly, and sharing everything we learn with you. This show is not investment advice. It's intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investment in the securities discussed. Now for your hosts, Sean O'Malley and Danielle Manka.

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