CVS HEALTH CORPORATION

Warner Bros.Discovery Inc - Series C

Future Fuel Corporation

Huntington Ingalls Industries, Inc.

IAC Inc. Common Stock

LKQ Corporation

Grupo Aeroportuario del Centro Norte S.A.B. de C.V

OppFi Inc.

Opera Limited American Depositary Shares

Bank OZK

PayPal Holdings, Inc. Common Stock

Sprouts Farmers Market, Inc.

Spotify Technology S.A.

Twitter Inc

Viemed Healthcare, Inc. Common Shares

I decided to do a quick update on portfolio given whats going in the market & the changes that happen with-in the last week

Current Holdings: [$HII](https://twitter.com/search?q=%24HII&src=cashtag_click) [$LKQ](https://twitter.com/search?q=%24LKQ&src=cashtag_click) [$FF](https://twitter.com/search?q=%24FF&src=cashtag_click) [$IAC](https://twitter.com/search?q=%24IAC&src=cashtag_click) [$SFM](https://twitter.com/search?q=%24SFM&src=cashtag_click) [$OZK](https://twitter.com/search?q=%24OZK&src=cashtag_click) [$WWEK](https://twitter.com/search?q=%24WWEK&src=cashtag_click) [$VMD](https://twitter.com/search?q=%24VMD&src=cashtag_click) [$PYPL](https://twitter.com/search?q=%24PYPL&src=cashtag_click) [$SPOT](https://twitter.com/search?q=%24SPOT&src=cashtag_click) [$TWTR](https://twitter.com/search?q=%24TWTR&src=cashtag_click) [$CVS](https://twitter.com/search?q=%24CVS&src=cashtag_click) [$OMAB](https://twitter.com/search?q=%24OMAB&src=cashtag_click) [$OPRA](https://twitter.com/search?q=%24OPRA&src=cashtag_click) [$OPFI](https://twitter.com/search?q=%24OPFI&src=cashtag_click) [$DISCK](https://twitter.com/search?q=%24DISCK&src=cashtag_click)

Read more:

[https://from100kto1m.substack.com/p/random-update-1242022](https://from100kto1m.substack.com/p/random-update-1242022)

We do not have similar strategies, but this resonated with me.

"I really have no clue what’s going on. Lets be honest we all knew this was coming. Some tried to time it, others tried to ignore it. It doesn’t matter.

What matters is what you are buying (aka quality of the businesses) and the prices you are paying for those businesses."

Reasonable Yield

"Buy when there's blood in the streets, even if the blood is your own."

https://from100kto1m.substack.com/p/random-update-1242022

Portfolio (urgent) Update 1/24/2022

https://twitter.com/search?q=%24CVS&src=cashtag_click

https://twitter.com/search?q=%24DISCK&src=cashtag_click

https://twitter.com/search?q=%24FF&src=cashtag_click

https://twitter.com/search?q=%24HII&src=cashtag_click

https://twitter.com/search?q=%24IAC&src=cashtag_click

https://twitter.com/search?q=%24LKQ&src=cashtag_click

https://twitter.com/search?q=%24OMAB&src=cashtag_click

https://twitter.com/search?q=%24OPFI&src=cashtag_click

https://twitter.com/search?q=%24OPRA&src=cashtag_click

https://twitter.com/search?q=%24OZK&src=cashtag_click

https://twitter.com/search?q=%24PYPL&src=cashtag_click

https://twitter.com/search?q=%24SFM&src=cashtag_click

https://twitter.com/search?q=%24SPOT&src=cashtag_click

https://twitter.com/search?q=%24TWTR&src=cashtag_click

https://twitter.com/search?q=%24VMD&src=cashtag_click

https://twitter.com/search?q=%24WWEK&src=cashtag_click

Portfolio Update 1/24/2022

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