General Investing >> Money Manager Interviews >> July 20, 2025

Low Valuation, High Upside: Capital One, PayPal, Disney, Teva

DeGulis, John P.
John P. DeGulis is Partner, President and Portfolio Manager at Sound Shore Management. He joined the firm in 1996. Earlier, he worked at Morgan Stanley & Co., Inc. He is a graduate of Northwestern University and Columbia Business School. Profile
Evans, Peter B.
Peter B. Evans is a Partner and Portfolio Manager at Sound Shore Management. He joined the firm in 2005. Earlier, he worked at American Express. He graduated from Dartmouth College and Columbia Business School. Profile
Bilik, David B.
David B. Bilik is a Partner and Portfolio Manager at Sound Shore Management. He joined the firm in 2003. Previously, he worked for Morgan Stanley. He is a graduate of Williams College and Columbia Business School. Profile
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TWST: To start things off, I understand that your portfolio is made up of 35 to 40 large-cap stocks and at Sound Shore, you practice a single strategy, quite