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My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-SEP-18 · Joseph Carlson · Joseph Carlson After Hours · Negativemention · ▶ 25:58 · source page ↗$0.46

In short: Named only in the most-exposed bucket, with GoHealth and EverQuote — insurance distribution lives on complexity and periodic shopping; an agent found one person the same cover for $600 a year less in 20 minutes.

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.

SOD $0.46

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