Henry Reardon - Asymmetric Contrarian
The Business Brew
I Don't Know What I'm Getting Right, but I've Taken Plenty of Pain
The company ended up being bought by Roche for $192 million, kind of a year and a half after I made the investment. "I don't know to this point how much I was right versus lucky that the company ended upbeing bought," he says. But if the founders really thought that it was a better most trap, the disclosures wouldn't have been as bad as they were,. He adds: "You always got to be careful in markets"
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