Here is a company that seems to thrive in the altered Covid-19 business landscape, EverQuote (EVER). We were already very bullish on the shares for a variety of reasons (see here and here), and the company delivered in Q1.
For starters, revenue keeps on growing at a phenomenal rate (56% in Q1), and operationally things are rapidly improving:
Covid-19 altered business landscape
There are a number of changes in the insurance business landscape that seem to favor EverQuote:
- An acceleration in the digital transformation of the industry.
- A temporary reduction in