genuinely hoping management will step up and give us surprising guidance.
in terms of revenue growth and when we can see net profitability
or we will be chopping in the 40s for a long long time, maybe even lower
Tonight's DeepDive will be on Lemonade $LMND at 10:30PM EST with @PaperBagInvest@jakebrowatzke and @Neil_X10.
Please comment a stock for next Thursday and any people you think would be great to speak on the name!
Tonight's DeepDive will be on Lemonade $LMND at 10:30PM EST with @PaperBagInvest@jakebrowatzke and @Neil_X10.
Please comment a stock for next Thursday and any people you think would be great to speak on the name!
napkin math time.
1bil cash, 1bil premiums @ 70% loss ratios
premiums grow at 30% cagr for the next 10years + decreasing reinsurance
do the market cap math with a conservative multiple, $LMND is minimally worth $120 today.
not to mention 30% short float 🚀
Please, if you are new to the $LMND community,
I implore you to take a few hours, watch Investor Day 2024, @PaperBagInvest’s youtube and Daniel’s interviews.
We aren’t trying to hype a swing trade, we are pitching the stock of the decade.
something tells me $LMND investors traded the $OSCR pump and rotated profits into LMND HAHAHA, may have triggered a tiny squeeze here
loving the unit economics of both companies
Seems like it’s happening with the volunteering!
I like the idea of customers spreading the word and experience with their friends, as well as lowering churn when they feel like they have a stake.
Seems like it’s happening with the volunteering!
I like the idea of customers spreading the word and experience with their friends, as well as lowering churn when they feel like they have a stake.
hey @pakpakchicken, it’s been 2 years since i worked up the courage to ask you for a picture at coffee bean,
may i humbly ask for you to revisit the Lemonade thesis today please? #LMND
very curious to hear your opinion on #LMND in 2025
ok very long shot but hear me out
only institution buying power could have bought up softbank’s sale and maintained price
berkshire has been accumulating a secret stock and greg abel is aware of geico’s inefficiencies
lmnd undervalued, but too small for berkshire so…
we can’t outbuy softbank’s selling, but pre-market after earnings was a pleasant demonstration of other buyers coming in.
anyways, sustainable earnings always drives share price. it’s a matter of time.
168 Followers 342 Following⛳️ Golf lover | Grace in every swing
Building focus, strength & serenity — on the green and in life.
Here for growth, good vibes, and great conversations.
252 Followers 914 FollowingA young man with OCD. I am a Christian. I own $bmnr $dfdv $lmnd $nbis $iren to name a few and I like to post and share information on these stocks
.
147 Followers 366 FollowingScaling brands past $100k/month profitably with META, TikTok, Google Ads | $1M+ revenue generated for clients
Book Free Audit: https://t.co/YH8zsOuB7E
200K Followers 323 Following• Stock/Option Trader 📈 • 24/7 profit 💎 • Founder of Mikes Trading 👑 • I’m not a financial advisor • (You are responsible for your choices)
64K Followers 476 FollowingSpeculator & Investor since 2013 | Former Engineer & VC | Future Optimist | Here to help you make better investment decisions
232 Followers 319 Following👨💻Accountant|🇺🇸stock investors|Entered the market in April 25.|I hope to make $1 million and retire by the time I’m 30.|Target first pot of gold: US$100K
9K Followers 57 FollowingWe help All-In $TSLA investors with risk mgmt, covered call writing, IDing other exponentials. We don’t force you to sell your Tesla. For disclaimers view more.
205K Followers 805 FollowingAirline Captain, B.A. in International Business & Economics, Law Diploma, Technical & Financial Analyst. Not Financial Advice.
Patreon: thelonginvestor
5K Followers 267 FollowingSemper deinceps & tutto passa 6'8” 280lbs. In Texas, born in Yugoslavia. No friend ever served me and no enemy ever wronged me, whom I have not repaid in full
816 Followers 1K FollowingFormer CEO in global manufacturing industry, but stopped because I didn't know about Palantir Foundry back then. Now I invest from home. Barbell-ish Mode.
40K Followers 472 FollowingBuilt an AI study note tool → 300k users, $20.5K/month 🤙 https://t.co/rNhDgb5YRP, Learn how I market my app all organic 👉 https://t.co/q7hc6iXfjZ → $5k/month
1K Followers 752 FollowingTurtle Power Everywhere🐢Tech Slns Engineer & Growth Investor 🐢 Proving little guys can beat professional Wall Street funds 🐢 22% CAGR since port inception
23K Followers 459 FollowingStock Picker, Psychoanalyst | Stocks on weekdays, urban photography on weekends | Early $AAPL, quantum, $RKLB, $PLTR, etc | I also have a degree in philosophy
1.0M Followers 571 FollowingOfficial X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
2K Followers 228 FollowingBehavioural + Financial Insights on Lemonade ($LMND) | Deep dives, breaking news & original analysis - follow for sharp takes on the future of Ai insurance. NFA
1.0M Followers 92 FollowingEconomic insight from The Wall Street Journal. Want more? Sign up for our daily Real Time Economics newsletter: https://t.co/HX7UM0pmuK
20.9M Followers 1K FollowingSign up for our newsletters and alerts: https://t.co/QevH0DLQi8 | Got a tip? https://t.co/iXIigdPjEZ | For WSJ customer support: https://t.co/DZgH9n53qg
2.0M Followers 226 FollowingBreaking news and analysis on global markets
Live updates: https://t.co/5fCN0iMdOA
Sign up for the new Markets Daily newsletter: https://t.co/jPvsdu1EIP
9.8M Followers 104 FollowingThe first word in business news. Singapore newsletter: https://t.co/RtyaUOdLdF Newsletters: https://t.co/nWaCxHSKuU Podcasts: https://t.co/096e9xMbPz
298K Followers 636 FollowingData-driven Investment Research | Follow to learn about markets & the global economy | Get swing trade ideas & market analysis at https://t.co/Jjyd8HqJL4
59K Followers 980 FollowingTechnical/Fundamental analyst, CPA, Owner of https://t.co/hO3l50hhRd, Investing in the Second Wave of AI, Join 17,000 other investors 👇
677K Followers 449 FollowingI tweet about trading, financial markets, & financial freedom. I also share what I find inspiring & motivating. I’m a trader & the founder of https://t.co/TT0duLcHc3
1.4M Followers 956 FollowingMenswear writer. Editor at @putthison. Bylines at The New York Times, The Financial Times, Politico, Esquire, and Mr. Porter
97K Followers 461 FollowingSelective contrarian investor | The writer of the Capitalist-Letters newsletter read in +180 countries & Co-Founder @biggr_ai