
Quote, Portfolio, Complimentary Monthly Commentary, Earnings, Events, New 13Fs and more …
I been mostly posting on Substack/Notes but I figured I would give it a trying and try posting on Reddit to try to e-meet more long term like minded investors
Some of the companies that I own are:
$BKTI $ONFO $NTDOY $IAC $PYPL $BSM $WBD $BOC $BUR $LKQ $GRVY $MITK $VMD $SFM
If anyone got anything to share on these or just wants to throw some ideas around, let me know
https://www.from100kto1m.com/p/november-2025-portfolio-update
Posted by From100kto1mm