Henry Reardon - Asymmetric Contrarian
The Business Brew
Is There Value in Long Term Investing?
When I was a kid, my grandfather told me that the quality of what you own is more important than how much money you have. And so for me, I like kind of the puzzle aspect of it; Carvana was a great puzzle. So do you want to talk a little bit about your philosophy on the long side? We've mentioned asymmetry a couple times, but curious to hear you talk about where you find it.
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