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Petplan & UK Pet Insurance Market: Retention Dynamics and Risks

Partner Interview
PetplanAllianzTrupanionJohn Lewis & PartnersMarks SpencerIntact FinancialCVS Group
Jun 23, 2025
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Weekly update

Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate

Rightmove•GB•Mid CapAppFolioEquipmentShareON SemiconductorCopartTrupanionCardlyticsClarivateLidlTexas InstrumentsAnalog DevicesUnited Parks & ResortsSix Flags EntertainmentNetwork EffectsAuctions & Classifieds
Apr 10, 2024

Trupanion: Aging Cohorts Risks

Partner Interview
Trupanion•US•Small CapLemonadePetplanFetch Pet InsuranceEmbrace Pet InsuranceChewy
Apr 4, 2024
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Weekly update

Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape

Microsoft•US•Mega CapEvolutionTrupanionCopartInchcapeLemonadeStellantisUnited Parks & ResortsSwitching CostsPhysical Infra & Networks
Mar 26, 2024

Trupanion: Pricing Challenges

Partner Interview
Trupanion•US•Small CapLemonadeFursureNationwide PetInternational Programs GroupManyPets
Mar 25, 2024
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Weekly update

Trupanion, Danaher, MSFT Gaming, Warner Music, A&O Johansen

Trupanion•US•Small CapMicrosoftDanaherSwitching CostsInsurers & Financials
Feb 27, 2024
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IP Research Survey

Trupanion & TRUP Express: Vet Practice Owners

IP ResearchTrupanion•US•Small Cap
Feb 27, 2024
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Weekly update

Burford & Insurance-Backed Funding, Discount Gyms, AppFolio, EVO, ACV Auctions, ODFL

Burford Capital•GG•Small CapEvolutionThe GymAppFolioTrupanionXPOPlaytechOld Dominion Freight LineSwitching CostsB2B Software
Jan 31, 2024

Trupanion: Hurdles to Growth

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IP Interview
Trupanion•US•Small Cap
Jan 29, 2024
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Weekly update

Spotify, Constellation Software, Snowflake, Dino Polska, Trupanion, Diploma PLC

Spotify•SE•Large CapSnowflakeTrupanionDiplomaNetwork EffectsB2B Middlemen
Aug 16, 2023

Trupanion: Maine Regulation

Partner Interview
Trupanion•US•Small CapHealthy PawsLemonade
Aug 14, 2023
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Weekly update

Trupanion, HEICO / Wencor MRO, Alteryx, SNOW, Essentra, FD Technologies

Trupanion•US•Small CapSnowflakeHEICOEssentraAlteryxDatabricksDiplomaAARAmazonSwitching CostsB2B Middlemen
Jul 26, 2023

Trupanion: Inflation Challenges

Partner Interview
Trupanion•US•Small CapLemonadeHealthy PawsPumpkin Pet InsuranceChewyAflac
Jul 25, 2023
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Weekly update

Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife

Trupanion•US•Small CapAdvanced Drainage SystemsAddLifeEssensysHagertyZoetisProcess PowerInsurers & Financials
Jan 18, 2023

Trupanion, Chewy, & Pet Insurance Growth Opportunities

Partner Interview
Trupanion•US•Small CapChewy
Jan 16, 2023

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