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Alluvial Fund
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Alluvial Fund stated in its Q2 2026 investor letter that it has added Vistance Networks (Nasdaq:VISN) as a new holding, and anticipates the company may be sold due to a business spin-off.
Alluvial Fund noted that Vistance Networks is in the process of divesting its businesses, having sold its two largest operations in the past 12 months, with Aurora Networks remaining as its sole opera
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Alluvial Fund stated in its Q2 2026 investor letter that Talen Energy (Nasdaq:TLN) has transformed through share buybacks and asset reinvestment post-bankruptcy, with projected free cash flow exceeding $40/share by 2028.
Alluvial Fund noted that Talen Energy, as an independent power producer, has demonstrated exceptional operational capabilities through its management's actions post-bankruptcy, including repurchasing
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Alluvial Fund stated in its Q2 2026 investor letter that it has added Vistance Networks (Nasdaq:VISN) as a new holding, and anticipates the company may be sold due to a business spin-off.
Alluvial Fund noted that Vistance Networks is in the process of divesting its businesses, having sold its two largest operations in the past 12 months, with Aurora Networks remaining as its sole opera
-
Alluvial Fund stated in its Q2 2026 investor letter that Talen Energy (Nasdaq:TLN) has transformed through share buybacks and asset reinvestment post-bankruptcy, with projected free cash flow exceeding $40/share by 2028.
Alluvial Fund noted that Talen Energy, as an independent power producer, has demonstrated exceptional operational capabilities through its management's actions post-bankruptcy, including repurchasing
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Alluvial Fund
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