Both companies posted solid underwriting results last year but Progressive did so while growing rapidly while GEICO lost market share.
Do you plan on writing a BNSF vs. Union Pacific comparison? Also, do you suspect that the discount of BNSF's enterprise value versus UNP is negatively diverging at the same pace and depth as GEICO versus Progressive? thx!
Do you plan on writing a BNSF vs. Union Pacific comparison? Also, do you suspect that the discount of BNSF's enterprise value versus UNP is negatively diverging at the same pace and depth as GEICO versus Progressive? thx!