Modern Value Investing

Share this post

User's avatar
Modern Value Investing
Root, Inc: Disruptive Insurtech Delivers a Turnaround Quarter that Changes Everything
Copy link
Facebook
Email
Notes
More

Root, Inc: Disruptive Insurtech Delivers a Turnaround Quarter that Changes Everything

Spoiler: I am Sensing a mid-term 10x and long-term 100x Potential

Value Investigator's avatar
Value Investigator
Feb 26, 2024
∙ Paid
26

Share this post

User's avatar
Modern Value Investing
Root, Inc: Disruptive Insurtech Delivers a Turnaround Quarter that Changes Everything
Copy link
Facebook
Email
Notes
More
Share

Summary

  • Root shocked the market with break even adj. EBITDA and strong growth

  • Why I think Root has all the ingredients to be a long term success story in a highly attractive industry

  • Root is now faster growing and vastly more profitable than insurtech peer Lemonade, yet trades at an 85% discount

Disclaimer: This writeup is not investment advice and should n…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Value Investigator
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More