Taylor Morrison ( TMHC ) is well-positioned to see significant growth as the interest rate cycle reverses and the housing market turns. With mortgage rates starting to decline, order activity should pick up in 2026. The companyI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpo ...

公司前景与宏观环境 - 随着利率周期持续逆转，预计D R Horton公司将出现强劲的收入增长 [1] - 预计明年将有更多降息 [1]

文章核心观点 - 随着利率周期逆转且预计明年将有更多降息 D R Horton 公司有望实现强劲的营收增长 [1] 作者背景与投资策略 - 作者拥有超过15年的投资经验 曾为管理资产规模在1亿至5亿美元之间的中型对冲基金提供研究服务 [1] - 作者曾担任卖方分析师 目前主要专注于管理自有资金 [1] - 作者的投资策略为中期投资 寻找存在价值释放催化剂并能推动上涨的标的 或在存在下行催化剂时进行做空 [1] - 作者偏好以合理价格投资于成长型公司 在行业选择上为多面手 但职业生涯大部分时间专注于分析工业、消费和科技板块 因此在这些领域通常具有更高的投资信心 [1]