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Dec 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 AcquirerIndustrialsFinancials
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 IndustriesGE AerospaceSafranBerkshire HathawayAirbusThe BoeingHowmet AerospaceMelrose IndustriesGE AerospaceSafranScale 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 AerospaceGE AerospaceSafranChromalloyFTAI AviationBerkshire HathawayHowmet AerospaceGE AerospaceSafranChromalloyFTAI 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

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