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Skull Session #10: David Baker on Land, Water, and Alpha
Watch now | From microcaps to Montana, and building an edge in one of the market’s least understood asset classes
Mar 26
•
Maj Soueidan
and
Skull Sessions
1
2
1:01:14
Skull Session #09: Deep Value With A Catalyst: A Conversation with Andrew Pogue
Watch now | An operator’s framework for finding mispriced small caps with real catalysts and disciplined capital allocation.
Mar 5
•
Maj Soueidan
,
Skull Sessions
, and
Andrew Pogue
7
2
1:01:01
February 2026
Skull Session #08: Why "Not Being Wrong" Beats Being Right, A Discussion with Carlos Morales
Watch now | Why disciplined systems often outperform bold predictions
Feb 25
•
Skull Sessions
and
Maj Soueidan
7
2
3
1:28:48
Skull Session # 07 With Edwin Dorsey: A Blueprint On How To Find Hidden Risks [Rewind]
Watch now | I had Edwin Dorsey (@stockjabber) on Skull Session back in April 2025, and the conversation stuck with me.
Feb 21
•
Maj Soueidan
and
Skull Sessions
4
3
1:17:09
Skull Session # 06: Ben Brostoff Breaks Down The Software vs. AI Debate and His Investment Process
Watch now | A conversation born from a random meeting at the Planet Microcap Conference
Feb 15
•
Skull Sessions
,
Maj Soueidan
, and
Ben Brostoff
5
2
3
1:26:30
Skull Session # 05: Learning from Two of the Best Quant Investors - Andreas and Kurtis from Portfolio123
Combining judgment, structure, and risk. Skull Session Rewind
Feb 10
•
Skull Sessions
and
Maj Soueidan
6
1
1:41:27
Investor Insights #04 with Aurelion Research: Hunting Where Others Don’t
The perfect partnership; ~90% portfolio return
Feb 2
•
Skull Sessions
,
Maj Soueidan
, and
Leo
12
3
1:15:38
January 2026
Investor Insights #03 with Matej Pretkovic: Thinking About Space Like an Investor
Learn how to invest in the space theme by knowing what's real and what's hype
Jan 29
•
Skull Sessions
,
Maj Soueidan
, and
Matej Pretković
12
3
1
50:13
Investor Insights #02: A Conversation With Quant Investor Yuval Taylor
Skull Session Rewind: Originally recorded on November 4, 2025
Jan 22
•
Skull Sessions
and
Maj Soueidan
8
2
4
1:07:16
Investor Insights #01: Lessons from Lee Roach’s Journey, Author Of The Value Road Substack
Skull Session Rewind: Originally recorded on July 22, 2025
Jan 16
•
Skull Sessions
and
Maj Soueidan
7
3
1
1:02:58
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