niche investing
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 2, 2024 by Chris Heller · across every show →
Everything said about niche investing, oldest first
Dec 2, 2024 positive
Heller: Unscalable operational friction and bespoke structuring create niche investing's moat
“Our business is not super scalable. By definition, if we've got twenty billion dollars in a fund, we're not doing niche things anymore. And so there are lots of things and struggles that keep people away. But in that struggle and in the fact that it's hard and…”