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Latest Articles

The Most Important SaaS Breakdown to Read in 2026: What Is Happening Under the Surface

Apr 7, 2026

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11 min read

The Most Important SaaS Breakdown to Read in 2026: What Is Happening Under the Surface

Record net new ARR signals strength, while revenue growth signals decline. What is really going on?

Brian McCormick

Why AI Has Me Bearish on Adobe, But Not Duolingo

Dec 27, 2025

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14 min read

Why AI Has Me Bearish on Adobe, But Not Duolingo

Why the Owl survives the AI apocalypse, but Photoshop might not

Brian McCormick

Does UiPath's Maestro Have Product Market Fit? Here's What The Data Tells Us

Dec 3, 2025

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20 min read

Does UiPath's Maestro Have Product Market Fit? Here's What The Data Tells Us

Analysis of Fortune 100, 500, and 2000 companies shows three distinct AI strategies and where UiPath Maestro fits

Brian McCormick

Jim Cramer's 10 Failed Dot Com Bubble Stocks & Why They Failed. Part One: The Data Center Flop of Exodus Communications

Dec 2, 2025

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16 min read

Jim Cramer's 10 Failed Dot Com Bubble Stocks & Why They Failed. Part One: The Data Center Flop of Exodus Communications

What Cramer’s Failed Dot-Com Picks Teach Us About the Risks in Today’s AI Infrastructure Boom

Brian McCormick

7 Ways to Combat Confirmation Bias in Investing

Aug 29, 2025

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9 min read

7 Ways to Combat Confirmation Bias in Investing

Learn from Wall Street's costliest blunders from this psychological trap

Brian McCormick

3 Reasons the Stock Market Underestimates Root Insurance, and Why It Might Be Wrong

Aug 18, 2025

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7 min read

3 Reasons the Stock Market Underestimates Root Insurance, and Why It Might Be Wrong

Why Wall Street may be misjudging this quiet insurtech

Brian McCormick

Qualitative First Investing

Latest Articles

The Most Important SaaS Breakdown to Read in 2026: What Is Happening Under the Surface

Why AI Has Me Bearish on Adobe, But Not Duolingo

Does UiPath's Maestro Have Product Market Fit? Here's What The Data Tells Us

Jim Cramer's 10 Failed Dot Com Bubble Stocks & Why They Failed. Part One: The Data Center Flop of Exodus Communications

7 Ways to Combat Confirmation Bias in Investing

3 Reasons the Stock Market Underestimates Root Insurance, and Why It Might Be Wrong

brian.finance

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