AI Is The Servant, Not The Master

How AI is reshaping investment research, and why real edge in microcaps still comes from disciplined analysis, conviction, and understanding catalysts.

23 hrs ago • Skull Sessions, Maj Soueidan, and Pixel Research

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25:43

Short Term or Long Term: The Holding Period Debate

Watch now | Why the best investors stay flexible, adapt to market conditions, and let the opportunity dictate the holding period.

May 6 • Skull Sessions, Pixel Research, and Maj Soueidan

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30:48

April 2026

Skull Session #12: Pixel Research on Hunting Mispriced Stocks with Flexibility

Watch now | I first connected with Lukas Milosic, the voice behind Pixel Research when he invited me onto his own interview series, and it didn’t take…

Apr 23 • Skull Sessions, Maj Soueidan, and Pixel Research

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1:05:03

[Lee Roach] Special Situation With Asymmetric Upside?

Round Table with Lee Roach, | Chapter 11 was triggered by legacy liabilities, not operational collapse. Equity could re-rate meaningfully.

Apr 14 • Skull Sessions, Pixel Research, and Diego La Torre

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33:28

Skull Session #11: "Multibagger Mike" on Hunting Hidden Gems [Rewind]

Watch now | Michael “Multibagger Mike” Rury on spotting early catalysts, navigating mispriced narratives, and building conviction before the market…

Apr 6 • Maj Soueidan and Skull Sessions

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1:47:15

March 2026

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

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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

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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

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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

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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

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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

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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

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