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Jan 28, 2026
Root Inc: A Potential Data-Driven Advantage
Former Senior Executive at Root
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryJan 27, 2026
Root Inc: New Partnerships & Quote-and-Bind APIs
Former Product Manager at Root Inc.
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceHyundai MotorThe ProgressiveBerkshire HathawayCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryJan 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 9, 2025
Carvana: Root & Embedded Insurance Moat
Former Senior Executive at Root
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesBrand EquityProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 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 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 DiscretionarySep 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 AcquirerFinancialsJun 3, 2025
Progressive, Copart, IAA: Auto Claims Process & Choosing Salvage Partners
Claims Manager at a Large Auto Insurer
Partner Interview
Berkshire HathawayCopartIAAThe ProgressiveState FarmThe AllstateBerkshire HathawayCopartIAAThe ProgressiveState FarmThe AllstateScale EconomiesNetwork EffectsInsurers & FinancialsSerial AcquirerAuctions & ClassifiedsPhysical Infra & NetworksLow Cost OperatorsFinancialsIndustrialsConsumer DiscretionaryApr 25, 2025
Carvana & SilverRock: Warranty Claims & In-Network Partnerships
Former Mechanical Auditor at SilverRock
Partner Interview
DriveTimeSilverRockCarvanaCarMaxOReilly AutomotiveAdvance Auto PartsAutoZoneThe ProgressiveLKQPep BoysDriveTimeSilverRockCarvanaCarMaxOReilly AutomotiveAdvance Auto PartsAutoZoneThe ProgressiveLKQPep BoysCounter PositioningScale EconomiesVertically Integrated RetailerLow Cost OperatorsB2B MiddlemenInsurers & FinancialsMaterialsConsumer DiscretionaryFinancialsMar 7, 2025
Brown & Brown: Acquisition-Led Growth Through Industry Cycles
Former Executive at The Wright Insurance Group
Partner Interview
Brown & Brown•US•Large CapThe ProgressiveBerkshire HathawayMarsh McLennan CompaniesScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsJan 14, 2025
CCC, Progressive, & Risks of Customers Switching to Mitchell
Former Director of Claims at Progessive Insurance
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