PG&E Corporation: Robust Earnings Growth Outlook

Core Thesis - PG&E Corporation (NYSE: PCG) is transitioning from a low-growth regulated utility to a company with much faster earnings growth, benefiting from strong secular tailwinds such as rising power demand [1] Investment Approach - The investment strategy focuses on identifying undervalued companies with long-term growth potential, blending value investing principles with a focus on long-term growth [1] - The approach emphasizes buying quality companies at a discount to their intrinsic value and holding them for the long term to allow for compounding of earnings and shareholder returns [1]