Shocking Returns in PG&E

From May 2022 to November 2023, PG&E (NYSE: PCG) returned over 40% compared to 12% for the S&P 500 and a loss of 12% for the XLU Utilities ETF. This post will detail our 2022 investment case for PCG and how the process sharpened our value-investing research. Compelling opportunities like PCG exist today. Understanding the […]

Shocking Returns in PG&E