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Tag: Daniel Loeb

California map with underground powerlines and a 9% EPS CAGR sign—PG&E’s safety upgrades and growth guidance.

PCG Remains Daniel Loeb’s Top Pick. Could “PCG” Stand for Purchase, Cashflow, Grow?

Third Point made PCG its top holding. Undergrounding miles are stacking, rates are easing, and management guides 9%+ EPS growth into 2030. We break down the upside, the wildfire risk, and the rerating math—Fun + Smart style.

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Tags: Buy PCG Stock, California Grid, Daniel Loeb, Daniel Loeb PG&E, Dividend-adjacent, Electrification, Energy Infrastructure, Funanc1al, Funanc1al Edge, Funanc1al Humor, Funanc1al Investing, PCG, PG&E, Regulated Utilities, Third Point, Undergrounding, Utilities, Value Stocks, Wildfire Risk
A cartoonish illustration of a power station being inspected by a cheerful investor (Daniel Loeb-inspired), surrounded by electric pylons, a rising PCG stock chart, a fire extinguisher labeled “Risk Mitigated,” and a glowing light bulb..

Daniel Loeb Still Thinks PG&E Stands for Purchase, Grab & Enjoy

PG&E has gone from fiery headlines to financial footing—and Daniel Loeb’s Third Point is all-in. With 14% of his portfolio riding on PCG, a growing customer base, and wildfire risks contained (for now), is this survivor stock worth a second look?

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Tags: California Utilities, Daniel Loeb, Daniel Loeb PG&E, DIrector Buying, Director Insider Buying, Earnings Recap, Electric Grid, ESG & Energy, Finance Humor, Funanc1al, Funanc1al Contrarian Plays, Funanc1al Edge, Funanc1al for Investors, Funanc1al Investing, Funanc1al Turnaround Plays, Funanc1alEdge, Funanc1alInvesting, Insider Buys, PCG Stock, PG&E, Stock Market, Third Point, Utility Stocks, Value Investing, Wall Street