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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