Curreen Capital on Frontdoor (FTDR)

分组1 - Curreen Capital reported a return of 10.5% in Q4 2025 and 30.97% for the full year, focusing on "ugly ducklings" which are well-managed companies trading at attractive prices [1] - The firm highlighted Frontdoor, Inc. (NASDAQ:FTDR) as a key investment, with a one-month return of 0.65% and a 52-week gain of 1.58%, closing at $59.11 per share with a market capitalization of $4.31 billion [2][3] - Frontdoor, Inc. provides home service plans and serves about 2% of U.S. homes, utilizing free cash flow for organic growth, debt repayment, share repurchase, and acquisitions [3] 分组2 - Frontdoor, Inc. was held by 36 hedge fund portfolios at the end of Q3 2025, a slight decrease from 37 in the previous quarter, indicating moderate interest among hedge funds [4] - Curreen Capital suggests that while Frontdoor has potential, certain AI stocks may offer greater upside and less downside risk, indicating a competitive investment landscape [4]