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Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication
Aug 10, 2026
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningInsurers & FinancialsAug 10, 2026
Lemonade, GEICO & the Durability of Incumbent Auto Insurers
Jul 23, 2026
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsJul 23, 2026
Lemonade & Root: Telematics Strategy & Pricing Advantage in Auto Insurance
Jun 30, 2026
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsJun 30, 2026
Lemonade vs State Farm: AI-Driven Cost Structure in Home & Auto Insurance
Jun 22, 2026
Partner Interview
Lemonade•US•Mid CapOpenAIMetromileJun 22, 2026
Weekly update
Workday, Progressive Insurance, Games Workshop
Apr 21, 2026
WorkdayHasbroThe ProgressiveLemonadeOracleSap SeSwitching CostsB2B Software
Apr 21, 2026
Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges
Apr 20, 2026
Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsApr 20, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
Apr 9, 2026
Apr 9, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Mar 23, 2026
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsMar 23, 2026
Root Inc: Carvana & Building a Scalable Partnerships Platform
Jan 8, 2026
Partner Interview
Root•US•Small CapCarvanaBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsJan 8, 2026
Carvana: Root & Embedded Insurance Moat
Dec 9, 2025
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeBrand EquityLow Cost OperatorsDec 9, 2025
Root Inc: Growth Outside the DTC Channel
Dec 1, 2025
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaScale EconomiesInsurers & FinancialsDec 1, 2025
Root Inc: Carvana Partnership Detailed Analysis
Nov 15, 2025
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsNov 15, 2025
Root Inc: Embedded Distribution vs D2C
Nov 14, 2025
Partner Interview
Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsNov 14, 2025
Root Inc: Telematics Commoditization & Incumbents Competition
Nov 4, 2025
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeScale EconomiesInsurers & FinancialsNov 4, 2025
Root Inc: OEM Partnerships & Vehicle Data
Nov 3, 2025
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesInsurers & FinancialsNov 3, 2025
Trupanion: Aging Cohorts Risks
Apr 4, 2024
Partner Interview
Trupanion•US•Small CapLemonadePetplanFetch Pet InsuranceEmbrace Pet InsuranceChewyApr 4, 2024
Weekly update
Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape
Mar 26, 2024
Microsoft•US•Mega CapEvolutionTrupanionCopartInchcapeLemonadeStellantisUnited Parks & ResortsSwitching CostsPhysical Infra & Networks
Mar 26, 2024
Trupanion: Pricing Challenges
Mar 25, 2024
Partner Interview
Trupanion•US•Small CapLemonadeFursureNationwide PetInternational Programs GroupManyPetsMar 25, 2024
Trupanion: Maine Regulation
Aug 14, 2023
Partner Interview
Trupanion•US•Small CapHealthy PawsLemonadeAug 14, 2023
Trupanion: Inflation Challenges
Jul 25, 2023
Partner Interview
Trupanion•US•Small CapLemonadeHealthy PawsPumpkin Pet InsuranceChewyAflacJul 25, 2023
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