The Specialist vs. Generalist Investor- Who Outperforms?

Last week when I was in Miami, I had drinks with two of my favorite investors, Mark Groner and Jason Smith of Sopris Capital. Jason asked me off the cuff if I would ever consider specializing in investing in specific industries or verticals. The genesis of this question makes sense as Sopris Capital is highly […]

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I get up early, like really early—truly, at an unfathomable hour. As part of my morning ritual, I engage in expressive writing to bring clarity to the labyrinth of my thoughts. Delving into topics encompassing startups, investing, and personal growth. People seem to like it.