Henry Reardon - Asymmetric Contrarian
The Business Brew
The Gold Price Was Down 90%, but the Credit Markets Frozen
A couple of years ago, Dillard's was a phenomenal puzzle in terms of a reasonably run, kind of dying, brick and mortar retailer that refused to have quarterly calls. So you can find things in any sector or asset class. I think my first real big investment was during the last financial crisis, the one that maybe you weren't watching as closely,. And that was a gold company of all things.
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