ROOT

Root (Nasdaq: ROOT). Telematics-priced auto insurance. First write-up May 2026.

Six Earnings Updates!

A very busy earnings week across the names from past write-ups. The market mostly traded the headline while the filings told a more specific story.

by Fajasy

Aug 10, 2026

UUUU

Five Names Worth Revisiting

A fresh look at five names from the archive, plus a quick recap of the market backdrop. For each name, I cover what happened to the business while the stock moved, where the mispricing has widened, and whether I'm adding at current prices.

by Fajasy

Aug 2, 2026

Deep Dive

Root's Turnaround Story

Record $36M net income and 47% ROE drive a first-ever buyback, but underlying combined ratios lag peers as premium book growth slowed to 2% y/y from 23%

by Fajasy

May 14, 2026