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Tag: Electrification

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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