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Jan 8, 2026
Root Inc: Carvana & Building a Scalable Partnerships Platform
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryDec 16, 2025
Accelerant Holdings: Insurance MGAs & Differentiation
Insurance Broker
Partner Interview
Accelerant Holdings•KY•Mid CapAXAAllianz SEMarkelKinsale Capital GroupBerkshire HathawayLloyd's of LondonBrown & BrownW R Berkley CorpRyan Specialty GroupProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancialsDec 6, 2025
GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements
Former Chief Engineer at GE Aerospace
Partner Interview
GE Aerospace•US•Mega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawaySwitching CostsProcess PowerScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancialsDec 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 DiscretionaryNov 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 DiscretionaryNov 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 DiscretionaryNov 10, 2025
Copart vs IAA: Data-Driven Insurers, International Buyers & the Shift to Digital Auctions
Former Director of Global Buyer Business Development at IAA
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 AcquirerIndustrialsFinancialsNov 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 OperatorsFinancialsNov 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 DiscretionaryOct 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 & NetworksFinancialsIndustrialsSep 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 OperatorsFinancialsAug 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 AcquirerFinancialsAug 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 DiscretionaryAug 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 OperatorsFinancialsJul 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 TechnologyJul 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 AcquirerFinancialsJul 8, 2025
Airbus: Supply Chain Bottlenecks
Former Director at Airbus
Partner Interview
Berkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranBerkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranScale EconomiesProcess PowerSwitching CostsInsurers & FinancialsSerial AcquirerMission Critical Products & ServicesOEMs w/ Installed BaseFinancialsIndustrialsJul 7, 2025
Fairfax Holdings: Equity Investments Allocation Comparison
Former Senior Executive at Markel Insurance
Jul 5, 2025
GE Aerospace vs Howmet & PCC: HPT Issues & Bargaining Power
Former Chief Engineer at GE Aerospace
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