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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Talen Energy is another long-tenured Alluvial holding. We bought Talen...
— Dave Waters
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Other investors who've written on Talen Energy Corporation
Talen Energy is an independent power producer operating substantial electricity generation assets, notably including the nuclear facilities powering key digital infrastructure in Pennsylvania. The manager holds...
Talen Energy Corporation ($TLN) is an independent power producer and infrastructure company that operates nuclear and conventional power generation facilities, supplying electricity and carbon-free energy solutions to wholesale power markets and high-demand commercial clients. Unlike traditional regulated...
More institutional theses from Alluvial Capital Management
, our British producer of soaps, detergents, and laundry powders, is thriving.
We recently took a position in Gulf Marine Services PLC, a London-listed owner of 15 self-elevating, self-propelled support vessels.
In February, Alluvial Fund holding Peakstone Realty Trust agreed to be acquired by Brookfield Asset Management for $21 per share.