CVS HEALTH CORPORATION

Future Fuel Corporation

Alphabet Inc. Class C Capital Stock

Huntington Ingalls Industries, Inc.

IAC Inc. Common Stock

LKQ Corporation

Mitek Systems, Inc.

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

OppFi Inc.

Bank OZK

PayPal Holdings, Inc. Common Stock

Sprouts Farmers Market, Inc.

Spotify Technology S.A.

Viemed Healthcare, Inc. Common Shares

Warner Bros. Discovery, Inc. Series A Common Stock

World Wrestling Entertainment

Monthly Newsletter 05/17:

Holdings: [$VMD](https://twitter.com/search?q=%24VMD&src=cashtag_click) [$LKQ](https://twitter.com/search?q=%24LKQ&src=cashtag_click) [$IAC](https://twitter.com/search?q=%24IAC&src=cashtag_click) [$SPOT](https://twitter.com/search?q=%24SPOT&src=cashtag_click) [$SFM](https://twitter.com/search?q=%24SFM&src=cashtag_click) [$PYPL](https://twitter.com/search?q=%24PYPL&src=cashtag_click) [$OZK](https://twitter.com/search?q=%24OZK&src=cashtag_click) [$GOOG](https://twitter.com/search?q=%24GOOG&src=cashtag_click) [$CVS](https://twitter.com/search?q=%24CVS&src=cashtag_click) [$HII](https://twitter.com/search?q=%24HII&src=cashtag_click) [$WWE](https://twitter.com/search?q=%24WWE&src=cashtag_click) [$WBD](https://twitter.com/search?q=%24WBD&src=cashtag_click) [$FF](https://twitter.com/search?q=%24FF&src=cashtag_click) [$OPFI](https://twitter.com/search?q=%24OPFI&src=cashtag_click) [$MITK](https://twitter.com/search?q=%24MITK&src=cashtag_click) [$OMAB](https://twitter.com/search?q=%24OMAB&src=cashtag_click)

Topics: Quote, Portfolio Update, Portfolio Discussion, More Books, What’s your “WHY”, & Monthly Munchies.

[https://from100kto1m.substack.com/p/05172022-portfolio-update-monthly?s=w](https://from100kto1m.substack.com/p/05172022-portfolio-update-monthly?s=w)

A great monthly update as always with insightful personal notes :) I've added Modern Monopolies and The Almanack of Naval Ravikant to my reading list. Also really cool that you found the free version of the book on the web. Thanks for sharing Yegor

Joey Hirendernath

Topics: Quote, Portfolio Update, Portfolio Discussion, More Books, What’s your “WHY”, & Monthly Munchies.

https://from100kto1m.substack.com/p/05172022-portfolio-update-monthly?s=w

05.17.2022 Portfolio Update (Monthly Edition)

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

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

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

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

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

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