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Ryan Specialty: Commission Structure, Soft Market Strategy & Global Expansion

Partner Interview
Ryan Specialty Group•US•Mid CapKinsale Capital GroupBrown & BrownAccelerant HoldingsProcess PowerInsurers & Financials
Sep 21, 2026

Business Wire, Cision & Access Newswire: IR vs PR Newswire Strategy

Partner Interview
Access Newswire•US•Small CapOpenAIAnthropicBerkshire HathawayScale EconomiesInsurers & Financials
Sep 11, 2026

Credit Acceptance vs Westlake: Subprime Dealer Profit Economics

Partner Interview
Credit Acceptance•US•Mid CapWestlake Financial ServicesExeter FinanceCarvanaCornered ResourceInsurers & Financials
Sep 3, 2026

Copart, Progressive & the Structural Shift in Auto Insurance Claims

Partner Interview
Copart•US•Large CapCox AutomotiveRitchie Bros AuctioneersIAAThe ProgressiveBerkshire HathawayScale EconomiesAuctions & Classifieds
Aug 27, 2026

BNSF & Aurora: Autonomous Trucking's Impact on Rail Intermodal

Partner Interview
BNSF RailwayAuroraUnion PacificBerkshire HathawayCanadian Pacific Kansas CityScale EconomiesInsurers & Financials
Aug 19, 2026

BNSF & Union Pacific: Autonomous Trucking Threat to Intermodal

Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCSouthern CompanyBerkshire HathawayScale EconomiesInsurers & Financials
Aug 18, 2026

Root Inc: Telematics Advantage, LTV Models & Underwriting Sophistication

Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceLemonadeThe ProgressiveCounter PositioningInsurers & Financials
Aug 10, 2026

Progressive: Claims Operations, Culture & Pricing Discipline

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IP Interview
The Progressive•US•Large CapUSAACopartRitchie Bros AuctioneersIAABerkshire HathawayBelronCCC Intelligent SolutionsNetwork EffectsAuctions & Classifieds
Aug 6, 2026
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Value Chain

CCC Intelligent Solutions: How an Auto Physical Damage Claim Flows Through Value Chain

IP Research
IP ResearchCCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveCopartRitchie Bros AuctioneersIAABerkshire HathawayNetwork EffectsAuctions & Classifieds
Jul 30, 2026
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Weekly update

Copart & Progressive's Power, Meta's Culture

Copart•US•Large CapRitchie Bros AuctioneersIAAThe ProgressiveMetaNetwork EffectsAuctions & Classifieds
Jul 29, 2026
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IP Research Analysis

Copart, IAA, & CCC: Progressive’s Power

IP Research
IP ResearchCopart•US•Large CapThe ProgressiveCCC Intelligent SolutionsEnlyte IncRitchie Bros AuctioneersIAANetwork EffectsAuctions & Classifieds
Jul 28, 2026

CCC vs Mitchell: Auto Claims Software Competition & Progressive's Strategy

Partner Interview
CCC Intelligent Solutions•US•Mid CapEnlyte IncThe ProgressiveNetwork EffectsB2B Software
Jul 27, 2026

Lemonade, GEICO & the Durability of Incumbent Auto Insurers

Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & Financials
Jul 23, 2026

Credit Acceptance: Dealer Economics & Competitive Positioning vs Westlake

Partner Interview
Credit Acceptance•US•Mid CapCarMaxCarvanaWestlake Financial ServicesExeter FinanceCornered ResourceInsurers & Financials
Jul 22, 2026

BNSF & Union Pacific: Autonomous Trucking Threat vs. Intermodal Network Opportunity

Partner Interview
Union Pacific•US•Large CapBNSF RailwayCPKCBerkshire HathawayScale EconomiesInsurers & Financials
Jul 13, 2026

Lemonade & Root: Telematics Strategy & Pricing Advantage in Auto Insurance

Partner Interview
Lemonade•US•Mid CapRootThe ProgressiveBerkshire HathawayScale EconomiesInsurers & Financials
Jun 30, 2026

Howmet, PCC & the Single Crystal Blade Bottleneck

Partner Interview
Airbus•NL•Large CapHowmet AerospaceBerkshire HathawayThe BoeingGE AerospaceSafranRTXProcess PowerMission Critical Products & Services
Jun 29, 2026

Lennar's Even-Flow Strategy: Origins, Implementation & Cost Structure

Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & Financials
Jun 25, 2026

Lennar Even Flow Construction: Subcontractor Cost Advantages by Trade

Partner Interview
Lennar•US•Large CapD.R. HortonBerkshire HathawayScale EconomiesInsurers & Financials
Jun 17, 2026

Lennar vs D.R. Horton: Comparing Even-Flow Execution and Margin Trade-offs

Partner Interview
Lennar•US•Large CapKB HomeD.R. HortonBerkshire HathawayScale EconomiesInsurers & Financials
Jun 12, 2026

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