In this grand theater of tickers and portfolios, where fortunes are spun like threads in some cosmic loom, we find three stocks that might yet amuse the ghost of Graham himself. They are not investments, dear reader, but rather tickets to a masquerade ball where reality and farce waltz cheek to cheek.
In a filing to the Securities and Exchange Commission (SEC), dated with the precision of a Swiss watch, Aristotle Capital Boston disclosed this partial divestiture during the tantalizingly tumultuous third quarter. Such an adjustment nudged their holdings down to 150,752 shares, now valued at a princely $44 million at the quarter’s close, thereby constituting a mere 2.3% of the fund’s reportable U.S. equity assets-a number as unspectacular as it is exact.
Beta – that cheeky little imp who measures your heartbeat compared to S&P’s – sneaks into VONG’s column, but IWO remains cryptic, as if plotting in hushed tones. Vanguard, with their meager 0.07% fee, sneaks past IWO with a sneaky fox’s grin. Yet IWO’s yield, though modest as a pocket watch filled with lint, asks the reader to whisper: Is this a Hobbit’s tea party or a dragon’s treasure toll?
Did the CFO foresee the meteoric rise, or was it merely a stroke of luck?
In the ensuing years, management is likely to prioritize advancements in artificial intelligence (AI), vehicle autonomy, and software solutions to recapture investor interest and restore its once-premium valuation. A deeper exploration is warranted to discern whether genuine progress underpins this enthusiasm.
Permian, a fund with $885.7 million in U.S. equity assets, stuck its nose into Resideo’s business. They bought 4.7% of their portfolio, which is like bringing a salad to a steak dinner. The SEC filing says it’s all about “strategic positioning.” Or maybe they just needed a new hobby.
This is the likely outcome of a move that Alphabet’s cable-television alternative YouTube TV recently announced it would soon be making. Although details are still scant, the company plainly said, “Early next year, we’ll launch YouTube TV Plans, bringing more choice and flexibility to our subscribers with over 10 genre-specific packages.”
Across the Atlantic, the United Kingdom, in a move worthy of a myth, invests 18 billion pounds-roughly akin to opening a door into an age they call “Golden,” as if gold itself were only the blinding reflection of nuclear wealth-building a monument to this atomic renaissance. Concurrently, Poland begins its own architectural odyssey, financed with 14.2 billion euros, reminiscent of a Rosetta stone-an inscription of Eurasian ambitions carved into European soil. Japan’s recent re-engagement with reactors echoes the past’s ghost, while China constructs reactors in a manner that seems to echo an endless recursive pattern, perhaps an approximation of a Futurist dialectic between tradition and modernity.
The Vanguard S&P 500 ETF (VOO), a creature of legend among the common folk, tracks the S&P 500 index like a hound chasing a phantom. It hoards 500 stocks from America’s most venerable corporations, a collection so vast it could rival the Library of Alexandria-if books were replaced with balance sheets. To invest in VOO is to sign a contract with the devil himself, who, for a fee, promises survival through any storm. Crestmont Research, that oracle of numbers, claims the index has never failed to recover in 20 years-a feat that would make even Job weep.