Adobe
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U.S.
The end of single-tier SaaS pricing: What it means for your portfolio
In February 2026, the SaaS sector lost roughly US$285 billion in market value in a single selloff. The financial press…
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U.S.
The end of single-tier SaaS pricing
If you have ever subscribed to Adobe Creative Cloud or Microsoft 365, you already know how SaaS pricing works. You…
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U.S.
The SaaS selloff is built on a bad assumption
Lately, markets have been spooked. Many SaaS stocks are down 40% to 60% after the release of the brand-new Claude…
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How To Invest
The rise of subscription business models and how to profit as an investor
The subscription model is a business model where customers pay a recurring fee for access to a product or service.…
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How To Invest
5 steps to spot high-quality companies during the COVID-19 crash
By now, we’re all keenly aware that we’re in the midst of a health crisis that that has sent the…
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How To Invest
5 economic moats I look for in a company before investing
“In business, I look for economic castles protected by unbreachable ‘moats’.” – Warren Buffett Warren Buffett popularized the term “economic…
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