EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Goosehead Insurance (GSHD)

Financials

Off Wall Street

OWS’s short thesis continues to play out as growth slows and profitability erodes. Total Written Premium (TWP) growth is decelerating, converging toward a long-term low double-digit rate, while management’s talk of 40% growth within five years appears unrealistic. Agent growth has stalled (+3.8% Y/Y vs. +11.1% last quarter) and productivity per agent has essentially been flat for 3 straight quarters. Meanwhile, operating costs per agent continue to rise, leading to margin compression that management expects to persist into 2026. OWS argues that GSHD’s franchise-heavy model is becoming less attractive to experienced agents and increasingly reliant on costly recruitment of new ones, leaving valuation vulnerable to further downside. TP $52 (25% downside).

Edition: 223

- 31 October, 2025


Goosehead Insurance (GSHD)

Financials

Memphis Research Group

Over the last 4 quarters GSHD has experienced increased churn within its agent base and a slowdown in the recruitment / signing of new agents (both in-house & franchise). This at a time when its go-to-market strategy should be yielding cyclically high agent income. This is the “canary in the coal mine” moment for its “disruptive” business model. Memphis’ field work indicates that GSHD’s agent compensation model can only thrive in certain limited markets, the vast majority of which are already populated with the company's agents. The slowdown in residential home sales will severely expose the limited TAM of GSHD’s model beginning now.

Edition: 142

- 19 August, 2022