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Found 18 results in 5ms
Found 18 results in 5ms
Weekly update
Apr 21, 2026
Workday, Progressive Insurance, Games Workshop
WorkdayHasbroThe ProgressiveLemonadeOracleSap SeWorkdayHasbroThe ProgressiveLemonadeOracleSap Se
Apr 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
Mar 23, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJan 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 9, 2025
Carvana: Root & Embedded Insurance Moat
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 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 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 DiscretionaryApr 4, 2024
Trupanion: Aging Cohorts Risks
Partner Interview
Trupanion•US•Small CapLemonadePetplanFetch Pet InsuranceEmbrace Pet InsuranceChewyInsurers & FinancialsFinancialsConsumer DiscretionaryWeekly update
Mar 26, 2024
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
Microsoft•US•Mega CapEvolutionTrupanionCopartInchcapeLemonadeStellantisUnited Parks & Resorts
Mar 25, 2024
Trupanion: Pricing Challenges
Partner Interview
Trupanion•US•Small CapLemonadeFursureNationwide PetInternational Programs GroupManyPetsInsurers & FinancialsFinancialsEnergyAug 14, 2023
Trupanion: Maine Regulation
Partner Interview
Trupanion•US•Small CapHealthy PawsLemonadeInsurers & FinancialsFinancialsJul 25, 2023
Trupanion: Inflation Challenges
Partner Interview
Trupanion•US•Small CapLemonadeHealthy PawsPumpkin Pet InsuranceChewyAflacInsurers & FinancialsFinancialsConsumer DiscretionaryJan 13, 2021
The Auto Insurance Claims Process
Jun 13, 2020
Lemonade, Inc: Disrupting the Insurance Industry
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