Ariel Appreciation Fund Q3 2025 Commentary

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**Ariel Appreciation Fund Q3 2025 Commentary**
*By Ariel Investments*

The Ariel Appreciation Fund advanced +9.51% in the third quarter, significantly outperforming the Russell Midcap Value Index’s +6.18% gain and the +5.33% return posted by the Russell Midcap Index.

**Top Contributor**
Resideo Technologies was the top contributor in the quarter, driven by strong earnings and a subsequent raise in guidance.

**Investment Approach**
Our pro-cyclical positioning reflects bottom-up conviction in undervalued businesses rather than reliance on macroeconomic forecasts.

**Market Overview**
U.S. equities advanced meaningfully in Q3, propelled by the Federal Reserve’s first rate cut of the year, robust corporate earnings growth, and broadening market participation. Investor enthusiasm for artificial intelligence continued to drive outsized gains in technology, particularly among select high-performing companies.

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**About Ariel Investments**
Ariel Investments, LLC is a global value-based asset management firm founded in 1983, with more than four decades of experience. Headquartered in Chicago, Ariel also has offices in New York City, San Francisco, and Sydney, Australia.

Ariel serves both individual and institutional investors through five no-load mutual funds and eleven separate account strategies.

**Our Core Values**
– Active Patience®
– Independent Thinking
– Focused Expertise
– Bold Teamwork

Ariel Investments models these values in all aspects of their operations.

For inquiries or communication, please use Ariel Investments’ official channels.

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https://seekingalpha.com/article/4835191-ariel-appreciation-fund-q3-2025-commentary?source=feed_all_articles

Charles Barkley trolls 76ers’ VJ Edgecombe for lack of home decor

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The Philadelphia 76ers are off to a scorching 4-0 start, powered by their explosive backcourt duo of Tyrese Maxey and rookie sensation VJ Edgecombe. While the team’s on-court performance has been impressive, Hall of Famer Charles Barkley recently shifted the spotlight away from basketball to something a bit more domestic—Edgecombe’s interior design choices.

During a recent ESPN segment, Barkley humorously took a jab at the No. 3 pick after noticing the bare walls of Edgecombe’s apartment during the interview. Turning to Maxey, Barkley suggested the veteran should step up and help his young teammate furnish his place.

“You know, my question is for you. You got paid, and you earned it. Why don’t you buy the young guy some stuff to put on his d**n wall?” Barkley asked. “Because you got all these nice-ass paintings. He’s got just regular white walls. Come on, man. If you’re going to be a vet, lead by example. Buy that man something to put on the wall.”

The rookie was clearly amused by the banter, responding with a lighthearted, “Thank you, Chuck.”

Maxey defended himself, pointing out that Edgecombe isn’t exactly struggling financially. “Listen, let me tell you something. Number three pick, number three pick,” Maxey fired back. “He’s got Adidas on his chest. They’re going to make sure he’s alright, I’m telling you. Everything else? I got him though. He knows I got him.”

This playful exchange highlights the chemistry between the 76ers’ dynamic backcourt duo.

Edgecombe has delivered on the court from day one, dropping 34 points in his debut against Boston. That performance ranks third all-time for a rookie’s first game, trailing only Wilt Chamberlain and Frank Selvy. Through four games, he’s averaging 22.3 points while leading the league’s rookie leaderboard.

His four-year rookie contract is worth roughly $50.4 million, with a first-year salary of $11.1 million. Add in his Adidas endorsement deal that Maxey mentioned, and it’s clear the walls will likely remain bare by choice, not budget.

For now, Edgecombe’s walls can stay bare. At this rate, he’ll have plenty of accolades to decorate them soon enough.
https://clutchpoints.com/nba/philadelphia-76ers/76ers-news-charles-barkley-troll-vj-edgecombe

Tom Holland’s $880 Million Marvel Movie With Batman Himself Coming To Prime Video

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Prime Video has announced the streaming date for one of its most anticipated Marvel superhero films starring Tom Holland. The highly awaited release marks the movie’s official streaming debut on the platform, following its acclaimed theatrical run, strong global box office performance, and lasting popularity among fans.

