Quarterly competitive intelligence on 40+ publicly traded companies

Contrarian analysis with our "better-than-it-looks" or "worse-than-it-looks" thesis, and a playbook (8-10 per year)

Jun 30, 2026

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4 min read

The Moat Is Real. The Perimeter Is Wrong.

What a $20 billion captive wholesale platform reveals about Amwins' biggest blind spot

Jun 24, 2026

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3 min read

The Casualty Time Bomb

What $15.8 billion in adverse reserve development reveals about the P&C industry's biggest blind spot

Apr 29, 2026

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16 min read

The "Silent AI" Trap: Why Legacy Carriers Are Fleeing and Specialty Markets Are Cashing In

[Full Intelligence Brief]: As the P&C industry uses new ISO endorsements to delete AI liability from standard policies, an empty safety net is forcing a multi-billion-dollar land grab in the E&S space