In short: Named only in the most-exposed bucket, with SelectQuote and EverQuote — insurance lead generation weakens "because comparison is continuous."
25:58insurance, housing, travel portals, they're going to weaken because comparison is continuous. Select quote, Go Health, and Ever Quote. Insurance distribution is built around complexity, limited consumer attention, and periodic shopping. Once people sign up for their insurance, they just don't want to look anymore. It's annoying.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.