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Apr 20, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Former Actuarial Director, Lemonade
Partner Interview
LemonadeUSMid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Apr 9, 2026

GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI

Former Senior Vice President at GEICO
IP Icon
IP Interview
The ProgressiveUSLarge CapUSAAState FarmBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Apr 6, 2026

Embraer Executive Jets: Fractional Orders, Deposit Structure & Production Scaling

Former International Demonstration/Instructor Pilot at Embraer
Partner Interview
EmbraerBRLarge CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Mar 23, 2026

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

Former Director of National Accounts, Progressive
Partner Interview
The ProgressiveUSLarge CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Mar 18, 2026

Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession

Former Senior Claims Director, The Progressive Corporation
Partner Interview
The ProgressiveUSLarge CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Mar 12, 2026

Markel: Underwriting Culture & Insurance Reorganisation

Former Global Executive Underwriting Officer at Markel
IP Icon
IP Interview
MarkelUSLarge CapW R Berkley CorpRyan Specialty GroupKinsale Capital GroupBerkshire HathawayChubbProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
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IP Fieldwork Podcast
Feb 25, 2026

Markel Group: Capital Allocation

IP Fieldwork Podcast
MarkelUSLarge CapBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Jan 28, 2026

Root Inc: A Potential Data-Driven Advantage

Former Senior Executive at Root
Partner Interview
RootUSSmall CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Jan 27, 2026

Root Inc: New Partnerships & Quote-and-Bind APIs

Former Product Manager at Root Inc.
Partner Interview
RootUSSmall CapCarvanaGoosehead InsuranceHyundai MotorThe ProgressiveBerkshire HathawayCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Jan 8, 2026

Root Inc: Carvana & Building a Scalable Partnerships Platform

Former Product Manager at Root Inc.
Partner Interview
RootUSSmall CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer Discretionary
Dec 16, 2025

Accelerant Holdings: Insurance MGAs & Differentiation

Insurance Broker
Partner Interview
Accelerant HoldingsKYMid CapAXAAllianz SEMarkelKinsale Capital GroupBerkshire HathawayLloyd's of LondonBrown & BrownW R Berkley CorpRyan Specialty GroupProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Dec 6, 2025

GE Aerospace: Safran Partnership, LEAP Reliability & Long Term Service Agreements

Former Chief Engineer at GE Aerospace
Partner Interview
General ElectricUSMega CapSafranRolls-RoyceRTXHoneywellLufthansa TechnikDelta TechOpsMTU Aero EnginesHowmet AerospaceBerkshire HathawayProcess PowerSwitching CostsScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Dec 1, 2025

Root Inc: Growth Outside the DTC Channel

Former Director of State Management at Root Inc.
Partner Interview
RootUSSmall CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer Discretionary
Nov 15, 2025

Root Inc: Carvana Partnership Detailed Analysis

Former Product Manager at Root Inc.
Partner Interview
RootUSSmall 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
RootUSSmall 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
CopartUSLarge 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 HathawayUSMega 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
RootUSSmall CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Nov 3, 2025

Root Inc: OEM Partnerships & Vehicle Data

Former VP, Insurance at Tesla
Partner Interview
RootUSSmall CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesProcess PowerBrand EquityInsurers & 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

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