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Dec 9, 2025

Carvana: Root & Embedded Insurance Moat

Former Senior Executive at Root
Partner Interview
CarvanaUSLarge CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer Discretionary
Nov 10, 2025

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

Former Director of Global Buyer Business Development at IAA
IP Icon
IP Interview
CopartUSLarge CapAdmiral GroupRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayState FarmThe AllstateNetwork EffectsScale EconomiesAuctions & ClassifiedsPhysical Infra & NetworksInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsIndustrialsConsumer Discretionary
Jul 27, 2025

Progressive: Risk Segmentation & Claims Operations

Former Senior Vice President at GEICO
Partner Interview
The ProgressiveCopartIAARitchie Bros AuctioneersState FarmThe AllstateCCC Intelligent SolutionsBerkshire HathawayThe ProgressiveCopartIAARitchie Bros AuctioneersState FarmThe AllstateCCC Intelligent SolutionsBerkshire HathawayScale EconomiesNetwork EffectsSwitching CostsInsurers & FinancialsLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksB2B SoftwareSerial AcquirerFinancialsIndustrialsConsumer DiscretionaryInformation Technology
Jul 23, 2025

GEICO: Catastrophic Risk, Reserving Discipline & Regulatory Friction

Former Senior Vice President at GEICO
Partner Interview
The AllstateMercury GeneralThe Hanover Insurance GroupChubbState FarmThe ProgressiveBerkshire HathawayThe AllstateMercury GeneralThe Hanover Insurance GroupChubbState FarmThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Jun 3, 2025

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

Claims Manager at Progressive Insurance
Partner Interview
Berkshire HathawayCopartIAAThe ProgressiveState FarmThe AllstateBerkshire HathawayCopartIAAThe ProgressiveState FarmThe AllstateScale EconomiesNetwork EffectsInsurers & FinancialsSerial AcquirerAuctions & ClassifiedsPhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrialsConsumer Discretionary
Feb 21, 2025

Mercury General: Balancing Growth & Wildfire Risks

Former Claims Manager at Mercury General Corporation
Partner Interview
Mercury GeneralUSMid CapMarkelKinsale Capital GroupBerkshire HathawayState FarmProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Jul 14, 2024

US Auto Collision & Repair: An Insurer's Perspective

Former Senior Vice President at GEICO
IP Icon
IP Interview
Caliber CollisionBelronBerkshire HathawayGerber Collision & GlassService KingState FarmThe ProgressiveTeslaScale EconomiesBrand EquityProcess PowerInsurers & FinancialsSerial AcquirerLow Cost OperatorsConsumer DiscretionaryFinancials
Jun 29, 2024

Safelite & US Auto Glass Repair: Relationships with Insurers

Former Executive VP at Safelite
Partner Interview
The ProgressiveUSLarge CapBerkshire HathawayRivian AutomotiveD'Ieteren GroupBoyd Autobody & GlassCaliber CollisionGerber Collision & GlassDriven BrandsThe AllstateState FarmTeslaBYDScale EconomiesBrand EquityProcess PowerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryIndustrials
Apr 16, 2024

US Auto Insurance: ADAS Impact on Pricing

Former Senior Vice President at GEICO
Partner Interview
The ProgressiveUSLarge CapBerkshire HathawayState FarmCopartScale EconomiesNetwork EffectsInsurers & FinancialsSerial AcquirerLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksFinancialsIndustrialsConsumer Discretionary
Jan 16, 2023

Hagerty International: UK Classic Car Insurance

Former Director at Hagerty
Partner Interview
HagertyUSMid CapMarkelState FarmProcess PowerInsurers & FinancialsFinancials

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