Burford Capital Limited

CVS HEALTH CORPORATION

Meta Platforms, Inc. Class A Common Stock

Future Fuel Corporation

Huntington Ingalls Industries, Inc.

LKQ Corporation

OP Bancorp Common Stock

OppFi Inc.

Opera Limited American Depositary Shares

Old Republic International Corporation

Bank OZK

Sprouts Farmers Market, Inc.

Superior Group of Companies, Inc. Common Stock

Twitter Inc

Viemed Healthcare, Inc. Common Shares

World Wrestling Entertainment

New newsletter 08/23 is out: 

Holdings: $HII $SGC $FF $LKQ $OPFI $WWE $ORI $OZK $FB $SFM $TWTR $CVS $OPBK $BUR $VMD $OPRA

-Portfolio Update
-Importance Of Proper Allocation
-Uncorrelated Correlated Risks
-Weekly Munches

https://from100kto1m.substack.com/p/08232021-portfolio-update-

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“Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great.”- Mark Twain

https://from100kto1m.substack.com/p/08232021-portfolio-update-

08.23.2021 Portfolio Update +

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Yegor