**Spider-Man: Homecoming to Begin Streaming on Prime Video in November**

Starting November 1, 2025, Prime Video will add *Spider-Man: Homecoming* to its catalog. The 2017 Marvel Studios and Sony Pictures film is part of Prime Video’s exciting new monthly releases. It will arrive alongside popular titles such as *Good Will Hunting*, *Vertigo*, and *A Beautiful Mind*, expanding Amazon’s lineup with several major additions for the month.

Directed by Jon Watts, *Spider-Man: Homecoming* stars Tom Holland as Peter Parker. The film follows a high school student who must balance teenage life with his role as the young superhero Spider-Man. Under the mentorship of Tony Stark, played by Robert Downey Jr., Parker learns to manage his dual identity while facing new challenges.

The cast also includes Michael Keaton as Adrian Toomes (the Vulture), Zendaya as Michelle, Marisa Tomei as May Parker, and Jacob Batalon as Ned Leeds. This movie is the sixteenth film in the Marvel Cinematic Universe (MCU) and marks Spider-Man’s first solo appearance after debuting in *Captain America: Civil War* (2016).

Produced by Columbia Pictures, Marvel Studios, and Pascal Pictures, the film earned more than $880 million worldwide following its release on July 7, 2017. The screenplay was written by Jonathan Goldstein, John Francis Daley, Jon Watts, Christopher Ford, Chris McKenna, and Erik Sommers.

**Additional Titles Coming to Prime Video in November**

Alongside *Spider-Man: Homecoming*, Prime Video subscribers can enjoy Amazon Originals like *Playdate* (releasing November 12) and *The Mighty Nein* (releasing November 19). Other notable additions for November include *Baywatch* (2017), *The Iron Claw* (2023), and *Mickey 17* (2025).

Subscribers with an active Amazon Prime membership will be able to stream *Spider-Man: Homecoming* at no extra cost starting November 1, 2025. Don’t miss this chance to revisit the thrilling origins of Tom Holland’s beloved Spider-Man on Prime Video.
https://www.comingsoon.net/movies/news/2052496-spider-man-homecoming-streaming-release-date-prime-video

Trey Yesavage’s girlfriend Taylor Frick drops 2-word message after Blue Jays pitcher makes World Series history with 12 Ks

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The Toronto Blue Jays are just one win away from clinching their first World Series title in more than three decades.

This milestone comes after a historic performance by rookie sensation Trey Yesavage, who played a pivotal role in their recent success against the Los Angeles Dodgers.

Fans and analysts alike are eagerly anticipating the Blue Jays’ chance to secure the championship and bring home the coveted title.
https://www.sportskeeda.com/baseball/news-trey-yesavage-s-girlfriend-taylor-frick-drops-2-word-message-blue-jays-pitcher-makes-world-series-history-12-ks

Ole Miss students celebrate ‘once-in-a-lifetime’ night with Erika Kirk and JD Vance

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Students braved cold and rainy weather at The University of Mississippi to attend the “This Is The Turning Point” tour stop hosted by Turning Point USA (TPUSA). The event featured Vice-President J.D. Vance and Erika Kirk, widow of Turning Point founder Charlie Kirk, who now serves as CEO of TPUSA.

The crowd began forming early in the morning outside The Pavilion at Ole Miss and stretched across the campus. Many students wore MAGA hats and “Freedom” shirts as a tribute to the slain founder, Charlie Kirk.

Fox News Digital spoke with attendees about their reasons for coming and their support for J.D. Vance and TPUSA. Ole Miss student Nicholas called the event a “once-in-a-lifetime opportunity,” noting, “We’re honoring Charlie Kirk and his message to the world, and I think that it’s really important as a student to stand for what you believe in. That’s why I’m here, and we’ve been standing in the rain.”

Another student added, “I’m here because I joined the club at the beginning of the school year, and I just want to support the movement.” Others expressed excitement about seeing the speakers. Grant said, “I’m so excited to see J.D. Vance and Erika.” Jack remarked, “We’re all very excited to see J.D. Vance. He could be the next president.”

