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CARFAX: Data Moat, Pricing Power & the Banking and Insurance Group
Aug 19, 2026
Partner Interview
S&P Global•US•Large CapMobility Global IncState FarmUSAAExperianNetwork EffectsUnique IP & BrandsFinancialsInformation TechnologyIndustrialsAug 19, 2026
Safelite vs Driven Brands: Competing for US Auto Glass Market Share
Jun 23, 2026
Partner Interview
D'Ieteren Group•BE•Large CapBelronState FarmDriven BrandsConsumer DiscretionaryIndustrialsJun 23, 2026
Guidewire Software: A History of Insurance Technology Stacks
May 8, 2026
May 8, 2026
Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges
Apr 20, 2026
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsApr 20, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
Apr 9, 2026
Apr 9, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Mar 23, 2026
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 23, 2026
Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession
Mar 18, 2026
Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 18, 2026
Root Inc: A Potential Data-Driven Advantage
Jan 28, 2026
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryJan 28, 2026
Carvana: Root & Embedded Insurance Moat
Dec 9, 2025
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 9, 2025
Copart vs IAA: Data-Driven Insurers, International Buyers & the Shift to Digital Auctions
Nov 10, 2025
Nov 10, 2025
Progressive: Risk Segmentation & Claims Operations
Jul 27, 2025
Partner Interview
The ProgressiveCopartIAARitchie Bros AuctioneersState FarmThe AllstateCCC Intelligent SolutionsBerkshire HathawayScale EconomiesNetwork EffectsSwitching CostsInsurers & FinancialsLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksB2B SoftwareSerial AcquirerFinancialsIndustrialsConsumer DiscretionaryInformation TechnologyJul 27, 2025
GEICO: Catastrophic Risk, Reserving Discipline & Regulatory Friction
Jul 23, 2025
Partner Interview
The AllstateMercury GeneralThe Hanover Insurance GroupChubbState FarmThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJul 23, 2025
Progressive, Copart, IAA: Auto Claims Process & Choosing Salvage Partners
Jun 3, 2025
Partner Interview
Berkshire HathawayCopartIAAThe ProgressiveState FarmThe AllstateScale EconomiesNetwork EffectsInsurers & FinancialsSerial AcquirerAuctions & ClassifiedsPhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrialsConsumer DiscretionaryJun 3, 2025
Mercury General: Balancing Growth & Wildfire Risks
Feb 21, 2025
Partner Interview
Mercury General•US•Mid CapMarkelKinsale Capital GroupBerkshire HathawayState FarmProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancialsFeb 21, 2025
US Auto Collision & Repair: An Insurer's Perspective
Jul 14, 2024
Jul 14, 2024
Safelite & US Auto Glass Repair: Relationships with Insurers
Jun 29, 2024
Partner Interview
The Progressive•US•Large CapBerkshire HathawayRivian AutomotiveD'Ieteren GroupBoyd Autobody & GlassCaliber CollisionGerber Collision & GlassDriven BrandsThe AllstateState FarmTeslaBYDScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryIndustrialsJun 29, 2024
US Auto Insurance: ADAS Impact on Pricing
Apr 16, 2024
Partner Interview
The Progressive•US•Large CapBerkshire HathawayState FarmCopartScale EconomiesNetwork EffectsInsurers & FinancialsSerial AcquirerLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksFinancialsIndustrialsConsumer DiscretionaryApr 16, 2024
Hagerty International: UK Classic Car Insurance
Jan 16, 2023
Partner Interview
Hagerty•US•Mid CapMarkelState FarmProcess PowerInsurers & FinancialsFinancialsJan 16, 2023
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