
Henry Reardon - Asymmetric Contrarian
The Business Brew
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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.
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