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Apparently, Boxer Capital really likes Tango. They increased their stake, bringing their total holdings to a cool 21.09% of their 13F reportable AUM as of December 31st, 2025. AUM, for those of us who don’t speak fluent finance-ese, is Assets Under Management. It’s basically how much money they’re playing with. And they’re playing with a lot. The total value of their TNGX holdings now clocks in at $96.36 million. It’s like a really expensive game of Candy Crush.

The fourth quarter witnessed a revenue slide of 6%, bringing the total to just under $331 million. This, it is claimed, is attributable to a weakening in paid content, a paucity of successful intellectual property adaptations, and a general disinterest in advertising. One wonders if the public is tiring of digital frippery.

Nvidia, as the leading architect of these artificial intelligences, serves as a sort of barometer for the entire industry. When it thrives, so, too, do the cloud providers and the other chipmakers. It’s a comforting thought, this interconnectedness. Though one wonders if this shared prosperity isn’t merely a collective postponement of inevitable reckoning. Everyone benefits, until suddenly, no one does.

The filing with the Securities and Exchange Commission tells a simple story: Woodson put roughly $23.99 million into Sirius XM stock. It’s not a sum to be dismissed, but neither does it announce a revolution. The investment now represents 3.33% of Woodson’s reportable holdings. A considered weight, balanced against the rest of the portfolio. They hold a goodly amount in AS, TPR, RDDT, XYZ, and SG, but Sirius XM is a new face in the fold.

I’ll admit, I usually avoid quarterly earnings reports. They remind me of those mandatory family slideshows, hours of grainy photos and excruciating details. But this one… this one had a certain urgency. Everyone’s talking about AI, of course. My neighbor, Mr. Henderson, keeps trying to explain it to his dachshund, Winston. It’s a losing battle. But Broadcom isn’t just talking about it. They’re apparently doing it, and doing it very, very well. Their first-quarter revenue hit $19.3 billion, a 29% jump year over year. That’s a number that even Winston might begrudgingly acknowledge.

Now, before you start envisioning your grandkids inheriting a portfolio full of… well, hammers and nails, let’s be clear. This isn’t some rocket ship fueled by AI and the metaverse. It’s more like a very well-maintained, slightly dusty, but reliably profitable steam engine. And in a world obsessed with digital fluff, that’s… refreshing. It’s the kind of stock your accountant will love. And frankly, a little accountant love goes a long way.

Volume hit 127.7 million shares. That’s a lot of people desperately hoping for a turnaround. A full 28% above their three-month average. It IPO’d way back in 1999, which makes me feel ancient, and has, shall we say, underperformed since then. Down 98%. Ninety-eight percent! It’s the kind of statistic that keeps a dividend hunter up at night, staring at the ceiling, questioning all life choices.

According to a recent SEC filing, Kemnay increased its holdings in MercadoLibre by 1,385 shares during the final quarter of the previous year. The estimated value of this transaction reached $2.91 million. While a notable sum, it represents a fraction of Kemnay’s overall portfolio and, more importantly, a reversal of a prior trend. The fund’s total position now stands at 5,623 shares, an increase of $1.42 million in value, reflecting both market activity and, crucially, a change in assessment.

Last quarter, the Berkshire portfolio didn’t exactly undergo a wholesale revolution, but a few strategic adjustments were made. A spot of selling here, a judicious purchase there. And Chevron, it seems, received a rather substantial boost – a further eight million shares, bringing its share of the Berkshire holdings to a respectable 7.24%. A considerable chunk of the pie, what!

The estimated value of this venture, one hundred and two million dollars, calculated with the precision of a merchant counting his wares, is but a fleeting measure. For what is a sum in the grand scheme of things? The true weight lies in the potential for growth, the promise of a return that justifies the risk. It is a dance between present reality and future possibility, a dance in which Aristeia, it seems, has chosen to lead.