I'm getting a lot of "scared money" vibe now.
"The real key to making money in stocks is not to get scared out of them" - Peter Lynch.
A lot people has seen this quote but I think it's a lot more nuanced. Let me list a few off my heads:
1. Market has peaked (I'm hearing a lot…
Hi All, recently started researching $grab. Curious if anyone has any deep dive research, video's, or articles they wouldn't mind providing. Thanks in advance.
This is a thread 🧵 about Lemonade $LMND 🍋, a company that believes it can 10x its premiums over the next decade.
this thread comes after dozens of hours of research, reading, and listening, to the founders, earnings calls, and various industry reviews.⬇️
World's first autonomous delivery of a car!
This Tesla drove itself from Gigafactory Texas to its new owner's home ~30min away — crossing parking lots, highways & the city to reach its new owner
BREAKING: First ever Tesla Model Y robotaxi with no-one in the drivers seat spotted testing on public roads in Austin, Texas!
Tesla's new "Robotaxi" wordmark/logo is on the side of the vehicle.
BREAKING: First ever Tesla Model Y robotaxi with no-one in the drivers seat spotted testing on public roads in Austin, Texas!
Tesla's new "Robotaxi" wordmark/logo is on the side of the vehicle. https://t.co/zq4ZmiMqDg
$LMND bears, I asked for your criticisms, and you delivered.
I’ve gone through the replies and wanted to break down the key concerns, explain them simply, and respond objectively.
Let’s get into it:
1.
Auto insurance rates are too low.
Regulators don’t let Lemonade raise…
$LMND bears, I asked for your criticisms, and you delivered.
I’ve gone through the replies and wanted to break down the key concerns, explain them simply, and respond objectively.
Let’s get into it:
1.
Auto insurance rates are too low.
Regulators don’t let Lemonade raise…
FSD Supervised can handle Arc de Triomphe no problem
If there is a bigger roundabout in France, please let us know in the comments 😀
Pending regulatory approval
Another great quarter for @Lemonade_Inc:
🔥6th consecutive quarter of accelerating top-line growth
🔥Adj. Gross Profit increased 25% YoY (despite wildfires!)
🔥Car outpaced the rest of the book, and Car cross sales doubled YoY
🔥AI dividends on full display: In past 10 quarters…
Today, we’re announcing a long-term collaboration with @novonordisk that represents a step change in how we can expect healthcare access to work in the US. More on the news here: news.hims.com/newsroom/hims-…
FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area.
We've completed over 1.5k trips & 15k miles of driving.
This service helps us develop & validate FSD networks, the mobile app, vehicle allocation, mission control &…
HERE'S MY $LMND THOUGHTS 👇
$LMND trades at 2.6x Sales and 6.8x 2024 EV/GP and 4.6x FY25 EV/GP based on analyst estimates and 55% margins. Relative to other insurance companies like $ROOT you could argue $LMND is overvalued, but $LMND offers for more than $ROOT. For one, they…
LemonApe daily digest 🍋🦧 - Everyone thinks you can bolt on an LLM and match Lemonade.
You can’t. Because Lemonade’s system can act - and that’s what most people are missing!! let me explain...
Since LLMs went mainstream, the assumption I keep hearing is this: "Just add an LLM…
@PaperBagInvest Nice thread! This after hours price action (down 5-10%) is with very tiny amounts of volume. This reminds me of the days in 2010-2013 when $TSLA was a baby still at $2-3bn market cap. Back then what would often feel like a great quarter progress report earnings (e.g. losing…
The people who believe this are always the ones who have no skills, no unique ideas, and could not build anything of real value.
They are telling on themselves.
281 Followers 285 Following21 year old Growth Investor📈 | Follow my investing journey! | “Invest in the future you believe in” 🌎 | Not Financial Advice | $NBIS & $LMND 🍋
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249 Followers 373 FollowingMSc in Engineering | Long term $NBIS $LMND $SE $HIMS $TSLA $ROOT investor | Bullish on Automation and Space | God is good, good will prevail!
761 Followers 198 FollowingFundamental analysis into asymmetric bets |📍Bought PLTR @ 17, HIMS @ 13, TSLA @ 130, LMND @ 33, GLXY @ 23 | Big Law + @UniofOxford law | To god be the glory
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