TPUSA spokesman Andrew Kolvet shared on X (formerly Twitter) that over half of the student body—14,000 of 27,000 students—registered for the event, alongside 13,000 adults who could not be accommodated due to venue capacity limits.

The event highlighted the continued influence and enthusiasm surrounding Turning Point USA at Ole Miss and beyond.
https://www.foxnews.com/media/ole-miss-students-celebrate-once-in-a-lifetime-night-erika-kirk-jd-vance

Willdan Group: Benefiting From The Surge In Data Centers And Electric Infrastructure

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**Willdan Group, Inc. (WLDN) Stock Analysis – October 29, 2025**

*By: 733 Followers*

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### Summary

Willdan Group, Inc. (WLDN) is rated a **Buy** with a $120 price target, implying a 25% upside driven by strong demand related to energy and AI sectors. In Fiscal Quarter 2 of 2025, WLDN delivered a double-beat performance with revenue up 23% and earnings per share (EPS) nearly tripling, reflecting robust growth on both the top and bottom lines.

Despite trading at a premium forward price-to-earnings (P/E) ratio, WLDN appears undervalued on a price/earnings-to-growth (PEG) basis. Future growth prospects in data centers and electrification initiatives support further upside potential. The company is well-positioned to benefit from rising U.S. electricity demand and a booming AI data center market, justifying a bullish outlook.

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### Company Overview

Willdan Group, Inc. (WLDN) is an industrial company providing technical, professional, and consulting services to both public and private sectors. Its expertise spans energy, engineering, and consulting, with a strong focus on energy efficiency, grid modernization, and various engineering projects.

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### Author’s Background

Dear Reader,

I am a Senior Derivatives Expert with over 10 years of experience in asset management, specializing in equity analysis, macroeconomics, and risk-managed portfolio construction. My professional background includes advising and implementing multi-asset strategies for both institutional and private clients, with a primary focus on equities and derivatives.

Like you, I am a stock market enthusiast. My core passion lies in understanding how macroeconomic trends influence asset prices and investor behavior. I closely monitor EU and US central bank policies, sector rotation, sentiment dynamics, and construct actionable investment strategies.

I hold a BA in Financial Economics and an MA in Financial Markets. Over the past decade, I have navigated various market conditions, which I consider my practical PhD.

One of my key goals in writing for Seeking Alpha is to share insights with fellow investors, exchange ideas, and collectively improve our investment acumen. I believe investing should be accessible, inspiring, and empowering. Though it may sound cliché, this approach is invaluable. Let’s help each other build confidence in long-term investing.

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### Disclaimer

The analysis and opinions shared in this article are for informational purposes only and should not be considered financial advice. Please conduct your own research before making investment decisions.

Thank you and have a lovely day!

Best regards,
*733 Followers*

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### Analyst’s Disclosure

I/we have no stock, option, or similar derivative positions in any companies mentioned but may initiate a beneficial long position through stock purchase or call options in WLDN within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation outside of Seeking Alpha. I have no business relationship with any companies mentioned.

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### Seeking Alpha’s Disclosure

Past performance is no guarantee of future results. No recommendation or advice is being given regarding the suitability of any investment. Views expressed may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Its analysts include both professional and individual investors who may not be licensed or certified by any regulatory body.

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https://seekingalpha.com/article/4835145-willdan-group-stock-benefiting-from-surge-data-centers-and-electric-infrastructure?source=feed_all_articles

Hija de Rosie O’Donnell es condenada a prisión por violar su libertad condicional

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De acuerdo con un funcionario del Tribunal de Tratamiento de Adicciones del Condado de Marinette, Wisconsin, la joven de 28 años incumplió su orden judicial debido a acusaciones de agresión sexual y a la falta de progreso en su programa de rehabilitación por drogadicción.

