July 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Planet MicroCap, Private Investment, Books, and more ...
“Don’t take advice from someone who has never done what you are about to do.” - Ian Cassel
*Portfolio*
*I am NOT a financial advisor. I’m sharing my investing journey. Not investment advice. Do your own research.*
Portfolio (Basic):
Holding since:
2020 - LKQ 0.00%↑ - 03
2021 - SFM 0.00%↑ - 03 | VMD 0.00%↑ - 05
2022 - $NTDOY - 12
2023 - PYPL 0.00%↑ - 01
2024 - BKTI 0.00%↑ - 04 | BOC 0.00%↑ - 09
2025 - IAC 0.00%↑ - 01* | GRVY 0.00%↑ - 08 | $CR?? - 08 | $CR?? - 10 | ONFO 0.00%↑ - 10 | $EVVTY - 11 | FC 0.00%↑ - 12
2026 - MITK 0.00%↑ - 02* | $DE?? - 03 | $M?? - 03 | $P??? - 06 | $N?? - 06 | $AC?? - 06
*IAC originally was purchased in 2021, but sold at the end of 2024 for tax loss purposes and re-bought back in 2025.
*EVVTY originally was purchased in 2022, but sold at the end of 2025 for tax loss purposes and re-bought back in 2025.
*MITK originally was purchased 2022, but sold at the end of 2025 for tax tax loss purposes and re-bought back in 2026.
Complimentary Monthly Commentary - CMC
Before going into the portfolio, I want to do small announcement:
Moving forward I will be limiting access to my Monthly Portfolio Updates to show only * Portfolio * and everything below it will go behind paywall. You will still see the holdings and amounts but more of commentary and other things will go behind paywall. Reason for it is - it takes time from my day to day to do this (especially as my girls are growing and requiring more of my time) doing commentary for free and paid just takes too much time to some times that requires me having to update things "twice".
If you want to support me and give it a try, you can subscribe for one year at 50% discount
I have initiated a new position that I will discuss a bit more later on for paid subs.
I’m also revealing one of my holdings that was not fully discussed before and that is Franklin Covey - FC 0.00%↑
Previously did a quick write up on it
Franklin Covey Co. ($FC)
Hello and welcome to Audio Dive Dive and One Pager/Write Up on Franklin Covey.
Another news to share is that Onfolio has initiated LOI with Paramount Helium which is why I think the stock been tanking lately … Onfolio and Paramount Helium have until July 24th to get the deal closed or its a no go - really out of the blue and something that I’m not in the best mood about and monitoring closely as it develops.
FC and EVVTY earnings:
Moving on GRVY finally announced they will be doing dividend the problem is we don’t know when and how much but at least we are moving in the right direction. Also on GRVY note, Ragnarok:Rebirth came out in N/A and I been doing some “due diligence” on it so that might have also something to do with why the monthly update come out a few days later…
Lastly there has been another shot at PYPL to get taken out at a lowball price by Stripe which I really think is a nothingburger unless Stripe and its partners go at least $70-80 per share … why that? I really don’t know (at 70-80 we at least getting around at least 70 billion, while at the 60 that they offered it just feels like there is too much pain and I don’t think CEO is incentivized to for anything below $75) just throwing a random price which is what everyone else do except they give you some fancy bullsh@t reason…
Planet MicroCap Conference in Las Vegas
This was my second time at Planet Microcap in Las Vegas and although this trip was shorter then last years, I still had a blast and there was a lot of companies that if it wasn’t for PlanetMicroCap I would probably didn’t check them out and would probably not heard of them until it would be late (if you know what I mean). I’m going to try to get to the one in Canada for next year.
