TLN - Talen Energy: The More I Learned About Nuclear Power The More Bullish I Became
2024-07-25 06:05:00 ET
Summary
- The investment story for Talen begins with the Company's 2022 bankruptcy.
- The bankruptcy process allowed Talen to clean up its balance sheet by converting debt liabilities to equity capital.
- Talen's new management team resolved a pragmatic strategy for Talen 2.0.
- The stock has appreciated substantially; however, I believe there is significant upside remaining.
The following segment was excerpted from this fund letter.
Talen Energy Corporation ( TLN )
This quarter I will discuss an investment we made in Talen Energy. Talen is the only stock we own across both our Event-Driven and Growth Portfolios....
Talen Energy: The More I Learned About Nuclear Power, The More Bullish I Became