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It is crucial to understand that these are not ‘get rich quick’ schemes, but a return to fundamental values: long-term holdings in companies possessing genuine, demonstrable worth. Mr. Buffett favored businesses with a clear competitive advantage – a ‘moat’, as he termed it – protecting them from the relentless pressures of the market. To suggest that one can simply replicate his success by purchasing the same shares is naive. However, understanding the reasoning behind those choices is a worthwhile endeavor. The following are not recommendations, but observations on companies that, at the time of writing, appear to embody those principles.

Apparently, Boxer Capital really likes Tango. They increased their stake, bringing their total holdings to a cool 21.09% of their 13F reportable AUM as of December 31st, 2025. AUM, for those of us who don’t speak fluent finance-ese, is Assets Under Management. It’s basically how much money they’re playing with. And they’re playing with a lot. The total value of their TNGX holdings now clocks in at $96.36 million. It’s like a really expensive game of Candy Crush.

The fourth quarter witnessed a revenue slide of 6%, bringing the total to just under $331 million. This, it is claimed, is attributable to a weakening in paid content, a paucity of successful intellectual property adaptations, and a general disinterest in advertising. One wonders if the public is tiring of digital frippery.

Nvidia, as the leading architect of these artificial intelligences, serves as a sort of barometer for the entire industry. When it thrives, so, too, do the cloud providers and the other chipmakers. It’s a comforting thought, this interconnectedness. Though one wonders if this shared prosperity isn’t merely a collective postponement of inevitable reckoning. Everyone benefits, until suddenly, no one does.

The filing with the Securities and Exchange Commission tells a simple story: Woodson put roughly $23.99 million into Sirius XM stock. It’s not a sum to be dismissed, but neither does it announce a revolution. The investment now represents 3.33% of Woodson’s reportable holdings. A considered weight, balanced against the rest of the portfolio. They hold a goodly amount in AS, TPR, RDDT, XYZ, and SG, but Sirius XM is a new face in the fold.

I’ll admit, I usually avoid quarterly earnings reports. They remind me of those mandatory family slideshows, hours of grainy photos and excruciating details. But this one… this one had a certain urgency. Everyone’s talking about AI, of course. My neighbor, Mr. Henderson, keeps trying to explain it to his dachshund, Winston. It’s a losing battle. But Broadcom isn’t just talking about it. They’re apparently doing it, and doing it very, very well. Their first-quarter revenue hit $19.3 billion, a 29% jump year over year. That’s a number that even Winston might begrudgingly acknowledge.

Now, before you start envisioning your grandkids inheriting a portfolio full of… well, hammers and nails, let’s be clear. This isn’t some rocket ship fueled by AI and the metaverse. It’s more like a very well-maintained, slightly dusty, but reliably profitable steam engine. And in a world obsessed with digital fluff, that’s… refreshing. It’s the kind of stock your accountant will love. And frankly, a little accountant love goes a long way.

Volume hit 127.7 million shares. That’s a lot of people desperately hoping for a turnaround. A full 28% above their three-month average. It IPO’d way back in 1999, which makes me feel ancient, and has, shall we say, underperformed since then. Down 98%. Ninety-eight percent! It’s the kind of statistic that keeps a dividend hunter up at night, staring at the ceiling, questioning all life choices.

According to a recent SEC filing, Kemnay increased its holdings in MercadoLibre by 1,385 shares during the final quarter of the previous year. The estimated value of this transaction reached $2.91 million. While a notable sum, it represents a fraction of Kemnay’s overall portfolio and, more importantly, a reversal of a prior trend. The fund’s total position now stands at 5,623 shares, an increase of $1.42 million in value, reflecting both market activity and, crucially, a change in assessment.

Last quarter, the Berkshire portfolio didn’t exactly undergo a wholesale revolution, but a few strategic adjustments were made. A spot of selling here, a judicious purchase there. And Chevron, it seems, received a rather substantial boost – a further eight million shares, bringing its share of the Berkshire holdings to a respectable 7.24%. A considerable chunk of the pie, what!