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Show Notes

(00:02:52) - (First question) - A brief history of Vistra

(00:10:57) - An overview of Vistra’s business model

(00:14:11) - Navigating the value chain of merchant power from generation to retail and how Vistra positions itself within the industry

(00:27:28) - The contrast between financial analysis and consumer perspectives and Vistra’s strategic cash flow allocation toward renewables and shareholder returns

(00:32:49) - The limitations when charging for electricity utilities

(00:35:23) - A breakdown of Vistra Vision, the allocation of profits from traditional energy generation for growth in renewable energy

(00:39:29) - Vistra’s management team and the key players

(00:42:58) - Vistra’s potential expansion plans into solar, wind, and nuclear

(00:46:30) - How Vistra could be an integral part of the nation's energy transition to low or no-carbon electricity

(00:49:28) - The lessons learned from studying Vistra