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
“CEO Ian Cassel met with at age 20; formative experience in management meetings and microcap investing”
Vertical Market Software vs Horizontal Software ResilienceManagement Team Relationships and In-Person Due DiligenceMicrocap Stock Survival Rates and Scaling Challenges
View Analysis