To really dispute GP's claim you'd need to make a claim that GE has innovated in new categories under Immelt. The fact it paid out $15 in dividends might only support GP's (and the Forbes article) claim that Immelt has optimized for better selling what currently exists.
This is the same thing that happened to MSFT under Ballmer. MSFT stocked performed well, but they missed the biggest opportunity of the post-PC era (mobile), were late to the cloud game, and probably missed some other opportunities I can't think of.
This is the same thing that happened to MSFT under Ballmer. MSFT stocked performed well, but they missed the biggest opportunity of the post-PC era (mobile), were late to the cloud game, and probably missed some other opportunities I can't think of.