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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! 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Conventum Alluvium Global Fund: Q1 2026 Leaders And Laggards
2026-04-23 · via All Articles on Seeking Alpha

Summary

  • The most significant news from our perspective is the Fund's latest investment - Amazon (down 9.8%).
  • Funding an Amazon purchase with the partial sale of Alphabet enables us to more cheaply capture a broader range of potential AI benefits.
  • LyondellBasell, the plastics producer which we have been calling out as cheap for some time, posted an extraordinary 88.3% return.
  • McKesson, the drug distributor (up 5.6%), and HCA Healthcare, the hospital operator (up 1.5%), posted impressive results.
  • With our new Amazon investment, the Fund now holds 20 businesses and 16.1% cash.

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