Here are the presentations from a few of my favorite ones:
You can watch the rest of in playlist that Planet Micro Cap has created on their YouTube channel
Private Investment getting traction
One of my private investment companies - Aries are in beta testing…
If you want to check it out, use my link here or just check it out below
Books
I realized that my descriptions of the books that I read may not always give them full credit as when I read these books and when I write about them, I only share one or two things that really stand out to me. So I have decided to also include a quick short description from Goodreads (no affiliations) so that way you get my thoughts but also more generic description to get a better feel for the books and in so hopefully adding them to your “to-read-list”.
This time around I finished four audiobooks:
The Memoirs of Walter J. Schloss: A Practical Guide to Life and Value Investing by Walter J. Schloss
YZ:
This short listen goes over life of Walter Schloss and his investing, I thought it was a nice quick listen on Mr Schloss’s life and although he did great for his period I think his style wouldn’t really work now (that is why he stopped/closed fund 2000-2003 … he did say so himself) with that said, I think a lot of us could learn about being humble from Mr Schloss.
“Play your own game and to your own advantage and if either of those go away, either try to evolve or stop, there is no shame in that.”
Novel Investor:
Walter Schloss shares stories and lessons from his life growing up in New York, getting his first job on Wall Street, enlisting in WWII, returning to work for Ben Graham, and successfully running his own partnership for 47 years.
I give it 4 out of 5 stars.
The Compounders: From Small Acquisitions to Giant Shareholder Returns by Adnan Hadžiefendić, Dybvad Oddbjorn, and Kjetil Nyland
YZ:
Actually while listening to The Holdco Guide I started to read physical book The Compounders but then I found copy of it on Audible and switched to audio. Great book to learn about Nordic Acquirers (and a few others) and just in general to learn what makes great compounders and to learn that there are many different ones. My main takeaway was that the most important is proper metrics / management / and some kind of niche.
Goodreads:
Every investor has heard of Warren Buffett, Charlie Munger, and Berkshire Hathaway. But what if there were other firms flying under the radar and taking their investing strategy to the next level—using powerful principles and techniques that you can learn from right now?The Compounders introduces these remarkable companies to a wider audience for the first time. Discover a select group of high-performing conglomerates, led by exceptional capital allocators. These firms, operating decentralized structures in fragmented markets, redefine acquisitive growth. Unlike conventional roll-ups or turnarounds, they target smaller private businesses, often family owned, with a precise, data-driven acquisition process. And while private market investors, they are publicly listed—avoiding the usual constraints of private equity.
At the heart of these organisations lies an astonishing reinvestment engine that seamlessly bridges top-tier capital allocation and the entrepreneurial drive of decentralized autonomy.
The Compounders reveals nine of these overlooked publicly traded conglomerates from around the world, united by a common vision of top-tier value creation—and explores in depth how these companies consistently outperform industry giants like Berkshire Hathaway and major stock market indexes.
Discover the strategies, learn from the success stories, and unlock the secrets of investing in acquisition-driven compounders—where diversity, resilience and scale come together to produce unmatched financial success.
I give it 5 out of 5 stars.
Never Enough: From Barista to Billionaire by Andrew Wilkinson
YZ:
There are a few ways to learn about someone … you could ask them personally, learn about them from others, or you could read/listen to their autobiography. I mostly knew of Andrew Wilkinson from “others” aka twitter … which to be honest not always the best source, which brought me to wanting to learn more about Andrew since he took Tiny public and my interest in Daily Journal.
Before you judge someone from words of others, try to learn from the original source and no matter what anyone says Andrew has an interesting story … from meeting Steve Jobs at 15 to meeting/having dinner-lunch with Charlie Munger - Bill Ackman and taking Tiny public (lets not get into the performance). Social media or media in general will always magnify the good and the bad (that’s what they - did do and will continue do in the future) and after listening to the book (even though it sounded at times a bit glorifying) I have a bit different (in a good way) perspective on Andrew Wilkinson.
Goodreads:
Andrew Wilkinson, touted as the Warren Buffett of tech, pulls back the curtain on the lives of the ultra-rich in this memoir outlining Wilkinson’s rapid rise from barista to successful entrepreneur.
