Letters by company

Pfizer INC

2 letters discussing PFE. Everything written about it on this site is on its ticker page.

Sound Shore Management March 31, 2023 Sound Shore added to Applied Materials and PVH after buying both at depressed valuations, citing market-share gains, brand strength and disciplined cost control. It sold roughly one-third of SVB Financial Group before trading halted, reduced financial exposure, and retained Pfizer on expectations that its pipeline and cost controls can support earnings beyond COVID products. first quarter of 2023 AMAT $310BPFE $170BPVH $4.2B
Sound Shore Management June 30, 2023 Sound Shore Fund credited Oracle, Applied Materials, Lennar and Cardinal Health for gains, arguing that cloud investment, semiconductor-equipment demand, housing scarcity and operational turnarounds support further value creation. It retained healthcare holdings despite inventory normalization and backed Organon and Conagra Brands on cash generation, pricing and longer-term growth drivers. second quarter 2023 AMAT $310BCAG $6.6BCAH $58B