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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
Credit Acceptance: Dealer Economics & Competitive Positioning vs Westlake
Jul 22, 2026
Partner Interview
Credit Acceptance•US•Mid CapCarMaxCarvanaWestlake Financial ServicesExeter FinanceCornered ResourceProcess PowerCounter PositioningInsurers & FinancialsLow Cost OperatorsVertically Integrated RetailerFinancialsConsumer DiscretionaryJul 22, 2026
BNSF & Union Pacific: Autonomous Trucking Threat vs. Intermodal Network Opportunity
Jul 13, 2026
Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCBerkshire HathawayScale EconomiesPhysical Infra & NetworksInsurers & FinancialsSerial AcquirerIndustrialsFinancialsJul 13, 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
Howmet, PCC & the Single Crystal Blade Bottleneck
Jun 29, 2026
Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesInsurers & FinancialsSerial AcquirerOEMs w/ Installed BaseIndustrialsFinancialsJun 29, 2026
Lennar's Even-Flow Strategy: Origins, Implementation & Cost Structure
Jun 25, 2026
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 25, 2026
Lennar Even Flow Construction: Subcontractor Cost Advantages by Trade
Jun 17, 2026
Partner Interview
Lennar•US•Large CapD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 17, 2026
Lennar vs D.R. Horton: Comparing Even-Flow Execution and Margin Trade-offs
Jun 12, 2026
Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & FinancialsSerial AcquirerConsumer DiscretionaryFinancialsJun 12, 2026
Weekly update
Accenture and SI Economics & Markel Insurance CEO References
Jun 4, 2026
WorkdayMarkelOpenAIOracle
Jun 4, 2026
IP References
Jun 2, 2026
Markel Insurance: US Org Structure & Simon Wilson References
IP Reference Check
Management CheckMarkel•US•Large CapProcess PowerInsurers & FinancialsFinancials
Ryan Specialty MGU: Underwriting Structure, Commission Economics & Carrier Relationships
May 29, 2026
Partner Interview
Ryan Specialty Group•US•Mid CapRT SpecialtyMarkelW R Berkley CorpChubbProcess PowerInsurers & FinancialsFinancialsConsumer StaplesMay 29, 2026
GE Aerospace: Bottlenecks in Airfoil Castings & Powder Forgings
May 6, 2026
Partner Interview
GE Aerospace•US•Mega CapAirbusHowmet AerospaceRTXThe BoeingBerkshire HathawayProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BaseInsurers & FinancialsSerial AcquirerIndustrialsFinancialsMay 6, 2026
T-Mobile to Credit Acceptance: Vinayk Hegde & Steffen Schumann on Digital Transformation & Customer-Centric Operations
Apr 30, 2026
Partner Interview
Credit Acceptance•US•Mid CapCornered ResourceProcess PowerInsurers & FinancialsFinancialsApr 30, 2026
Weekly update
Workday, Progressive Insurance, Games Workshop
Apr 21, 2026
WorkdayHasbroThe ProgressiveLemonadeOracleSap Se
Apr 21, 2026
Kinsale Capital: Broker Perspective on Coverage, Commission & Market Position
Apr 20, 2026
Partner Interview
Kinsale Capital Group•US•Mid CapMarkelBrown & BrownRyan Specialty GroupW R Berkley CorpProcess PowerInsurers & FinancialsSerial AcquirerFinancialsApr 20, 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
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