Progressive(PGR)02-13 01:35
$Progressive(PGR)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001086364-24-006969 Act: 34 Size: 13 KB 网页链接查看全文
Progressive(PGR)03-25 23:45
$Progressive(PGR)$ ARS Annual Report to Security Holders Accession Number: 0001193125-24-076191 Act: 34 Size: 1 MB 网页链接查看全文
Progressive(PGR)03-23 02:55
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-010953 Size: 5 KB 网页链接查看全文
Progressive(PGR)03-23 03:45
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-010976 Size: 5 KB 网页链接查看全文
Progressive(PGR)04-17 02:25
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012944 Size: 9 KB 网页链接查看全文
Progressive(PGR)04-17 02:25
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012946 Size: 5 KB 网页链接查看全文
Progressive(PGR)04-17 02:55
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012957 Size: 5 KB 网页链接查看全文
吉吉GOO2023-09-24 20:48
近日研究了一阵子Progressive,虽然它远在太平洋对岸加上语言文化障碍,但感觉把握住商业模式核心和竞争优势来源还是不难,从而建立了一些研究美国公司的信心。
也许跟踪13F、看spin-off、研究大幅回购的美股这些事情又可以在未来重新提上日程了。(以前浮躁的时候也做过这些事,那时候其实不...查看全文
吉吉GOO2023-09-19 15:14
营运车辆是车险商最不愿意承保的、很容易亏损的种类,美国也类似,行业综合成本率去到110%(黑线),progressive的综合成本率却可以控制在90%甚至85%以下(蓝线),和行业拉开20个点以上差距,需知它的保费往往还比别家便宜0-30%。
这就是远程采集数据,风险精准定价的魅力....查看全文
吉吉GOO2023-09-19 08:06
Ajit坦言,GEICO在定价准确性、风险匹配方面远不如Progressive,最大的罪魁祸首是GEICO没有采用telematics(传感器、远程信息处理系统),而Progressive已经用了这套系统十多二十年,而GEICO只是过去两年才做了一些尝试,试图将费率和风险匹配,这需要一段时间。(2021股东会)查看全文
坚信价值2023-08-20 00:23
$伯克希尔-哈撒韦B(BRK.B)$ 的权益资产,有一半是非上市资产,你自己买不到。网页链接
(不过你可以尝试用类似业务和质量的上市公司复制,比如用$联合太平洋(UNP)$ 代替BNSF铁路,$Progressive(PGR)$ 代替GEICO保险)
如果用公允价值而不是会计价值去衡量...查看全文
$Progressive(PGR)$ PX14A6G Notice of exempt solicitation submitted by non-management Accession Number: 0001096906-24-000997 Act: 34 Size: 23 KB 网页链接
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-013177 Size: 4 KB 网页链接
$Progressive(PGR)$ 144 Report of proposed sale of securities Accession Number: 0001959173-24-002963 Act: 33 Size: 4 KB 网页链接
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012982 Size: 5 KB 网页链接
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012984 Size: 7 KB 网页链接
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012978 Size: 5 KB 网页链接
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012980 Size: 5 KB 网页链接
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012972 Size: 5 KB 网页链接
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012976 Size: 5 KB 网页链接
$Progressive(PGR)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-24-012970 Size: 5 KB 网页链接