Henry Reardon - Asymmetric Contrarian
The Business Brew
Intrepid Potash
I actually had a similar investment in a company called Intrepid Potash. It still took another probably five or six years and learning the power of incentives as the Russians tried to squeeze out minority shareholders. That's why having that long-term horizon is important in this business. I think unless you have a specific insight, I would say generally you're right.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
