Indeed, the fourth quarter revealed a diminution of both revenue – a mere $1.3 billion, a sum that would scarcely fund a decent opera season – and earnings, which retreated with a distinct lack of enthusiasm. One is reminded of a fading actress, clinging to past glories. Yet, the market seems captivated, as if a compelling narrative can compensate for inconvenient truths.
Units of Cryptocurrency Lost: 0 (so far). Hours Spent Watching Charts: 17. Number of Times I’ve Considered Becoming a Goat Farmer: 3. It’s all very stressful, this investing business. Anyway, here’s the breakdown of what she’s been buying. I’ve tried to remain objective, but honestly, it’s hard when you’re picturing a very determined woman with a very large portfolio.
Mr. Gates, as is well known, has long benefited from the counsel of Mr. Buffett. The latter, a figure who regards speculation with the same polite disdain one might reserve for a poorly-made watch, has not only served as an advisor but, since 2006, has pledged a substantial portion of his own wealth to the Gates Foundation. A gesture, it must be said, that speaks volumes about a shared belief in the power of patient capital, and a quiet disdain for the ephemeral.
The thing is, these managers have, historically, outperformed the S&P 500. Which is good. But “outperforming” doesn’t mean “guaranteed success,” does it? It just means they’ve been slightly less wrong than everyone else. And it’s all tied up in technology, specifically things that might benefit from this… AI thing. Everyone’s talking about AI. It’s like the new kale. Supposedly good for you, but I suspect it’ll mostly end up as an expensive, forgotten trend.
This E.l.f. Beauty, now, is a right peculiar thing. Seems folks are payin’ good money for paintin’ their faces, and this company is sellin’ it by the wagonload. They’ve upended the old guard, these young whippersnappers, and are doin’ it with ingredients that don’t sound like they came out of a chemist’s nightmare. They’re caterin’ to a generation that cares more about what’s in their cosmetics than what the fancy bottle looks like, and that’s a sensible shift, if you ask me. They’ve even gone and bought up a fancy brand called Rhode, run by a woman who’s famous for bein’ famous, which strikes me as a bit of a head-scratcher, but they seem to be makin’ a go of it.
CoreWeave has experienced substantial revenue growth, attributable to increasing demand for GPU-accelerated computing resources. The company’s business model – providing on-demand access to Nvidia’s high-end GPUs – offers a compelling alternative to the capital-intensive process of building and maintaining in-house data centers. This has resonated with a client base seeking both flexibility and cost efficiency.
Let’s consider, shall we, a few observations regarding its prospects for 2026. One doesn’t predict, of course – that’s for the more excitable sort – but one can certainly assess.
The problem, as I see it, is the U.S. side of things. They were expecting growth, naturally. Canada’s pretty much tapped out. But then they messed up. Money laundering controls. Honestly, it’s like they wanted to attract attention. And now? An asset cap. An asset cap! It’s like being told you can only order half a pizza. What’s the point? They’re spending money on “technology” and “personnel” to fix it. As if throwing money at a problem ever actually solves anything. It’s just delaying the inevitable, I tell you.
Old Buffett’s gone off to count his sweets, so all eyes are on chaps like Druckenmiller. And what a curious quarter he’s had! He’s been dumping perfectly good AI stocks – Meta Platforms, Sandisk, Seagate Technology, and Arm Holdings – as if they’d suddenly sprouted warts. Then, he’s gone and crammed his pockets full of shares in another company – a truly colossal one, you see.
. Apparently, it’s a big deal. Twenty-seven Emmy nominations, eight wins… Honestly, it sounds exhausting just