Henry Reardon - Asymmetric Contrarian
The Business Brew
The Dillard's and the Sears Thesis Rhyming
I just kind of wonder if you find like bankers and verticals that are cyclical, whether or not the market kind of misses that sometimes. I'm always fascinated by what happened at Sears because the Dillard's and the Sears thesis rhyme at a very high level. There's a lot of differences between the two and how they manage the business and the decline.
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