Honeywell Is Getting a New CEO. What He Has Planned for the Industrial Giant.
https://www.barrons.com/articles/honeywell-stock-price-investor-day-adb5b953?siteid=yhoof2
Doesn't seem he has a vision when he was asked the question why he got the job. Reply - “The biggest contributing factor has been my experience and delivering results.”
He then committed to doing 1-5B sized deals. Based on HON's track records (Intelligrated, for example), those targets (i.e., victims) would be torn apart and ruined.
What has VK done in the 34 years really? Linkedin has his profile, not that impressive. He was on a rocket the last few years very much aligned to DA's rise. My conclusion is more of the same DA in coming years under VK, or worse.
If you know more please share.