“Los hechos relacionados con esta solicitud han sido revisados por el equipo del Tribunal de Tratamiento de Drogas del Condado de Marinette y se han considerado suficientes para justificar la expulsión del Programa del Tribunal de Tratamiento de Drogas”, detalla el documento.

La Oficina del Sheriff del Condado de Marinette confirmó que Chelsea permanece bajo custodia desde el 9 de septiembre y será trasladada al Centro Correccional de Taycheedah, una prisión de mediana seguridad ubicada en Wisconsin.

### Un historial de problemas legales y adicción

En enero de 2025, Chelsea O’Donnell había sido sentenciada a seis años de libertad condicional como parte de un acuerdo con la fiscalía, tras enfrentar tres arrestos consecutivos por posesión de drogas y negligencia infantil.

Como parte del acuerdo, se retiraron algunos cargos y se suspendió una sentencia de 18 meses de prisión, bajo la condición de que cumpliera estrictamente su programa de tratamiento y mantuviera absoluta sobriedad.

Sin embargo, Chelsea incurrió en múltiples infracciones, entre ellas la falta a citas obligatorias, violaciones menores del tribunal y problemas relacionados con su medicación. Estas situaciones derivaron en la revocación de su libertad condicional y su ingreso a prisión.

### Reacción de Rosie O’Donnell

Rosie O’Donnell, quien actualmente reside en Irlanda junto a su hijo menor, Clay, de 12 años, emitió un comunicado expresando su pesar por la situación de su hija adoptiva.

“Siento compasión por quienes luchan contra la adicción; Chelsea nació en un entorno de adicción y ha sido un camino doloroso para ella y sus hijos. Continuamos amándola y apoyándola en estos momentos tan difíciles. Agradecemos sus oraciones”, declaró la comediante al medio.

Chelsea fue adoptada en 1997 por Rosie O’Donnell y su entonces esposa, Kelli Carpenter. Desde su adolescencia ha enfrentado diversos problemas legales y personales vinculados a su lucha contra las adicciones.

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**Sigue leyendo:**
– [Rosie O’Donnell reveló por qué Keanu Reeves fue uno de sus “peores” invitados en ‘The Rosie O’Donnell Show’]
– [Rosie O’Donnell solicita la ciudadanía irlandesa tras enfrentamiento con Donald Trump]
https://eldiariony.com/2025/10/29/hija-de-rosie-odonnell-es-condenada-a-prision-por-violar-su-libertad-condicional/

Brit Hume Identifies Big Concern Lower-Income Americans Have About Imported Chinese Goods

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Fox News chief political analyst Brit Hume said Wednesday that rising prices on Chinese imports are hitting low-income families hardest as tariffs remain in place. President Donald Trump is pushing to secure a comprehensive trade pact with Chinese President Xi Jinping ahead of their Oct. 30 meeting.

Appearing on “Special Report with Bret Baier,” Hume said trade talks with Beijing could determine whether families see any relief.

“Economically, there’s almost equal concern, it seems to me, about whether we’re going to come to the kind of understandings with China where we’ll be able to lift these tariffs,” Hume told Bret Baier. “These imported Chinese goods are going up like crazy in price. And people, particularly lower-income people, are feeling that there’s no doubt about that. And it contributes to the sense that people have that inflation is not yet under control.”

Research by the Federal Reserve Board found that tariffs on Chinese imports implemented from February through March 2025 have already pushed up consumer goods prices by about 0.3% and added roughly 0.1% to core PCE inflation.

A report from The Budget Lab at Yale University estimates that the 2025 U.S. tariffs imply a short-run price increase of about 1.3%, costing the average household around $1,800 in 2025 dollars and disproportionately affecting lower-income households.

Hume said the U.S. is right to remain wary of Beijing’s promises, adding that China has repeatedly broken trust in the past.

“China has not proved trustworthy on many occasions in the past. And it’s right to worry about that. If some progress is met against fentanyl, that’ll be a good thing for all kinds of reasons,” Hume said.

Trump has hailed a breakthrough ahead of his meeting with Xi Jinping, but experts told the Daily Caller News Foundation that Beijing’s track record of unkept promises should make him cautious about sealing the deal.

