Letters by company

First Republic Bank

1 letter discussing FRCB. Everything written about it on this site is on its ticker page.

Sound Shore Management December 31, 2022 Sound Shore sold EOG and Coterra at target valuations while retaining value holdings whose valuations had compressed despite resilient earnings and cash flow. The fund singled out PVH’s brands, balance sheet and operating execution, arguing that a weak economy had already been discounted across several holdings. 4th quarter of 2022 PVH $4.2B