Letters by company
Frontdoor, Inc.
4 letters discussing FTDR. Everything written about it on this site is on its ticker page.
- Curreen Capital Quarterly Letter, July–September 2026 Curreen Capital sold Green Dot, Siemens Energy and Computacenter after valuations became stretched, reallocating capital toward cheaper opportunities with greater margins of safety. The fund reopened Truecaller after Google improved advertising economics in India and began building Clarivate as a distressed turnaround following its Life Science divestiture. July–September 2026 CLVT $1.5BAAP $2.8BCUUCF $5.3B
- Curreen Capital Quarterly Letter, January–March 2026 Curreen Capital retained its portfolio after finding no opportunities superior to existing holdings, despite analyzing many candidates. The fund continued to target understandable spinoffs and non-spinoff businesses trading below downside valuation, citing strong operating performance and inexpensive valuations across the portfolio. January–March 2026 AAP $2.8BFTDR $6.6BFTRE $2B
- Curreen Capital Quarterly Letter, October–December 2025 Curreen Capital sold Havas after concluding it failed its return-on-capital requirements, while buying Fortrea, Dye & Durham, GetBusy, Truecaller and VF Corp. The portfolio continues to target spinoffs and deeply discounted "Crazy Cheap" businesses with strong underlying operations and favorable upside-to-downside profiles. October–December 2025 AAP $2.8BFTDR $6.6BFTRE $2B
- Fenimore Asset Management Q2 2026 Quarterly Investment Commentary Fenimore added Ryan Specialty, Thermo Fisher Scientific, and Tyler Technologies while trimming or exiting selected holdings to fund higher-conviction opportunities. The firm argues that AI infrastructure demand favored semiconductor-linked businesses, while volatility in software, outsourcing, and defensive stocks created entry points for companies with durable competitive positions. Q2 2026 BOC $389MBR $22BEXLS $6.6B
