Financial Controller @fin_controller1
Public Market investing. NFA.DYDD usa Joined February 2018-
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Trimming can be useful if that means going from extremely overweight to overweight on a position, part of investing discipline. True winners master the art of protecting capital and consistent outsized returns. For most buy & hold long term is best. $LMND
Trimming can be useful if that means going from extremely overweight to overweight on a position, part of investing discipline. True winners master the art of protecting capital and consistent outsized returns. For most buy & hold long term is best. $LMND
With ceded premiums down to 20%, my $LMND model suggests they will guide for a full year 2026 + Adj EBITDA ($0-$25M positive). FY 2026 Assumptions: IFP: $1.573M, TTM GLR:68%, Growth Spend: $203M Fixed Opex: $355M first Adj EBITDA + Q2/Q3 2026.
With ceded premiums down to 20%, my $LMND model suggests they will guide for a full year 2026 + Adj EBITDA ($0-$25M positive). FY 2026 Assumptions: IFP: $1.573M, TTM GLR:68%, Growth Spend: $203M Fixed Opex: $355M first Adj EBITDA + Q2/Q3 2026.
AI application layer companies will win $LMND
AI application layer companies will win $LMND
AI Application layer companies will win 2025 and beyond, we may see ATH of $188 in 2025 🚀🚀 $LMND
AI Application layer companies will win 2025 and beyond, we may see ATH of $188 in 2025 🚀🚀 $LMND
tweeted below when this was $104, still think we have a long runway to go. $LMND
tweeted below when this was $104, still think we have a long runway to go. $LMND
Still don’t think this rally lasts post earnings.
Current sentiment appears to be very bullish, i am not making any big changes to portfolio and holding this for a decade at-least unless fundamentals change. Happy to see the upward move & refreshing to see a couple of green days which have been rare for the last 3 years. $LMND
Current sentiment appears to be very bullish, i am not making any big changes to portfolio and holding this for a decade at-least unless fundamentals change. Happy to see the upward move & refreshing to see a couple of green days which have been rare for the last 3 years. $LMND
Clearly fundamentals moving in the right direction and great job putting out the story. As we get closer to profitability and growth re-accelarates this will indeed be a great buying opportunity in hind-sight for long term investors. $LMND @daschreiber
I still think they will have >$1B in IFP and will be within ball park of $140M Adj Ebitda FY2024. Even if GLR stays mid/high 70s this is still in play. $LMND
I still think they will have >$1B in IFP and will be within ball park of $140M Adj Ebitda FY2024. Even if GLR stays mid/high 70s this is still in play. $LMND
My thoughts are overall heading in the right direction with GLR down in high 70s, gross profit improving. Really impressed with cash management by the team. #2 did play out which as a LT investor gives comfort & the cash is expected to dip only 10% before ⬆️ H1 25. 🍋🚀 $LMND
My thoughts are overall heading in the right direction with GLR down in high 70s, gross profit improving. Really impressed with cash management by the team. #2 did play out which as a LT investor gives comfort & the cash is expected to dip only 10% before ⬆️ H1 25. 🍋🚀 $LMND
$LMND Goldilocks scenario: 1. GLR < 75% Q4 23 2. Pull forward the FCF+ guide into early/mid 2025 3. 2024 Strong Guide (see tweet below on my expectation). IMO, 50%+ probability above plays out based on recent commentary from Daniel, SA extension and lower industry-wide CATs
$LMND Goldilocks scenario: 1. GLR < 75% Q4 23 2. Pull forward the FCF+ guide into early/mid 2025 3. 2024 Strong Guide (see tweet below on my expectation). IMO, 50%+ probability above plays out based on recent commentary from Daniel, SA extension and lower industry-wide CATs
$LMND Q4 Earnings Preview - Feb 27th @Lemonade_Inc @daschreiber @shai_wininger @tebixby @yaelwiss Lemonade is set to report earnings after market close on February 27th, with the conference call following on the morning of the 28th. I've been keeping a close eye on the…
reasonable Q4-2023 expectation 👇
$LMND Medium Term technicals show a strong battle ground between bulls and bears. 10Yr yield moving up adding pressure on bearish side. Most recent price targets are in the image below. All my share lent out as of Friday @ 0.7 Fee rate on IBKR Platform. Source: Trading Central
Dude pulling off Dr Strange level sorcery!
Important Note & I hope management takes an assertive approach in guiding 2024. A critical moment for $LMND story. Culture of setting the bar higher & letting the team "go get" is how 🍋 will influence industry & investors & build an iconic global company. Well written note Neil!
Important Note & I hope management takes an assertive approach in guiding 2024. A critical moment for $LMND story. Culture of setting the bar higher & letting the team "go get" is how 🍋 will influence industry & investors & build an iconic global company. Well written note Neil!
BOFA Analyst Note dated 10/2/23: Terminating coverage of $LMND and raised concerns around 1) Volatility 2) AI Benefits in Underwriting & 3) Share Price volatility. Snapshot from the note below 👇
Accurate & aggressive guide sets the bar higher for the product/finance teams to go all in and hit it out of the park, they are a bright team they can do it. I am expecting below 2024 guide: - IFP > $1B, - GLR (ex CAT) < 70% - Adj EBITDA loss < $140M. $LMND 🍋🚀
As I am an early cybertruck reservation holder just got a text from Tesla that they will give me an additional $1K off if I take delivery of model Y before 3/31. Q1 promos started 4 week early, maybe a signal of a weak quarter Q1. $TSLA
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