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Dec 1, 2025

Root Inc: Growth Outside the DTC Channel

Former Director of State Management at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Nov 15, 2025

Root Inc: Carvana Partnership Detailed Analysis

Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Nov 14, 2025

Root Inc: Embedded Distribution vs D2C

Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerSerial AcquirerFinancialsConsumer 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
Copart•US•Large CapAdmiral GroupRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayState FarmThe AllstateNetwork EffectsScale EconomiesAuctions & ClassifiedsPhysical Infra & NetworksInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsIndustrialsConsumer Discretionary
Nov 7, 2025

BNSF & US Rail Roads: a Customer's Perspective

Former Manager at BNSF Railway
Partner Interview
Berkshire Hathaway•US•Mega CapUnion PacificCKPCBNSF RailwayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Nov 4, 2025

Root Inc: Telematics Commoditization & Incumbents Competition

Former Senior Vice President at GEICO
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Nov 3, 2025

Root Inc: OEM Partnerships & Vehicle Data

Former VP, Insurance at Tesla
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesBrand EquityProcess PowerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer Discretionary
Oct 23, 2025

North American Railroads: Autonomous Trucking Threats & Economics

Former VP at the Canadian National Railway Company
Partner Interview
CPKCBNSF RailwayBerkshire HathawayUnion PacificCanadian National RailwayScale EconomiesInsurers & FinancialsSerial AcquirerPhysical Infra & NetworksFinancialsIndustrials
Sep 3, 2025

GEICO & A History of Auto Insurance Competition

Former Senior Vice President at GEICO
Partner Interview
Berkshire Hathaway•US•Mega CapThe ProgressiveScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Aug 29, 2025

Progressive Insurance: Leadership, Pricing, and Market Share

Former VP at Progressive Insurance
Partner Interview
The Progressive•US•Large CapBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Aug 21, 2025

Tesla, Progressive, & Potential Impact of Autonomous Vehicles on Auto Insurance

Former VP, Insurance at Tesla
Partner Interview
Tesla•US•Mega CapThe ProgressiveBerkshire HathawayScale EconomiesBrand EquityProcess PowerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Aug 12, 2025

Hagerty / GEICO: Collector Vehicles Insurance Partnership

Former Senior Vice President at American Modern Insurance Group
Partner Interview
Hagerty•US•Mid CapBerkshire HathawayThe ProgressiveProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
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
Jul 8, 2025

Airbus: Supply Chain Bottlenecks

Former Director at Airbus
Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGeneral ElectricSafranBerkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGeneral ElectricSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BaseFinancialsIndustrials
Jul 7, 2025

Fairfax Holdings: Equity Investments Allocation Comparison

Former Senior Executive at Markel Insurance
IP Icon
IP Interview
Berkshire HathawayW. R. BerkleyChubbFairfax FinancialMoodysS&P GlobalMarkelBerkshire HathawayW. R. BerkleyChubbFairfax FinancialMoodysS&P GlobalMarkelScale EconomiesProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Jul 5, 2025

GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power

Former Chief Engineer at GE Aerospace
IP Icon
IP Interview
Berkshire HathawayHowmet AerospaceGeneral ElectricSafranChromalloyFTAI AviationBerkshire HathawayHowmet AerospaceGeneral ElectricSafranChromalloyFTAI AviationScale EconomiesSwitching CostsProcess PowerInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrials
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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
May 26, 2025

North American Railroads: Margins & the Modernization Dilemma

Former VP at the Canadian National Railway Company
Partner Interview
Canadian National RailwayUnion PacificBerkshire HathawayJB Hunt Transport ServicesSchneider NationalSwift TransportationCanadian Pacific Kansas CityUnited Parcel ServiceFedExYellowCanadian National RailwayUnion PacificBerkshire HathawayJB Hunt Transport ServicesSchneider NationalSwift TransportationCanadian Pacific Kansas CityUnited Parcel ServiceFedExYellowScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancials

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