Readers will get fresh insights into building a successful business and a surprising, first-person account of what it’s actually like to become a billionaire.
By the age of thirty-five, Andrew Wilkinson had built a business worth over a billion dollars, but his path to success was anything but a straight line. Never Enough shares both the lessons Wilkinson has learned as well as the many mistakes made on the road to wealth—some of which cost him money, happiness, and important relationships.
Taking a “no secrets” approach to the story billionaires rarely tell, Wilkinson is unwaveringly honest about some of the unexpected downsides of wealth. Money’s toxic effect on personal relationships, how the lifestyles of the rich and famous aren’t all they’re cracked up to be, and how competition with peers leaves everyone—even billionaires—feeling like they never have enough.
In this rare and deeply honest glimpse into the life of a billionaire, Wilkinson examines not only his journey to nine zeros but also what comes after that pinnacled number—something, as Wilkinson has come to realize, that money can’t buy.
I give it 4 out of 5 stars.
The Anxious Generation: How the Great Rewiring of Childhood Is Causing an Epidemic of Mental Illness by Jonathan Haidt
YZ:
This one is a bit different from others… and I would say this one is the most important listen from all others, because it hits somewhere where investing (no matter how much I love it) will not be and that’s the first place which goes to my family/my kids. I realized that I can multitask at a lot of things but one thing I cant multitask at is raising kids and doing other things. For my kids that’s all I must do (one thing at a time) otherwise I don’t give it my 100% and as my girls are growing day by day - year by year I must give them more of my attention, which brought me to this book as my oldest recently (ish) turned 8 and some of her friends are using phones (some of them were using phone/tablet before five) my girl only recently started using iPad and nothing else.
I (and a lot of you guys and gals) grew up right in the middle between two crucial generations when it comes to tech but my kids and your kids (and your future kids) will not have the same conscious luxury as we had.
As much as I think internet is awesome, there are things on it that are NOT awesome for kids and current tech with its advantages - are actually creating more disadvantages for this and next generations - unless we change the way we deal with tech on day to day basis.
If you have kids or if you are planning kids … I think this book is a must read/listen … and even if your kids are already grown up I think this is worth everyone’s time to get educated on what’s going on with current generations mental health and why kids are (probably / most likely) the way they are right now…
Goodreads:
From New York Times bestselling coauthor of The Coddling of the American Mind, an essential investigation into the collapse of youth mental health—and a plan for a healthier, freer childhood
After more than a decade of stability or improvement, the mental health of adolescents plunged in the early 2010s. Rates of depression, anxiety, self-harm, and suicide rose sharply, more than doubling on many measures. Why?
In The Anxious Generation, social psychologist Jonathan Haidt lays out the facts about the epidemic of teen mental illness that hit many countries at the same time. He then investigates the nature of childhood, including why children need play and independent exploration to mature into competent, thriving adults. Haidt shows how the play-based childhood began to decline in the 1980s, and how it was finally wiped out by the arrival of the phone-based childhood in the early 2010s. He presents more than a dozen mechanisms by which this great rewiring of childhood has interfered with children’s social and neurological development, covering everything from sleep deprivation to attention fragmentation, addiction, loneliness, social contagion, social comparison, and perfectionism. He explains why social media damages girls more than boys and why boys have been withdrawing from the real world into the virtual world, with disastrous consequences for themselves, their families, and their societies.
Most important, Haidt issues a clear call to action. He diagnoses the collective action problems that trap us, and then proposes four simple rules that might set us free. He describes steps that parents, teachers, schools, tech companies, and governments can take to end the epidemic of mental illness and restore a more humane childhood.
Haidt has spent his career speaking truth backed by data in the most difficult landscapes—communities polarized by politics and religion, campuses battling culture wars, and now the public health emergency faced by Gen Z. We cannot afford to ignore his findings about protecting our children—and ourselves—from the psychological damage of a phone-based life.
I give it 5 out of 5 stars.
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