Capital Literature

Tollymore Investment Partners 4Q21 (Part 5)


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Tollymore Investment Partners, 4th Quarter 2021

(Part 5)

Letter by Mark Walker

Companies discussed: $FTCH $NXGPY $HMSB $ASOMY $NEXT $TED.L $OAS $JOUL.L $GYYMF $ASPU

#zara #LABEL #ScionLiving


December 2020: operating systems

March 2021: collecting red flags

June 2021: Tollymore - the next chapter


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