PG&E

3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Mar 4, 2019 by Tom Russo · across every show →

Everything said about PG&E, oldest first

Mar 4, 2019 negative

Opinion

Russo: Open-Ended Wildfire Liability Is 'Game Over' for Electric Utilities

“You also have the prospects of PG&E where there's a generalized belief that it'd be a nice thing if there's a forest fire to have the utility take on all of the liability of consequential damages after a fire. So long as their power station was responsible for…”

Tom Russo Mar 4, 2019 ▶ 40:06 Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)

Mar 11, 2024 negative

Assertion Supported

Leffell: Gov. Newsom insisted PG&E replace its entire board after bankruptcy

“And the governor had insinuated his staff into the process and was very engaged in what we were doing and insisted that the entire board change after bankruptcy.”

Michael Leffell Mar 11, 2024 ▶ 48:38 Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)

Mar 11, 2024 positive

Assertion Partly supported

Leffell: PG&E settled with Baupost near par on subrogated insurance claims

“We settled first with Baupost, which made an absolutely brilliant investment by purchasing the subrogated claims of the insurance companies, and we settled with them for close to par.”

Michael Leffell Mar 11, 2024 ▶ 48:08 Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)

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PG&E

Everything said about PG&E, oldest first

Turn any episode into a week of clips.