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IP References
Jul 31, 2026
Copart: Jay Adair vs Jeff Liaw & Progressive's Share Gains
IP References
Management CheckCopart•US•Large CapState FarmManheimIAARitchie Bros AuctioneersThe ProgressiveNetwork EffectsScale EconomiesAuctions & ClassifiedsPhysical Infra & NetworksInsurers & FinancialsLow Cost OperatorsIndustrialsConsumer DiscretionaryFinancials
Value Chain
CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain
Jul 30, 2026
IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerInformation TechnologyFinancialsIndustrialsConsumer Discretionary
Jul 30, 2026
Weekly update
Copart & Progressive's Power, Meta's Culture
Jul 29, 2026
Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMeta
Jul 29, 2026
IP Research Analysis
Copart, IAA, & CCC: Progressive’s Power
Jul 28, 2026
IP Research
IP ResearchCopart•US•Large CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAAScale EconomiesSwitching CostsNetwork EffectsInsurers & FinancialsLow Cost OperatorsB2B SoftwareAuctions & ClassifiedsPhysical Infra & NetworksFinancialsInformation TechnologyIndustrialsConsumer Discretionary
Jul 28, 2026
CCC vs Mitchell: Auto Claims Software Competition & Progressive's Strategy
Jul 27, 2026
Partner Interview
CCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsInformation TechnologyFinancialsJul 27, 2026
Lemonade, GEICO & the Durability of Incumbent Auto Insurers
Jul 23, 2026
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJul 23, 2026
Lemonade & Root: Telematics Strategy & Pricing Advantage in Auto Insurance
Jun 30, 2026
Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsJun 30, 2026
Weekly update
Workday, Progressive Insurance, Games Workshop
Apr 21, 2026
WorkdayHasbroThe ProgressiveLemonadeOracleSap Se
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 & FinancialsLow Cost OperatorsSerial AcquirerFinancialsApr 20, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
Apr 9, 2026
Apr 9, 2026
CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs
Apr 3, 2026
Apr 3, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Mar 23, 2026
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 23, 2026
Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession
Mar 18, 2026
Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 18, 2026
Root Inc: A Potential Data-Driven Advantage
Jan 28, 2026
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryJan 28, 2026
Root Inc: New Partnerships & Quote-and-Bind APIs
Jan 27, 2026
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceHyundai MotorThe ProgressiveBerkshire HathawayCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryJan 27, 2026
Root Inc: Carvana & Building a Scalable Partnerships Platform
Jan 8, 2026
Partner Interview
Root•US•Small CapCarvanaBerkshire HathawayThe ProgressiveLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryJan 8, 2026
Carvana: Root & Embedded Insurance Moat
Dec 9, 2025
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 9, 2025
Root Inc: Growth Outside the DTC Channel
Dec 1, 2025
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryDec 1, 2025
Root Inc: Carvana Partnership Detailed Analysis
Nov 15, 2025
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryNov 15, 2025
Root Inc: Embedded Distribution vs D2C
Nov 14, 2025
Partner Interview
Root•US•Small CapThe ProgressiveCarvanaBerkshire HathawayLemonadeScale EconomiesCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerSerial AcquirerFinancialsConsumer DiscretionaryNov 14, 2025
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