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Costco’s strength, like that of any good farmer, lies in understanding the land. They don’t make fortunes on the price of the wheat, but on the steady stream of hands willing to pay for the right to harvest it. Membership fees, that’s the core. They can afford to sell goods at a thin margin, knowing the real profit comes from the annual pledge. It’s a simple equation, but one easily upset. They’ve built a mountain on the backs of loyal customers, and a crumbling base is a dangerous thing indeed.

The funds managed by such individuals operate on a scale that obscures the simple truth: they are, like all of us, guessing. But their guesses are informed by resources most of us can only dream of, and perhaps, a certain detached cynicism. Druckenmiller’s Duquesne Family Office, it seems, found some solace in Amazon and Alphabet during the last quarter. Not a rescue, perhaps, but a cautious repositioning.

But I’ve seen a many a “sure thing” turn to dust in my time. This business of chasing after the newest shiny object… it’s a fever dream, I tell ya. They’re now predictin’ this “ad revenue” will double to $3 billion in the next year. A whole new stream of coin, they say. Like squeezing water from a stone, if you ask me. Folks’ll pay for entertainment, sure, but they’ll grumble about advertisements the whole time. It’s a fine line, that, between profit and plain annoyance.

The share price rose by over 10% following the release of its latest financial report, though a portion of this gain has since dissipated. As of this writing, the stock remains approximately 4.7% higher than its opening price. Such volatility is typical of companies operating in the realm of theoretical physics and dependent on the continued influx of capital.

This acquisition, disclosed on February 17, 2026, is not merely a transaction; it is a statement. Pennant, it appears, perceives a value in CCC that the market, in its usual haste and lack of discernment, has overlooked. The fund’s position in CCC has blossomed by a respectable $13.75 million, a testament to both the increase in shares and, more importantly, a recognition of underlying potential. One might say they’ve discovered a diamond in a rather dusty rough.

Recent reckonings reveal a revenue of $4.7 billion for the year 2025, a sum representing a considerable leap – 161% – from the figures of 2020. Such growth, while impressive to the casual observer, is but a symptom of a larger societal shift, a turning away from the established order of cable and broadcast, and towards a fragmented landscape of digital diversions. It is a testament to the power of convenience, of the desire to consume stories on one’s own terms, in one’s own dwelling.

Two specimens currently warrant a squint. FMC Corporation, and Camping World. Both, shall we say, have encountered difficulties. One approaches them not with enthusiasm, but with a cautious curiosity, a sort of morbid fascination reserved for ailing thoroughbreds.

The analysts, bless their hearts, were predicting 34 cents a share, $841.2 million in sales. TTD delivered…59 cents and $847 million. Champagne wishes, caviar dreams, right? Except, hold on. That 59 cents? That’s like using a filter on your Instagram photo. Pretty, but not entirely…real.