LRT Capital 1Q22

LRT Capital, 1st Quarter 2022 Letter by Lukasz Tomicki Companies discussed: $PSA $CIGI $WSO $ABG $RGEN $TPL $PGR $HXL $NOC $MAR $DPZ $WSM $BKNG $EXR 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.