Letters by company

Teva Pharmaceutical Industries Limited

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

Sound Shore Management March 31, 2025 Sound Shore added to Teva Pharmaceutical after price weakness, citing new leadership, improving margins and clinical progress. The fund retained full positions in PayPal and Disney, initiated Barrick Gold on operational improvement prospects, and exited Vistra after it approached the price target. first quarter of 2025 CHKP $14BDIS $187BPYPL $47B
Sound Shore Management June 30, 2025 Sound Shore added to Teva Pharmaceutical and Hologic during healthcare-policy uncertainty, citing Teva’s pipeline and Hologic’s valuation and strategic appeal. The portfolio benefited from FLEX’s data-center exposure, retained AES despite renewable-tax-credit concerns, and views Disney’s streaming repositioning and ESPN launch as drivers of further value. second quarter 2025 DIS $187B