Tollymore Investment Partners, 4th Quarter 2021


(Part 4)


Letter by Mark Walker


Companies discussed: $ASPU $FC $GYYMF $SE $FCA $TRUP $TRIP $1GU.F $FTCH




March 2020: Tollymore’s process in a crisis


June 2020: four unpopular opinions


September 2020: profiting from change without predicting it






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