Feed · Ian Gutterman

Ian's Blog: Nominal Returns

Insurance Investing Insights

222 posts indexed3 in the last 30 daysInsurance · Enterprise Software · Venture Capital & Startups · AI (Horizontal)Visit site ↗

Friday, 5 March 2021

1 piece

A Market Murder Mystery: Who Is About to Kill the Tech Bubble?

Monday, 1 March 2021

1 piece

An Insuretech Murder Mystery: What Will Kill Today’s High Valuations?

Friday, 19 February 2021

1 piece

Was The Texas Freeze Really Unforseeable?

Thursday, 11 February 2021

1 piece

IAN’S ALERT: The McKinsey Opioid Settlement

Monday, 1 February 2021

1 piece

Making Sense of Reddit, GameStop, Robinhood, and Bubbles

Tuesday, 26 January 2021

1 piece

GameStop: A Lesson In Short Squeezing

Tuesday, 19 January 2021

1 piece

Giving Back Its Gains: Lemonade Targeted By Shorts

Wednesday, 13 January 2021

1 piece

Greater Fool: Lemonade is the Hare Extraordinaire

Thursday, 7 January 2021

1 piece

The Hot Pepper Scale: An Update

Monday, 4 January 2021

1 piece

The Socializing of Debt Bubbles aka Leverage Has Costs

Tuesday, 22 December 2020

1 piece

How to Evaluate CAC: An Alternate Framework

Wednesday, 16 December 2020

1 piece

The Future of Personal Lines Distribution: An Update

Monday, 7 December 2020

1 piece

Metromile: The Palm Pilot of Insuretech

Monday, 23 November 2020

1 piece

How to Evaluate TAM: An Alternate Framework

Thursday, 12 November 2020

1 piece

Ian’s Brief #8: Vaccine Edition

Wednesday, 4 November 2020

1 piece

Why the Polls Were Wrong and What We Can Learn From Them

Monday, 2 November 2020

1 piece

Providing Life Support to AIG

Friday, 23 October 2020

1 piece

AEL’s Corporate Governance Failure

Monday, 19 October 2020

1 piece

Burn, Baby, Burn

Friday, 9 October 2020

1 piece

Ian’s Brief #7: AI, AEL, and ESG

Monday, 5 October 2020

1 piece

The Death of Factor Models Part II – Killed By Covid

Tuesday, 29 September 2020

1 piece

The Death of Factor Models – Part I