2021 has been my best year in a while with return of +83% (YTD as of 30 Dec). Top 5 contributors: Mall REITS Basket (WPG, MAC, RVI) +48% FB +22% QDEL +21% CXW +14% XRX +8% Only 2 detractors: PAYS -21% VIAC -18% I could feel my style (value + catalyst) performing after few years of struggle. I believe this will continue in 2022 as the world continues to reopen.
congrats on a great year. Think 2022 could be the year of Viacom