Henry Reardon - Asymmetric Contrarian
The Business Brew
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The Dillard's - It's Time in the Market, Not Timing the Market
Dillard's is a good data point, right? I'm pretty sure they did as much in EPS as Ted Westler paid for that entity on a per share basis. What an interesting win too. Yeah, well, it's nice to see them monetize the tertiary assets and at least let you know, hey, we're thinking about monetizing these assets should we ever need to.
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