“The big thing that Trump needs to keep in mind is that no deal is going to be better than a bad deal,” Michael Sobolik, senior fellow at the Hudson Institute, told the Daily Caller News Foundation. “There is going to need to be some level of American resolve brought into this relationship with China, because as the president has said, they have exploited Americans for years, and changing that is going to be about more than just making sure they buy our goods.”

Trump said the U.S. and China are close to finalizing a deal, with Treasury Secretary Scott Bessent confirming that a planned 100% tariff hike on Chinese goods has been called off following talks in Kuala Lumpur.

Earlier this month, Trump unveiled plans to double tariffs on Chinese goods in response to Beijing’s tightened restrictions on rare earth export materials crucial for producing everything from computer chips to military aircraft.

The U.S. depends on China for the vast majority of its rare earth supply, with Beijing dominating more than 90% of global production and refining.

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All content created by the Daily Caller News Foundation, an independent and nonpartisan newswire service, is available without charge to any legitimate news publisher that can provide a large audience. All republished articles must include our logo, our reporter’s byline, and their DCNF affiliation.

For any questions about our guidelines or partnering with us, please contact licensing@dailycallernewsfoundation.org.
https://dailycaller.com/2025/10/29/brit-hume-lower-income-americans-concern-chinese-imports/

“This team hasn’t had a challenge like that in a while”- Dani Busboom Kelly opens up about Nebraska Volleyball’s match against Wisconsin

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**Nebraska Volleyball Head Coach Dani Busboom Kelly Previews Key Match Against Wisconsin Badgers**

The Nebraska Cornhuskers volleyball team is gearing up to face off against the Wisconsin Badgers tomorrow at the UW Field House in Madison, Wisconsin. In a recent press conference, head coach Dani Busboom Kelly shared insights about the much-anticipated matchup and the team’s strategy.

Despite Nebraska having won all three matches against Wisconsin last season, Coach Kelly emphasized that the Huskers are not taking the upcoming game lightly. When asked if the team is ready, she responded,

*“Feels like they are hungry and just excited to play in a crazy environment and, you know, take on another great player. I think it’s always fun to, um, go into a match, you know, hoping to perform at a high level and be able to slow somebody down. Um, but you know, I also think this team hasn’t had a challenge like that in a while. So, you know, hopefully it doesn’t come out that we’ve been complacent or that, you know, we need this.”* [00:31 onwards]

The Nebraska Volleyball team is currently on an impressive winning streak, having secured 20 consecutive victories this season. Even more remarkable is that the last 11 games were clean sweeps, with the Huskers not conceding a single set.

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**Rebekah Allick Highlights Nebraska’s Drive for a National Championship**

Nebraska player Rebekah Allick recently spoke about the team’s ultimate goal: reclaiming the NCAA Championship. The Cornhuskers haven’t won the national title since 2017, and Allick stressed that the current winning streak means little without securing the championship.

In a pre-game press conference, Allick reflected on the team’s perspective:

*“It’s an accolade, but it’s nothing more than an Instagram post. It doesn’t decide if you won the national championship or a conference title or anything. Becoming fixated on the outcome has never ever worked in anyone’s favor. So just staying in the moment is huge. And a big takeaway that I have from John Cook, like just coaching me over the last few years, he almost used to come with a little bit of an attitude when we were ranked number one. He was like, ‘So you think you guys can just coach this week because you’re ranked number one?’”*

Since their last NCAA Championship win in 2017, the Nebraska Cornhuskers have come agonizingly close on three occasions, finishing as runners-up in 2018, 2021, and 2023.

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With momentum on their side and a focused mindset, the Nebraska Cornhuskers aim to continue their dominance and push closer to their championship aspirations as they take on the Wisconsin Badgers tomorrow. Fans can expect a thrilling showdown at the UW Field House.
https://www.sportskeeda.com/us/olympics/news-this-team-challenge-like-while-dani-busboom-kelly-opens-nebraska-volleyball-s-match-wisconsin