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
“Host of Excess Returns and co-host of The 100 Year Thinkers; moderates discussion between guests”
Vertical Market Software vs Horizontal Software ResilienceManagement Team Relationships and In-Person Due DiligenceMicrocap Stock Survival Rates and Scaling Challenges
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