For the third quarter of fiscal 2025, Levi Strauss reported a respectable 6.9% year-over-year increase in revenues, totaling $1.54 billion. The company achieved double-digit growth in Asia, while European revenue growth was somewhat subdued, rising by a mere 3% when adjusted for currency fluctuations. The consensus forecast had pegged revenues at $1.50 billion, a target the company comfortably exceeded.
Kessler Investment Group, located in Indiana (where people still believe stocks are magic), decided to cash out of its Robinhood position during the third quarter. The total value of the 122,349 shares sold? A tidy $11.5 million. This little chunk of change, once a modest 4.7% of Kessler’s assets, is now gone. Perhaps they just couldn’t resist the urge to check out of this rollercoaster ride before someone gets thrown off.
And so, we find ourselves at the crossroads, eager to emulate the titan. How can one, a mere mortal, tap into such unfathomable wisdom? It is, alas, no simple matter. But with the SEC’s sacred quarterly reports, Buffett’s holdings are laid bare, a map to riches-or destruction, depending on how one dares to interpret them. He, too, has his missteps, his faltering moments. Not every acquisition becomes a golden statue. And so, let us examine, with the precision of a surgeon and the heart of a skeptic, two recent acquisitions: one to embrace, and one to shun, as though it were the very embodiment of folly.
It is, undeniably, a contest in which one side is weighted with the full force of corporate might, and the other, a mere fledgling in the corporate wilderness. Nvidia, the undisputed behemoth in the realm of graphics processing units (GPUs), has taken its throne by virtue of nothing more than sheer market dominance. The GPUs it produces have attained the status of legend, and it commands a market share so vast it is all but insurmountable. In contrast, CoreWeave is but a fledgling, a small bird flapping its wings against the suffocating winds of far larger, more entrenched competitors.
Yet, a curious thing has occurred, as if by some alchemical transformation: the once-dying beast has risen, stronger and more vigorous than before. This year, its stock has risen by a staggering 95%, and in a mere six months, its price has tripled. The question, then, arises with the subtlety of a trap laid for the unwary: can this rejuvenated phoenix truly fly, or is it a mere mirage in the desert of high hopes?
The first came on a Monday, when PayPal’s executives, like priests unveiling a relic, announced a 5% cash-back benediction for users of their buy-now-pay-later service. It was a gesture as timed as the monsoon rains-generous enough to stir the soul, fleeting enough to seem urgent. By Thursday night, the stock had swelled by 9%, its digits blooming like marigolds in a desert, according to the meticulous scrolls of S&P Global Market Intelligence.
Peak Financial, that most serious of jesters in the investment court, now holds Oracle’s shares like a peasant clutching a talisman. The 11,820 shares, valued at $3,324,257, swell their portfolio to 85 reportable positions, with Oracle claiming 1.5620% of their assets. One imagines the fund’s managers murmuring incantations over spreadsheets, as if the numbers themselves might sprout wings and carry them to fortune. Yet Oracle, that corporate Behemoth, remains outside their top five holdings-a pebble in the sand of their grand design.
On August 7, when the company released its second-quarter earnings, it seemed many investors surrendered their hopes with a heavy sigh. The stock took a swift 34% hit the next day, leaving it down 41% from where it was before the news broke, as of October 8. A correction was indeed in order, yet the severity of the drop feels disproportionate, like spilling a cup of coffee and having it declared a catastrophe.
In a graceful proclamation to the Securities and Exchange Commission, Congress Park Capital unveiled their growing attachment to the Invesco NASDAQ 100 ETF (QQQM), acquiring an additional 10,764 shares in the third quarter of 2025. The transaction’s value, riding on the wave of the period’s average price, dances around $2.54 million. The tapestry of their holdings now weaves a total of 32,844 shares, an ensemble valued at $8.12 million.
The drama behind this uptick? China’s sudden plans to restrict its rare-earth mineral exports to the U.S. Sounds like a plot twist right out of a spy thriller, doesn’t it? This strategic move could leave the U.S. scrambling for alternatives. Enter USA Rare Earth, the company that is basically waving its hands saying, “Hello, over here!”