Hippo Holdings looks too risky as a turnaround story focused on home insurance, one of the worst lines because big events such as wildfires create heavy losses. x.comÂ
Biotech2k
Biotech Investor, AI-Driven Drug Discovery
Root is an interesting company with an ambitious CEO, but it belongs in the too-hard pile without any edge in judging insurance businesses, despite encouraging fundamentals noted by others. x.comÂ
Goosehead Insurance offers better hunting elsewhere, despite its appeal in isolation. It targets low-level insurance markets with heavy competition, including self-service options such as Progressive, and its founders have already cashed out big. x.comÂ
Bridger Aerospace has a lot of upside because wildfires are real threats, though the business tends to be seasonal. x.comÂ