Letters by company

GE HealthCare Technologies Inc.

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

Sound Shore Management June 30, 2024 Sound Shore Fund added to its contrarian value case for Bath & Body Works and GE HealthCare, citing category expansion, supply-chain efficiency, medical-imaging leadership and discounted valuations. Oracle benefited from cloud and AI momentum, while Teva's new management and branded-drug pipeline supported the investment case amid macro uncertainty. second quarter of 2024 BBWI $4.1BGEHC $31BORCL $403B