Roy Swisa
Value investor and researcher who consulted for Daily Journal (DJCO); provides expertise in primary research, niche vertical software, compliance-sensitive markets, and AI applications to investment research.
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Mar 3, 2026 • 58min
Roy Swisa on $DJCO
Roy Swisa, a value investor and researcher who consulted for Daily Journal, joins to discuss his work on Journal Technologies and how niche, compliance‑heavy software earns durable moats. He covers primary research tactics, using RFPs and AI to track product shifts, the sum‑of‑the‑parts valuation of a complex company, and how procurement, proprietary data, and incentives shape vertical SaaS outcomes.
