Mentioned On
Episode Mentions
Founders · Jul 10, 2026
#424 Peter Thiel on How to Build a Creative Monopoly
“Mark Leonard's company; founder discovered earned secret that vertical market software companies are undervalued by venture capital”
Creative Monopoly StrategyFirst-Principles Business ThinkingFounder-Led Company Dynamics
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Excess Returns · May 6, 2026
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
“Chris's example of vertical market software company resilient to AI disruption; owns transit systems and similar mission-critical software”
Vertical Market Software vs Horizontal Software ResilienceManagement Team Relationships and In-Person Due DiligenceMicrocap Stock Survival Rates and Scaling Challenges
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