In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:

• GE Aerospace acquires Consolidated Precision Products.

• The winners and losers of the deal.

• Boston Scientific's cybersecurity hack fallout.

• Will cybersecurity make these industries less appealing to investors?

• Mailbag: When is a reverse stock split good?

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A full transcript is below.

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This podcast was recorded on Sept. 8, 2026.

Tyler Crowe: Specialization is out. Vertical integration is back. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and today I'm joined by longtime Fool contributors, Lou Whiteman, and Fooling in for spot duty, we got Travis Hoium today on the Tuesday show. We're going to talk about cybersecurity. It's been in the news lately, and we had a company, Boston Scientific, make a pretty significant announcement related to the impacts of cybersecurity and hacks that have happened recently. We're going to get into the mailbag,.

But we want to start today with I wouldn't say the biggest news, but certainly something that is worth discussing. GE Aerospace announced it is acquiring a private company, Consolidated Precision Products, for about $11.7 billion. It's one of those precision manufacturing companies owned by private equity. For a $352 billion company that is GE Aerospace, it's not a small deal, but it's not necessarily big either. Management claims it'll be about earnings per share of creative in year one, we'll see, but I think more than anything, it is a strategic move. Consolidated Precision products is one of four major component manufacturers in this industry, building jet turbine blades and things like that. I guess my question is, Travis, when you looked at this deal, what was your knee jerk reaction here?