Taylor Morrison Home Corporation ( TMHC ) has essentially gone nowhere since I wrote about it as my top pick for the bearish-to-bullish reversal in the stocks of home builders . That reversal lasted just Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licen ...

I primarily invest in turnarounds in natural resource industries, where I have a typical holding period of 2-4 years. Focusing on value offers good downside protection and can still provide great upside participation. The portfolio has over the last 7 years had a compounded annual growth rate of 38% .If you like this article and are interested in more frequent analysis of my holding companies, real-time notifications on portfolio changes, together with macro and industry analysis. I would encourage you to h ...

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- Successfully Closes $12M Public Offering, Strengthens Balance Sheet and Supports Anticipated U.S. Launch- Recent Peer-Reviewed Publication Demonstrates Advantages of Hybrid IVUS-OCT Imaging TORONTO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Conavi Medical Corp. (TSXV: CNVI) (OTCQB: CNVIF) (“Conavi” or the “Company”), a medical device company focused on designing, manufacturing, and marketing imaging technologies to guide minimally invasive cardiovascular procedures, today reported financial results and provided a ...

Group 1: Investor Actions - Berkshire Hathaway sold 77% of its Amazon position in Q4 2025, indicating that Amazon was never a core holding for the company, comprising less than 1% of its equities portfolio [4] - In contrast, Bill Ackman, CEO of Pershing Square Capital Management, has been known for both activist short-selling and long-term investment strategies, holding a concentrated portfolio of about 10 to 12 stocks [2] Group 2: Amazon's Challenges - Amazon faced challenges in the previous year due to tariffs imposed by President Donald Trump and concerns regarding its artificial intelligence (AI) strategy, leading to margin compression and higher prices [5] - The company guided for operating income in Q1 2026 to be below Wall Street analysts' projections and projected $200 billion in capital expenditures for 2026, primarily for AI-related infrastructure, raising investor concerns about potential returns [6] Group 3: Valuation and Market Perception - Amazon's valuation has decreased significantly, now trading at 26.5 times forward earnings, which may have influenced Berkshire's decision to reduce its stake due to concerns over high capital expenditures and the company's competitive position in AI [7]

Met 2025 revenue and exceeded revised adjusted EBITDA; reaffirms 2026 revenue and sets adjusted EBITDA target Commercial Channel grew 22% and 15% for Q4 and full year, respectively Generated $11.2 million operating cash flow and $4.4 million in free cash flow for the full year FDA response for Hyalofast® PMA received in January 2026, Anika developing responses for submission BEDFORD, Mass., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Anika Therapeutics, Inc. (Nasdaq: ANIK), a global leader in the osteoarthritis (“OA ...