But the truly interesting movements, the subtle shifts in the market’s peculiar anatomy, rarely announce themselves with such vulgar displays. One must peer beneath the surface, past the frantic scribbling of analysts and the pronouncements of self-proclaimed visionaries. And it is there, in the dimly lit corners of 13F filings and the quiet accumulation of shares, that one finds…Trimble (TRMB 1.13%).
The pursuit of profit, however, is rarely aligned with genuine contentment. Companies offering these transient pleasures are, by their very nature, subject to the whims of fortune, rising and falling with the tides of economic circumstance. When the purse strings tighten, it is not necessities that are first abandoned, but these very indulgences. Yet, for those possessed of a long view – or, perhaps, a stubborn refusal to acknowledge the futility of it all – there may lie a chance to profit from the anxieties of others.
A modest sum, perhaps, in the grand scheme of pharmaceutical fortunes. Though, as any seasoned investor knows, it’s not the size of the slice, but the quality of the pie. The weighted average purchase price, a mere $37.15 per share, suggests a degree of foresight. A man who buys low and sells… well, at a reasonable price, is a man to be reckoned with.
Ah, Strategy (formerly MicroStrategy), the poster child of Bitcoin maximalism, is once again dancing on the edge of a razor blade. With Bitcoin’s recent dip into the high-$70,000 range, the company finds itself a paltry 1.8% away from breaking even. Yet, Michael Saylor, the ringmaster of this financial circus, remains unfazed. Even if Bitcoin plunges to $1, he claims, Strategy won’t liquidate. No, they’ll just keep buying-because nothing screams “prudent investment strategy” like doubling down on a sinking ship.
The practice, once commonplace, receded into a quiet obsolescence, only to re-emerge, not as a testament to growth, but as a symptom of a peculiar societal anxiety. The elevated price of a share becomes, in itself, a barrier, a gate kept by an unseen bureaucrat. The split, then, is not an opening of the gate, but the creation of a larger number of smaller, equally illusory keys.
Values derived from the SEC Form 4’s weighted average purchase price of $46.71. Post-transaction valuations, of course, are subject to the whims of the market, a capricious mistress indeed, and calculated using the January 22nd, 2026 closing price.
One approaches this enterprise, this Beyond Meat, with a certain melancholy. It seemed, for a time, a herald of a new sensibility, a response to the age’s anxieties about sustenance and the earth. But now, gazing upon its performance, one is compelled to ask: what has become of that initial fervor?
The rise of the “new energy vehicle” – the electric car and its hybrid kin – has been remarkable. By the first half of 2025, these vehicles comprised over half of all new car sales in China. A revolution, some proclaimed. A bubble, others muttered. The truth, as always, is likely a tortured compromise between the two. It naturally followed, then, that companies like Nio, purveyors of these futuristic machines, would be ripe for investment. A tempting proposition, to pluck a share for less than five dollars. But the market, my friends, is rarely so… straightforward.
Transaction value derived from the SEC Form 4 filing, which, incidentally, is a document filled with numbers. Numbers are, of course, the universe’s attempt at humor.
The price they fetched, mind you, was around $26.75 a share, according to the official paperwork. Seems a fair price, though a body could argue about that ’til the cows come home.