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And just this week, during their latest pronouncements, Palantir delivered two messages that are worth noting. They set a distinctly optimistic tone for what’s to come, regarding growth, and one shouldn’t simply dismiss that, should one?

The aforementioned McIlrath & Eck, in a filing dated February 2nd, 2026, revealed this rather predictable increase in their VWOB holdings during the last quarter of 2025. The transaction, valued at $2.7 million based on the quarterly average, also saw the overall position increase in value by $2.9 million – a combination of share acquisition and, naturally, market movements. One suspects they’ve done their homework, though one always retains a healthy skepticism.

They say small caps will do well because of economic growth and lower interest rates. Fine. Okay. But let’s be real: lower interest rates just mean more money chasing the same questionable business models. It’s not growth; it’s… inflation of mediocrity. And these companies, these “small caps,” are supposedly more “domestically focused.” Which, translated, means they’re less likely to have a coherent international strategy. Just… focused. On… stuff. It’s unsettling.

The truly remarkable bit, you see, is that this rather successful enterprise manages all this with a staff of merely forty-four souls. Forty-four! It’s scarcely a cricket team, let alone a financial powerhouse. This means, if my calculations are correct (and they usually are, naturally), that each employee is generating a gross profit of something in the neighborhood of thirty-five million dollars per quarter. A positively wizardly performance, wouldn’t you say? And here’s the kicker: they don’t actually dig anything up. No mines, no muddy boots, no strenuous exertion of any sort. A most civilized arrangement.

But Amazon, one observes, isn’t content with merely dominating the digital landscape. The acquisition of Whole Foods was a mildly amusing foray into the world of organic kale, but this… this is something else entirely. They’re contemplating, it seems, a proper, full-scale assault on the brick-and-mortar world. Honestly, the sheer audacity of it all is almost… charming.

The filing with the Securities and Exchange Commission reveals that Aubrey Capital Management Ltd. effectively eliminated its stake in MercadoLibre, reducing its holdings to zero. The estimated value of the transaction, $13.18 million, represents 4.15% of the fund’s assets under management. The decline in value, while significant, is perhaps less remarkable than the decision itself.

Units of MSFT purchased: 15. Hours spent staring at charts, questioning life choices: 7. Number of times I’ve told myself “this time it’s different”: Numerous.

The market, it seems, had pre-ordained Boston Scientific to deliver guidance so spectacular it would bend the very fabric of spacetime. And when it didn’t quite manage that – falling a minuscule distance short of expectations for Q1 and 2026 – a collective sigh of disappointment rippled through the trading floors. It’s as if everyone was expecting a perpetual motion machine and got a very efficient, but ultimately finite, engine. (Which, let’s be honest, is still quite an achievement. Perpetual motion is notoriously difficult to achieve, mostly because of the laws of thermodynamics, and also because cats keep interfering.)

The filing, dated February 2, 2026, reveals this quiet addition to their holdings. A transaction, like so many others, lost in the endless churn of the market. The fund’s value, predictably, rose accordingly. A small victory, perhaps, but one built on the bedrock of other people’s debts. It’s the way of things, isn’t it? A rising tide lifts all boats, even those with a leak or two.