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Found 13 results in 3ms
Found 13 results in 3ms
Dec 9, 2025
Carvana: Root & Embedded Insurance Moat
Former Senior Executive at Root
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 1, 2025
Root Inc: Growth Outside the DTC Channel
Former Director of State Management at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryNov 15, 2025
Root Inc: Carvana Partnership Detailed Analysis
Former Product Manager at Root Inc.
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
Former Product Manager at Root Inc.
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
Former Senior Vice President at GEICO
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsNov 3, 2025
Root Inc: OEM Partnerships & Vehicle Data
Former VP, Insurance at Tesla
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesBrand EquityProcess PowerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryApr 4, 2024
Trupanion: Aging Cohorts Risks
Former President of North American Digital Consumer Division at Chubb
Partner Interview
Trupanion•US•Small CapLemonadePetplanFetch Pet InsuranceEmbrace Pet InsuranceChewyInsurers & FinancialsFinancialsConsumer Discretionary
Weekly 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
Former Insurance Product Director at Lemonade
Partner Interview
Trupanion•US•Small CapLemonadeFursureNationwide PetInternational Programs GroupManyPetsInsurers & FinancialsFinancialsEnergyAug 14, 2023
Trupanion: Maine Regulation
Corporate Compliance Professional at Healthy Paws Pet Insurance & Foundation
Partner Interview
Trupanion•US•Small CapHealthy PawsLemonadeInsurers & FinancialsFinancialsJul 25, 2023
Trupanion: Inflation Challenges
Former Territory Partner at Trupanion
Partner Interview
Trupanion•US•Small CapLemonadeHealthy PawsPumpkin Pet InsuranceChewyAflacInsurers & FinancialsFinancialsConsumer DiscretionaryJan 13, 2021
The Auto Insurance Claims Process
Former Claims Manager at State Farm
Jun 13, 2020
Lemonade, Inc: Disrupting the Insurance Industry
Founding Member at Lemonade, Inc & Former President at AIG
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