Appears On
Episode Appearances
Excess Returns · May 6, 2026
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
“Co-founder of Microcap Club, author of forthcoming 'Stock Picker' book; discusses microcap investing and management relationships”
Vertical Market Software vs Horizontal Software ResilienceManagement Team Relationships and In-Person Due DiligenceMicrocap Stock Survival Rates and Scaling Challenges
View Analysis