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Apr 9, 2026
GEICO vs Progressive: Market Share, Risk Segmentation, Claims Efficiency & AI
Former Senior Vice President at GEICO
Apr 3, 2026
CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs
Former Senior Vice President at GEICO
Mar 23, 2026
Progressive vs GEICO: Telematics, Pricing Strategy & Customer Retention
Former Director of National Accounts, Progressive
Partner Interview
The Progressive•US•Large CapUSAAState FarmBerkshire HathawayLemonadeRootScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 18, 2026
Progressive Leadership Transition: Tricia Griffith, Andrew Quigg & CEO Succession
Former Senior Claims Director, The Progressive Corporation
Partner Interview
The Progressive•US•Large CapState FarmBerkshire HathawayScale EconomiesInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsMar 10, 2026
America's Car-Mart: Doug Campbell's Fleet Management & Remarketing Experience
Former Vice President at Avis Budget Group
Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryMar 9, 2026
America's Car-Mart: Evolution from $10K to $20K Vehicles & Impact on Customer Retention
Former General Manager at America's CAR-MART Inc.
Partner Interview
Americas CarMart•US•Small CapCarvanaCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryFeb 25, 2026
Carvana: Company Culture, Execution Challenges & Near-Death Experiences
Former Executive at Carvana
Feb 9, 2026
America's Car-Mart: Centralization Strategy, Store Closures & Turnaround Plan
Former Parts Account Manager at Americas Car-Mart
Partner Interview
Americas CarMart•US•Small CapCarvanaDriveTimeCarMaxCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryJan 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 26, 2026
FTAI Aviation: Aeroderivative Gas Turbine Competition
Director of Business Development at Toshiba Energy Systems
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergyMTU Aero EnginesStandardAeroGeneral ElectricSafranScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsUtilitiesJan 22, 2026
FTAI Aviation: CFM56 Aeroderivative Engine Services
Former Aero Services Director at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGeneral ElectricStandardAeroGE VernovaScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
Airbus SE: Fuselage Panel Challenges & Production Rates
Former Quality Director at Airbus
Partner Interview
Airbus•NL•Large CapThe BoeingHoneywellTransDigm GroupHEICOFTAI AviationProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerPhysical Infra & NetworksLow Cost OperatorsIndustrialsJan 19, 2026
FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges
Former Vice President, Global Services Aeroderivatives at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergySafranGeneral ElectricMTU Aero EnginesScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
MTU Aero Engines: GTF vs LEAP & Economies of Scale
Former CEO of MTU Maintenance, MTU Aero Engines
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGeneral ElectricSafranRolls-RoyceRTXStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Maintenance Director of a Large Asian Airline
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGeneral ElectricRTXRolls-RoyceSafranStandardAeroScale EconomiesProcess PowerSwitching CostsPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 9, 2026
CarMax: Inventory Missteps, Omnichannel Friction, and the Carvana Challenge
Former Executive Vice President at CarMax
Partner Interview
CarMax•US•Mid CapCarvanaLithia MotorsAsbury Automotive GroupPenske Automotive GroupACV AuctionsCounter PositioningNetwork EffectsLow Cost OperatorsVertically Integrated RetailerAuctions & ClassifiedsConsumer DiscretionaryIndustrialsJan 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 DiscretionaryJan 7, 2026
Credit Acceptance, Carvana, and U.S. Subprime Auto: Ancillary Product Economics, Advances, and Dealer Incentives
US Auto F&I Advisor
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