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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
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
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
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
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
Brian McCormick
Root Insurance: The Embedded Car Insurtech - Deep Dive Stock of the Month

Aug 11, 2025

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14 min read

Root Insurance: The Embedded Car Insurtech - Deep Dive Stock of the Month

Can Root's hyper-efficient partnership model create a dominant moat in the auto insurance industry?

Brian McCormick
Brian McCormick
Lemonade Insurance Q2'2025 Earnings Preview

Jul 18, 2025

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12 min read

Lemonade Insurance Q2'2025 Earnings Preview

What I'm watching and expecting for $LMND's second quarter results

Brian McCormick
Brian McCormick
Tempus AI: The OS of Precision Medicine - Deep Dive Stock of the Month
LockSimple

Jul 15, 2025

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18 min read

Tempus AI: The OS of Precision Medicine - Deep Dive Stock of the Month

Tempus is building a data flywheel to power the next generation of medicine

Brian McCormick
Brian McCormick
Why Inflation Will Come Down

Jun 18, 2025

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5 min read

Why Inflation Will Come Down

Their "higher-for-longer" plan ignores the clear collapse in shelter inflation, the single biggest part of CPI

Brian McCormick
Brian McCormick
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