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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
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Weekly update
Sep 9, 2025

Copart, GEICO vs Progressive, Meta, CSU AI Risk, TransDigm Demand Drivers

IAACopartTopicusThe AllstateConstellation SoftwareIAACopartTopicusThe AllstateConstellation Software
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Weekly update
Aug 6, 2025

H1 2025 - Most Viewed Interviews & IP Research

TSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGE AerospaceDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlakeTSMCAmazonIAAFTAI AviationDriveTimeCarvanaCopartGE AerospaceDanaherSafranASMLThe AllstateFarfetchBridgecrestCettireGoogleKeringLVMHMcKessonMicrosoftIntelConstellation SoftwareWestlake
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
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Weekly update
Jun 11, 2025

Deere Dealership Economics, Adobe vs Figma, Copart, Cellavision

FigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire HathawayFigmaAdobeCopartIAAHalmaDanaherThe AllstateBerkshire Hathaway
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
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Weekly update
Jul 4, 2024

Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth

InformaGBLarge CapElevance HealthAddtechTeslaIDOXMarkelLifcoToyotaThe AllstateTechTargetHalmaLindeUnitedHealth
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

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