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Tollymore Investment Partners 4Q21 (Part 3)
Tollymore Investment Partners, 4th Quarter 2021
(Part 3)
Letter by Mark Walker
Companies discussed: $UBER $GRUB $TRIP $WSFG $CAC
June 2019: the rise of the platform and implications for owners
September 2019: incentives, wealth, and happiness
December 2019: three decisions
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
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By Capital Literature by @sebidscapTollymore Investment Partners, 4th Quarter 2021
(Part 3)
Letter by Mark Walker
Companies discussed: $UBER $GRUB $TRIP $WSFG $CAC
June 2019: the rise of the platform and implications for owners
September 2019: incentives, wealth, and happiness
December 2019: three decisions
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
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