John DeGulis

In this engaging discussion, John DeGulis, Partner and Portfolio Manager at Sound Shore Management, dives deep into Vistra Corp, a major player in the energy sector. They explore the company's strategic evolution from TXU assets to a dual role in electricity generation and retail. Key topics include the rapid shift toward renewable energy, the regulatory challenges in electricity pricing, and Vistra's efforts to balance investments in both clean and traditional energy sources. It's a fascinating look at the future of energy in America.