Lovett’s Little Dip

The analysts, bless their hearts, are trying to spin this as…nothing. “Oh, it’s just tax obligations!” they chirp. “He’s still got plenty left!” As if that makes it okay. It’s like watching someone casually discard a perfectly good yacht and then acting surprised when people notice. He still holds 1,580,513 shares, valued at roughly $31.7 million. A comfortable sum. Enough to insulate you from, well, everything. Including the existential dread of working in tech.

Petco: A Flicker of Profit in a Dog-Eat-Dog World

Net sales dipped a fraction, 2.4% to $1.5 billion. They shuttered seven stores – a slow bleed, but sometimes a necessary one. A business needs to prune to survive, like a gambler shedding bad habits. They’re down to 1,382 locations. Not a vast empire, but enough brick and mortar to make a dent.

Storage Wars: A Mildly Alarming Development

1,314,463 shares. That’s a LOT of forgotten dreams, discarded furniture, and questionable life choices crammed into climate-controlled boxes. Land & Buildings swooped in, snagged them, and now owns a piece of the American habit of hoarding. The market, predictably, didn’t exactly throw a parade. It just… shrugged. The shares, down 8.86% over the last year, are currently languishing, trailing the S&P 500 by a humiliating 19.87 percentage points. A bargain? A trap? Who the HELL knows anymore?

Uber: A Silent Bloom in the Automated Fields

The fear is not unfounded. The development of self-driving technology carries within it the promise—or the threat—of bypassing the very networks Uber has so painstakingly constructed. It is as if the roads themselves might render the cartographers obsolete. But within this apparent vulnerability lies a subtle strategy, a repositioning. Uber, rather than attempting to become the architect of the automated future, is becoming its silent bloom, its conduit. It is not the engine, but the garden through which the engine travels.

A Most Peculiar Disinvestment

Buckle Inc. Image

In the fourth quarter of the past year, Miller Value Partners, with a flourish of bureaucratic paperwork, dispatched its entire holding of 72,000 shares of Buckle, realizing a sum of approximately $4.22 million. One might ask, what prompted this sudden departure? Was it a disagreement over the cut of the denim? A dispute regarding the proper application of studs and rivets? Alas, the motives of these financial players remain shrouded in a delightful obscurity.

Solana: $85 or Bust? Bulls Sweat, Bears Smirk

MakroVision Research, those guys with the fancy charts, say Solana’s “stabilizing.” Stabilizing? It’s more like it’s taking a nap after a bender. Sure, the selling momentum might be slowing, but let’s not throw a parade just yet. The broader market’s still looking at Solana like it’s the kid who forgot to do his homework.

Gold vs. XRP: A Three-Year Outlook

The question, then, isn’t so much which is better, but which is likely to be less disappointing over the next three years. It’s a low bar, admittedly, but in investing, sometimes simply avoiding catastrophe is a triumph.

Palantir: A Life-Changing Investment? Oy, Vei!

History is full of these stories. Buy low, sell high. It’s so simple, it’s almost insulting. Could Palantir set you up for life? That’s the question, isn’t it? And frankly, I’ve seen more promising schemes involving trained pigeons and a very complicated pulley system.

Bamco & FactSet: A Most Peculiar Investment

This isn’t merely a numerical quirk. Bamco’s position now accounts for 2.27% of its 13F assets under management as of December 31, 2025. A small percentage, perhaps, but consider this: every percentage point represents a significant chunk of capital, diligently seeking… well, more capital. It’s a self-perpetuating cycle, really. Like a very sophisticated hamster wheel made of finance.

The Oil-Stained Horizon

The consumer feels the pinch at the pump with an immediacy that statistics cannot yet capture. The reported inflation figures, those neat, retrospective accounts, lag behind the lived experience. February’s numbers, as expected, offered a momentary stillness. But March will bring a reckoning. The oil’s ascent will be etched into the data, a rising tide lifting all inflationary boats. And it won’t stop there.