Letters by company

SVB Financial Group

1 letter discussing SIVB. 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