Trupanion sparks bulls' and bears' passions even as it takes care of our cats and dogs. We bring on The CrickAnt, a Seeking Alpha author who focuses on insurance companies, to break down Trupanion's positioning and the particularities of the insurance industry. He highlights the biggest challenge the company faces - the need to gain market share while also increasing its bottom line.
Topics covered
2:00 - Why does it matter if we call Trupanion an insurer? 4:30 - Where Trupanion fits in the insurance industry, and regulatory concerns 8:30 - Hitting the key ratios in the sector and an example of lowering costs 16:15 - Where profitability may come from for Trupanion 21:15 - The competitive landscape, including Nationwide, and how Trupanion competes 24:00 - The European market and the light it sheds on Trupanion's future 30:00 - What is the other side of the trade?