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Jul 13, 2026

BNSF & Union Pacific: Autonomous Trucking Threat vs. Intermodal Network Opportunity

Union Pacific•US•Large CapBNSF RailwayCPKCBerkshire HathawayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancials

Jun 30, 2026

Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling

Partner Interview

Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancials

Mar 23, 2026

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

Partner Interview

The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials

Mar 18, 2026

Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession

Partner Interview

The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials

Mar 12, 2026

Markel: Underwriting Culture & Insurance Reorganisation

IP Interview

Markel•US•Large CapW R Berkley CorpRyan Specialty GroupKinsale Capital GroupBerkshire HathawayChubbProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials

IP Fieldwork Podcast

Feb 25, 2026

Markel Group: Capital Allocation

IP Fieldwork Podcast

Markel•US•Large CapBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials

Jan 28, 2026

Root Inc: A Potential Data-Driven Advantage

Partner Interview

Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

Jan 27, 2026

Root Inc: New Partnerships & Quote-and-Bind APIs

Partner Interview

Root•US•Small CapCarvanaGoosehead InsuranceHyundai MotorThe ProgressiveBerkshire HathawayCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

Jan 8, 2026

Root Inc: Carvana & Building a Scalable Partnerships Platform

Partner Interview

Root•US•Small CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer Discretionary

Dec 16, 2025

Accelerant Holdings: Insurance MGAs & Differentiation

Partner Interview

Accelerant Holdings•KY•Mid CapAXAMarkelKinsale Capital GroupBerkshire HathawayLloyd's of LondonBrown & BrownW R Berkley CorpRyan Specialty GroupAllianzProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials

Dec 6, 2025

GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements

Partner Interview

GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials

Dec 1, 2025

Root Inc: Growth Outside the DTC Channel

Partner Interview

Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

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Explore our full content library.

BNSF & Union Pacific: Autonomous Trucking Threat vs. Intermodal Network Opportunity

Lemonade & Root: Telematics Strategy & Pricing Advantage in Auto Insurance

Howmet, PCC & the Single Crystal Blade Bottleneck

Lennar's Even-Flow Strategy: Origins, Implementation & Cost Structure

Lennar Even Flow Construction: Subcontractor Cost Advantages by Trade

Lennar vs D.R. Horton: Comparing Even-Flow Execution and Margin Trade-offs

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI

Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession

Markel: Underwriting Culture & Insurance Reorganisation

Markel Group: Capital Allocation

Root Inc: A Potential Data-Driven Advantage

Root Inc: New Partnerships & Quote-and-Bind APIs

Root Inc: Carvana & Building a Scalable Partnerships Platform

Accelerant Holdings: Insurance MGAs & Differentiation

GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements

Root Inc: Growth Outside the DTC Channel