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May 6, 2026

GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings

Partner Interview
General Electric•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Apr 30, 2026

T-Mobile to Credit Acceptance: Vinayk Hegde & Steffen Schumann on Digital Transformation & Customer-Centric Operations

Partner Interview
Credit Acceptance•US•Mid CapCornered ResourceProcess PowerInsurers & FinancialsFinancials
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Weekly update
Apr 21, 2026

Workday, Progressive Insurance, Games Workshop

WorkdayHasbroThe ProgressiveLemonadeOracleSap SeWorkdayHasbroThe ProgressiveLemonadeOracleSap Se
Apr 20, 2026

Kinsale Capital: Broker Perspective on Coverage, Commission & Market Position

Partner Interview
Kinsale Capital Group•US•Mid CapMarkelBrown & BrownRyan Specialty GroupW R Berkley CorpProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Apr 20, 2026

Lemonade: Pet & Renters Pricing Models vs Auto Insurance Challenges

Partner Interview
Lemonade•US•Mid CapState FarmUSAAThe ProgressiveBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Apr 9, 2026

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

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IP Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeScale EconomiesInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancials
Apr 6, 2026

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

Partner Interview
Embraer•BR•Large CapAirbusThe BoeingHoneywellBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerIndustrialsFinancials
Apr 4, 2026

Markel: UK National Markets vs London Market Structure

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IP Interview
Markel•US•Large CapBrown & BrownChubbProcess PowerInsurers & FinancialsSerial AcquirerFinancials
Apr 3, 2026

CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs

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IP Interview
CCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareInsurers & FinancialsLow Cost OperatorsInformation TechnologyFinancials
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Weekly update
Mar 26, 2026

Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce

MarkelAdyenOnto InnovationVisaASMLKLAMastercardGoogleSap SeMarkelAdyenOnto InnovationVisaASMLKLAMastercardGoogleSap Se
Mar 23, 2026

Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention

Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Mar 18, 2026

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

Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancials
Mar 17, 2026

Markel: Integrating Alterra and Potential Challenges of Decentralized Underwriting

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IP Interview
Markel•US•Large CapProcess PowerInsurers & FinancialsFinancials
Mar 12, 2026

Markel: Underwriting Culture & Insurance Reorganisation

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IP Interview
Markel•US•Large CapW R Berkley CorpRyan Specialty GroupKinsale Capital GroupBerkshire HathawayChubbProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Mar 5, 2026

Bank of Georgia: Corporate Banking Underwriting, Diversification & Real Estate Exposure

Partner Interview
Bank of Georgia Group•GB•Mid CapScale EconomiesInsurers & FinancialsFinancials
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IP References
Feb 27, 2026

Ernie Garcia II & Carvana Underwriting Practices

IP Reference Checks
Management CheckCarvana•US•Large CapCarMaxCredit AcceptanceCounter PositioningCornered ResourceProcess PowerVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsConsumer DiscretionaryFinancials
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IP Fieldwork Podcast
Feb 25, 2026

Markel Group: Capital Allocation

IP Fieldwork Podcast
Markel•US•Large CapBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Feb 9, 2026

Accelerant Holdings Business Model & Strategy

Partner Interview
Accelerant Holdings•KY•Mid CapKinsale Capital GroupMarkelChubbW. R. BerkleyProcess PowerInsurers & FinancialsFinancials
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IP Research Resource
Feb 2, 2026

Credit Acceptance

IP Company Learning Journey
Credit Acceptance•US•Mid CapCarvanaCapital One FinancialWestlake Financial ServicesSantander Consumer USACornered ResourceProcess PowerCounter PositioningInsurers & FinancialsVertically Integrated RetailerFinancialsConsumer Discretionary
Jan 29, 2026

Kinsale Capital: Quote Speed, Authority Limits & Underwriting Strategy

Partner Interview
Kinsale Capital Group•US•Mid CapMarkelW R Berkley CorpRyan Specialty GroupBrown & BrownChubbProcess PowerInsurers & FinancialsSerial AcquirerFinancials

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