11.16.2021 Portfolio Update (Weekly Edition)

Topics for this Week: Portfolio Update, Commentary, $OPFI Earnings, 13Fs, and some Deep Dives.

I really thought I would break $250,000 mark this week (at one point got close to over $249ish) but with some pull back in $OPFI that didn’t happen (sad)(but not really).

Few things to discuss this week, I will start of by saying that I have transferred my deep dives of $VMD and $IAC to this newsletter.

If you haven’t read them yet, please see links below:

IAC/InterActiveCorp ($IAC) Deep Dive

VieMed ($VMD) Deep Dive

They will only be available for paid subscribers.

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