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Talen Energy

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 12, 2026 by Dan Dreyfus · said 16 times in 1 episodes since 2026 · across every show →

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brought up most by Chamath Palihapitiya (11), Dan Dreyfus (5)

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2026 16 mentions in 1 episode

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Everything said about Talen Energy, oldest first

Jun 12, 2026 bullish
Prediction Open · timeframe Jun 2029
Dreyfus: Talen Energy will generate $50 per share free cash flow
“If they just do absolutely nothing, Just absolutely nothing. Just sit there and run the business. Let their Amazon data center contract roll up. These guys will be generating 50 dollars a share of free cash flow per year.”
Dan Dreyfus Jun 12, 2026 ▶ 21:50 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Jun 12, 2026 bullish
Assertion Not checkable as stated
Dreyfus: Talen Energy trades at $25B EV versus $45B asset replacement cost
“Today, in the stock market, as a good speculation, you could purchase this company at a twenty-five billion dollar enterprise value. The replacement cost is forty-five billion, and because they've got debt, it means that the equity value, ah, just to get to re…”
Dan Dreyfus Jun 12, 2026 ▶ 16:10 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
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