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CARFAX: Data Moat, Pricing Power & the Banking and Insurance Group

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S&P Global•US•Large CapMobility Global IncState FarmUSAAExperianNetwork EffectsUnique IP & Brands
Aug 19, 2026

Safelite vs Driven Brands: Competing for US Auto Glass Market Share

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D'Ieteren Group•BE•Large CapBelronState FarmDriven Brands
Jun 23, 2026

Guidewire Software: A History of Insurance Technology Stacks

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Guidewire Software•US•Large CapZurich InsuranceState FarmDuck CreekSwitching CostsB2B Software
May 8, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

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Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & Financials
Apr 20, 2026

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

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The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeScale EconomiesInsurers & Financials
Apr 9, 2026

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

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The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & Financials
Mar 23, 2026

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

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The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & Financials
Mar 18, 2026

Root Inc: A Potential Data-Driven Advantage

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Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateScale EconomiesInsurers & Financials
Jan 28, 2026

Carvana: Root & Embedded Insurance Moat

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Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeBrand EquityLow Cost Operators
Dec 9, 2025

Copart vs IAA: Data-Driven Insurers, International Buyers & the Shift to Digital Auctions

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Copart•US•Large CapAdmiral GroupRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayState FarmThe AllstateScale EconomiesAuctions & Classifieds
Nov 10, 2025

Progressive: Risk Segmentation & Claims Operations

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The ProgressiveCopartIAARitchie Bros AuctioneersState FarmThe AllstateCCC Intelligent SolutionsBerkshire HathawayNetwork EffectsAuctions & Classifieds
Jul 27, 2025

GEICO: Catastrophic Risk, Reserving Discipline & Regulatory Friction

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The AllstateMercury GeneralThe Hanover Insurance GroupChubbState FarmThe ProgressiveBerkshire HathawayScale EconomiesInsurers & Financials
Jul 23, 2025

Progressive, Copart, IAA: Auto Claims Process & Choosing Salvage Partners

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Berkshire HathawayCopartIAAThe ProgressiveState FarmThe AllstateScale EconomiesAuctions & Classifieds
Jun 3, 2025

Mercury General: Balancing Growth & Wildfire Risks

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Mercury General•US•Mid CapMarkelKinsale Capital GroupBerkshire HathawayState FarmProcess PowerInsurers & Financials
Feb 21, 2025

US Auto Collision & Repair: An Insurer's Perspective

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Caliber CollisionBelronBerkshire HathawayGerber Collision & GlassService KingState FarmThe ProgressiveTeslaScale EconomiesInsurers & Financials
Jul 14, 2024

Safelite & US Auto Glass Repair: Relationships with Insurers

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The Progressive•US•Large CapBerkshire HathawayRivian AutomotiveD'Ieteren GroupBoyd Autobody & GlassCaliber CollisionGerber Collision & GlassDriven BrandsThe AllstateState FarmTeslaBYDScale EconomiesInsurers & Financials
Jun 29, 2024

US Auto Insurance: ADAS Impact on Pricing

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The Progressive•US•Large CapBerkshire HathawayState FarmCopartScale EconomiesInsurers & Financials
Apr 16, 2024

Hagerty International: UK Classic Car Insurance

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Hagerty•US•Mid CapMarkelState FarmProcess PowerInsurers & Financials
Jan 16, 2023

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