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The third quarter saw Coliseum’s hands tremble toward NCR Atleos, their fingers closing around 2.7 million shares. The gesture was not idle; it was a declaration, a testament to the fund’s conviction-or perhaps, a confession of desperation. The stock, now 10.4% of Coliseum’s 13F-reported AUM, perches as their third-largest holding, a pyrrhic triumph in a world where even victory whispers with the scent of ruin.

The third quarter, that season of harvest and reckoning, bore witness to Coliseum’s exodus. With the precision of a clockmaker dismantling a timepiece, the fund liquidated its entire stake in Gildan, a company whose vertical integration and cost efficiencies had once seemed as unassailable as the Roman roads. The quarterly average price, that spectral specter haunting all traders, placed the value of this exit at $49.5 million. A tidy sum, one might say, though whether it was a prudent decision or a preemptive flight from the storm of impending change remains a question for the philosophers of finance.

When the Oracle of Omaha reaches out for a new stock, it’s not a gamble. It’s a declaration. The smart money knows that investing isn’t just about numbers; it’s about seeing through the chaos to what endures. Though Berkshire’s cautious approach has kept it away from the tech bloom-those volatile towers of dreams-two names have recently surfaced, standing tall like stubborn weeds in a concrete yard: Alphabet and Amazon. Their rise, and Buffett’s interest, might seem like a gamble-yet in the depths of their strength lies a story of resilience that ordinary workers can appreciate.

GBTG’s balance sheet whispers contradictions: $4.1 billion in market capitalization buoyed by $2.5 billion in revenue, yet net income limps at a threadbare $10 million. Its platform, a labyrinth of algorithms and travel logistics, claims to “unleash unrivaled choice” for enterprise clients. But behind the polished veneer, one wonders whose choices are truly honored – the overworked procurement manager? The gig-economy road warrior nursing a fifth airport coffee?

Post-transaction valuation based on Nov. 25, 2025, market close ($68.90).

AI hype fuels the flames. Machines learning to outthink humans? A siren song for investors. The Fed’s rate cuts? A back-alley deal to keep the party going. Lower rates mean cheaper loans, more hiring, more mergers. Sounds clean until you realize the ink’s still wet on the contracts.