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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
Weekly update
Copart, GEICO vs Progressive, Meta, CSU AI Risk, TransDigm Demand Drivers
Sep 9, 2025
IAACopartTopicusThe AllstateConstellation Software
Sep 9, 2025
Weekly update
H1 2025 - Most Viewed Interviews & IP Research
Aug 6, 2025
TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGE AerospaceDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
Aug 6, 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
Weekly update
Deere Dealership Economics, Adobe vs Figma, Copart, Cellavision
Jun 11, 2025
FigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire Hathaway
Jun 11, 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
Weekly update
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
Jul 4, 2024
Informa•GB•Large CapElevance HealthAddtechTeslaIDOXMarkelLifcoToyotaThe AllstateTechTargetHalmaLindeUnitedHealth
Jul 4, 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
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