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Selling Losers vs Holding Winners in Concentrated Portfolios

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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

Vertical Market Software vs Horizontal Software Resilience Management Team Relationships and In-Person Due Diligence Microcap Stock Survival Rates and Scaling Challenges AI Integration as Competitive Advantage vs Table Stakes Owner-Operator and Founder-Led Business Performance