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Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication

Partner Interview

Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsFinancialsConsumer Discretionary

Lemonade, GEICO & the Durability of Incumbent Auto Insurers

Partner Interview

Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials

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

Partner Interview

Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials

Lemonade vs State Farm: AI-Driven Cost Structure in Home & Auto Insurance

Partner Interview

Lemonade•US•Mid CapOpenAIMetromileFinancials

Workday, Progressive Insurance, Games Workshop

WorkdayHasbroThe ProgressiveLemonadeOracleSap Se

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Partner Interview

Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials

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

The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

Partner Interview

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

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

Carvana: Root & Embedded Insurance Moat

Partner Interview

Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer Discretionary

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

Root Inc: Carvana Partnership Detailed Analysis

Partner Interview

Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary

Root Inc: Embedded Distribution vs D2C

Partner Interview

Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerSerial AcquirerFinancialsConsumer Discretionary

Root Inc: Telematics Commoditization & Incumbents Competition

Partner Interview

Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials

Root Inc: OEM Partnerships & Vehicle Data

Partner Interview

Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer Discretionary

Trupanion: Aging Cohorts Risks

Partner Interview

Trupanion•US•Small CapLemonadePetplanFetch Pet InsuranceEmbrace Pet InsuranceChewyInsurers & FinancialsFinancialsConsumer Discretionary

Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape

Microsoft•US•Mega CapEvolutionTrupanionCopartInchcapeLemonadeStellantisUnited Parks & Resorts

Trupanion: Pricing Challenges

Partner Interview

Trupanion•US•Small CapLemonadeFursureNationwide PetInternational Programs GroupManyPetsInsurers & FinancialsFinancialsEnergy

Trupanion: Maine Regulation

Partner Interview

Trupanion•US•Small CapHealthy PawsLemonadeInsurers & FinancialsFinancials

Trupanion: Inflation Challenges

Partner Interview

Trupanion•US•Small CapLemonadeHealthy PawsPumpkin Pet InsuranceChewyAflacInsurers & FinancialsFinancialsConsumer Discretionary

Showing 20 of 22 results

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