Henry Reardon - Asymmetric Contrarian
The Business Brew
Investing in a Subprime Lender
I'm just kind of curious when it all clicked and then how you thought about putting on the position. I assume the stock went against you a little bit, just kind of how you managed through that. And then when you felt like it was time to press the bet? Yeah. So I'll walk you through kind of the genesis of the thesis and my time with it. It's an opportunistic value oriented investor that tends to go where there's sectors, securities or asset classes that are out of favor, where there's blood in the water.
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