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Tollymore Investment Partners 4Q21 (Part 6)
Tollymore Investment Partners, 4th Quarter 2021
(Part 6)
Letter by Mark Walker
Companies discussed: $VCS $UHAL $NFLX $NXT.L $HFG.DE $RBL.AX $POD $ETSY $AMZN $SHOP $FTCH $FVRR $MPR $GOOG $WINE.LN
#LABEL #Threadless
September 2021: shrinking supply chains
December 2021: shrinking supply chains part II
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 6)
Letter by Mark Walker
Companies discussed: $VCS $UHAL $NFLX $NXT.L $HFG.DE $RBL.AX $POD $ETSY $AMZN $SHOP $FTCH $FVRR $MPR $GOOG $WINE.LN
#LABEL #Threadless
September 2021: shrinking supply chains
December 2021: shrinking supply chains part II
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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