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The Generational Shift in Distribution That Will Define the Next Decade of Winners
May 19, 2025

The Generational Shift in Distribution That Will Define the Next Decade of Winners

While markets reward legacy profits, modern distribution-native companies are gaining ground

Brian McCormick
Brian McCormick
$LMND Bear Case Debunked: Why Palantir AI Won't Save Legacy Insurers
May 13, 2025

$LMND Bear Case Debunked: Why Palantir AI Won't Save Legacy Insurers

Why legacy insurers are destined to fall behind in AI

Brian McCormick
Brian McCormick
Geico's Wait and See AI Strategy Revealed at Berkshire Meeting Puts Lemonade Ahead
May 04, 2025

Geico's Wait and See AI Strategy Revealed at Berkshire Meeting Puts Lemonade Ahead

Geico risks repeating Blockbuster's fate through its current AI complacency

Brian McCormick
Brian McCormick
The Truth About Lemonade's Finances & Cash Position
May 03, 2025

The Truth About Lemonade's Finances & Cash Position

Peeling Back the Layers: Lemonade’s Losses Aren’t What They Seem

Brian McCormick
Brian McCormick
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Spotting tomorrow's breakout businesses. I care about inputs & product market fit.

brian.finance

Spotting tomorrow's breakout businesses. I care about inputs & product market fit.

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