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Saul Hugh Panera

Mentioned in 1 analyzed podcast episode across 1 show

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Excess Returns

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
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