Letters by company

Vistra Corp.

2 letters discussing VST. 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 December 31, 2024 Sound Shore argues that overlooked companies undergoing operational or strategic transformation offer value beyond concentrated passive indices. The fund cites AI-related exposure through Vistra, Baker Hughes and Oracle, builds cases for Flex and Teva, and sold Boeing after new manufacturing issues delayed its restructuring. fourth quarter of 2024 BA $148BFLEX $41BTEVA $48B