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May 6, 2026
GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings
Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancialsApr 20, 2026
Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsApr 9, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
Apr 6, 2026
Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsMar 23, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 18, 2026
Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession
Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 12, 2026
Markel: Underwriting Culture & Insurance Reorganisation
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 DiscretionaryJan 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 DiscretionaryJan 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 DiscretionaryDec 16, 2025
Accelerant Holdings: Insurance MGAs & Differentiation
Partner Interview
Accelerant Holdings•KY•Mid CapAXAAllianz SEMarkelKinsale Capital GroupBerkshire HathawayLloyd's of LondonBrown & BrownW R Berkley CorpRyan Specialty GroupProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancialsDec 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Partner Interview
General Electric•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsDec 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 DiscretionaryNov 15, 2025
Root Inc: Carvana Partnership Detailed Analysis
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryNov 14, 2025
Root Inc: Embedded Distribution vs D2C
Partner Interview
Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerSerial AcquirerFinancialsConsumer DiscretionaryNov 10, 2025
Copart vs IAA: Data-Driven Insurers, International Buyers & the Shift to Digital Auctions
Nov 7, 2025
BNSF & US Rail Roads: a Customer's Perspective
Partner Interview
Berkshire Hathaway•US•Mega CapUnion PacificCKPCBNSF RailwayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancialsNov 4, 2025
Root Inc: Telematics Commoditization & Incumbents Competition
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsNov 3, 2025
Root Inc: OEM Partnerships & Vehicle Data
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryShowing 20 of 1000 results