June 2025 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, 13Fs, Shoutout & New Additions to VC Portfolio + much more ...
Quote for this month:
“Having, and sticking to, a true long-term perspective is the closest you can come to possessing an investing superpower.” — Cliff Asness
*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 | OPFI 0.00%↑ - 05 | VMD 0.00%↑ - 05 | SPOT 0.00%↑ - 11
2022 - MITK 0.00%↑ - 01 | WBD 0.00%↑ - 04 | $EVVTY - 09 | $NTDOY - 12
2023 - PYPL 0.00%↑ - 01 | BSM 0.00%↑ - 05 | BUR 0.00%↑ - 09
2024 - (First ???) - 01 | BKTI 0.00%↑ - 04 | BOC 0.00%↑ - 09
2025 - IAC 0.00%↑ - 01* | (Second ???) - 03 |
*IAC 0.00%↑ originally was purchased in 2021, but sold at the end of 2024 for tax loss purposes and re-bought back in 2025.
Complimentary Monthly Commentary - CMC
Since last update I have sold out of ANGI 0.00%↑ and I also sold one of the ??? holdings that I purchased earlier this year.
ANGI was sold because it was spinned out of IAC and after some thinking I decided I do not want to own it, as for the ??? holding - I sold out of it day before earnings as I did not want to go into earnings be it good or bad, I decided it was not large enough for me hold it into earnings and wouldn’t want to DCA into it if earnings were bad, funny enough earnings were good but mentally I do not want to give more mental space/capacity for a holding that is barely 1% of my portfolio. I will give a bit more color on it for paid subscribers as it still might be potentially in play.
A bit more color on portfolio will be provided to paid subscribers…
13Fs
Phil Town - Rule One Fund- Founders Class
Vitaliy Katsenelson - INVESTMENT MANAGEMENT ASSOCIATES INC (IMA)
Notable Investors with no change , only reduction, or no new buys that are over 1% of port:
Greg Alexander - Conifer Management
Clifford Sosin - CAS Investment Partners
Valley Forge Capital Management
Li Lu - Himalaya Capital Management
Josh Tarasoff - Greenlea Lane Capital
Lindsell Train
Shoutout
I been wanting to give a shout-out to Yellowbrick for a while now…. this is not sponsored and no affiliated links.
Yellowbrick is the best source of market-beating stock pitches in the world (taken from Yellowbrick’s X page) and I think Connor (the founder) is not excruciating…
When I get emails from Yellowbrick I might not open them right of way but I damn sure open them within a week or so and I never just delete them, if I cant get to them ASAP I will save them for when I have time.
I read / scan every email that I get from Yellowbricks, mostly looking for write ups on my own companies (to get a feel for what others are saying/thinking about companies that I own), Yellowbrick is very similar to what I do with my BWM so its almost like I’m “sponsoring” my own competitor, but I do not look at it that way. I really believe in win-win-win and what Yellowbrick does benefits everyone.
If you are looking for a good source of new stock ideas then I think you should definitely check out Yellowbrick’s website and also follow him on X.
New Additions to VC Portfolio
I have closed two VC investments within the last 30 days:
Discord
KUTT
Discord is a voice, video, and text communication app used by over two hundred million people to hang out and play games with their friends.
KUTT is a Peer-to-Peer (P2P) social betting platform that allows its users to wager on the outcome of sports, politics, pop culture, finance, and other events in a fun and engaging way.
Check out my other VC investments:
Don’t forget to ❤️ this post. It helps a lot!
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