Healthcare Strategy

Business

Curreen Capital's 'Ugly Duckling' Strategy Delivers 31% Gain, Eyes VF Corp Amid Apparel Giant's Slump

Investment firm Curreen Capital posted strong 2025 results, crediting its focus on undervalued 'ugly duckling' stocks. The fund's latest letter spotlights VF Corporation (VFC), the embattled owner of Vans and The North Face, as a potential turnaround play despite its shares falling over 20% in the past year.

Feb 2, 2026

Business

Curreen Capital's 'Ugly Duckling' Strategy Pays Off, Spotlights Advance Auto Parts

Investment firm Curreen Capital, which targets undervalued 'ugly duckling' companies, reported strong 2025 returns. Its latest investor letter highlights automotive parts retailer Advance Auto Parts (AAP) as a prime example of its contrarian approach, despite the stock's recent volatility and mixed performance.

Feb 2, 2026

Business

Curreen Capital's 'Ugly Duckling' Strategy Delivers Strong 2025 Returns, Spotlights Frontdoor

Investment firm Curreen Capital posted a 30.97% annual return for 2025, crediting its focus on undervalued, well-managed companies. The firm's latest investor letter highlights home service provider Frontdoor (FTDR) as a key holding, despite it not being among the most popular hedge fund picks.

Feb 2, 2026

Business

FPA Crescent Fund Sheds Microsoft Stake, Citing AI Valuation Concerns and Shifting Portfolio Strategy

First Pacific Advisors' FPA Crescent Fund disclosed it sold its position in tech giant Microsoft in Q4 2025. The value-focused fund explained the move was driven by a search for greater upside in other AI-related investments, despite acknowledging Microsoft's strong fundamentals.

Feb 2, 2026

Business

Cotton Inc. Bets on Unified Marketing Strategy, Appoints First CMO to Counter Synthetics

Facing stiff competition from synthetic fibers, the cotton industry's leading research and promotion body has created a chief marketing officer role and merged its marketing teams to drive demand across the entire supply chain.

Feb 2, 2026

Business

Raymond James Doubles Down: AI Tool and Acquisition Fuel Advisor-Centric Growth Strategy

Raymond James Financial bolsters its wealth management platform with the acquisition of Clark Capital Management and the launch of a proprietary AI operations agent, aiming to enhance scale and advisor productivity amid fierce industry competition.

Feb 2, 2026

Business

Giverny Capital's 2025 Struggle: A Niche Strategy Battles the AI Frenzy

Amid a challenging year where mega-cap tech dominated, investment firm Giverny Capital outlines its contrarian stance, highlighting specialty insurer Kinsale Capital Group as a core holding despite recent underperformance.

Feb 2, 2026

Business

Trump's Dollar Gambit: A Calculated Weakening Strategy and Its Global Ripple Effects

President Trump's apparent endorsement of a weaker dollar is not mere rhetoric but a strategic pillar of his economic agenda, aimed at boosting US competitiveness and narrowing the trade deficit, with significant implications for global central banks and currency markets.

Feb 2, 2026

Business

Energy Transfer Raises Payouts, Commits Billions to Pipeline Expansion in Dual-Pronged Strategy

Energy Transfer LP announced a significant increase to its quarterly distribution alongside a multi-billion dollar capital expenditure plan for new pipeline and infrastructure projects, signaling confidence in its cash flow stability and long-term growth prospects.

Feb 2, 2026

Business

AT&T Doubles Down on Fiber with Lumen Acquisition and Open Access Strategy

AT&T's landmark deal to acquire Lumen's fiber assets signals a major strategic pivot, creating a new open-access network subsidiary to expand its broadband reach and challenge rivals Verizon and T-Mobile.

Feb 2, 2026

Business

O'Donnell Financial Bets $6.8 Million on AAA CLO ETF, Signaling Confidence in Income Strategy

A major stake increase by O'Donnell Financial in the iShares AAA CLO Active ETF (CLOA) highlights institutional interest in high-grade, actively managed securitized credit as a source of yield in a complex rate environment.

Feb 2, 2026

Business

D-Wave Quantum Bolsters Market Position with Dual-Platform Strategy and Major Florida Expansion

D-Wave Quantum solidifies its dual-platform quantum computing approach through the acquisition of Quantum Circuits Inc. and the launch of a major Florida R&D hub, backed by new multi-million dollar commercial and academic agreements.

Feb 2, 2026

Business

DoorDash Bets on Robots and Rural Seniors: A Dual-Pronged Strategy to Expand Its Reach

DoorDash is deploying autonomous delivery robots in the suburbs while advocating for legislation to improve food access for rural seniors, signaling a strategic push beyond its urban core into new markets and use cases.

Feb 2, 2026

Business

Glaukos Gains FDA Nod for Repeat iDose TR Implant, Bolstering Its Long-Term Glaucoma Platform Strategy

The FDA's approval of a repeat treatment protocol for Glaukos's iDose TR implant transforms it from a one-time procedure into a potential chronic therapy platform, reshaping its commercial narrative and investor calculus in the competitive glaucoma market.

Feb 2, 2026

Business

Colgate-Palmolive Stock Surges on Long-Term Strategy, Defying Near-Term Challenges

Shares of Colgate-Palmolive jumped over 6% as the consumer goods giant outlined a resilient growth plan through 2026, even after reporting a significant profit decline in a tough operating climate.

Jan 31, 2026

Business

Nilfisk Shifts U.S. Strategy: Closes Minnesota Plant, Opens New Commercial Hub in Plymouth

Danish industrial cleaning giant Nilfisk is consolidating its U.S. presence, moving manufacturing to Mexico while establishing a new commercial headquarters in Plymouth, MN, promising continued investment amid local job cuts.

Jan 30, 2026

World

Judge Bars Death Penalty in High-Profile Killing of Healthcare CEO, Citing Legal Threshold

A federal judge has removed the death penalty as an option for Luigi Mangione, accused of assassinating a top health insurance executive in New York. The ruling narrows the federal case while state murder charges proceed.

Jan 30, 2026

Business

Colgate-Palmolive Caps 2025 with Strong Finish, Braces for Uncertainty as New Strategy Launches

The consumer goods giant reported stronger-than-expected Q4 results, citing growth across key metrics despite inflationary pressures. As it rolls out its ambitious 2030 growth plan, management warns of a volatile global operating environment in the year ahead.

Jan 30, 2026

Business

BorgWarner's Hybrid Strategy Gains Traction as Auto Industry Navigates Rocky EV Transition

Amid a slower-than-expected shift to pure electric vehicles, auto supplier BorgWarner is winning investor praise for its strategic bet on hybrid technologies, positioning itself as a critical bridge in the evolving powertrain landscape.

Jan 30, 2026

Business

Market Movers: Defense, Tech, and Healthcare Stocks See Volatile Week

A week of significant stock swings saw Lockheed Martin and Texas Instruments surge on strong outlooks, while Humana plunged on regulatory headwinds. Here’s what drove the action and what analysts are saying.

Jan 30, 2026