LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2024 investor letter. A copy of the same can be downloaded here. The LVS Event-Driven portfolio was flat in the first half of 2024, while the LVS Growth Portfolio appreciated 18.2%, net of all fees and expenses. The Event-Driven Portfolio made some progress in Q2, following a challenging Q1. The Growth Portfolio is generating good performance without holding Nvidia or any semiconductor...
Here’s LVS Advisory’s Investment Thesis for Talen Energy Corporation (TLN)
