Communities:
$LMND
| # | Tweet | Community | Topic | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [image] I'm a big $LMND bull but I don't shy away from posing the hard questions. What @shai_wininger projected in the Q2 '24 earnings call regarding OpEx minus Growth Spend has not come true. Similar statements were made in several shareholder letters. Could you clarify? @daschreiber | $LMND | — | 32.5K | 29.2x | 253 | Jul 29 |
| 2 | [text] So... let's talk about $LMND's book value (assets minus liabilities), which is an important metric for insurance companies.
Lemonade's book value is still declining. This point is often made by bears, who don't see/believe how Lemonade will turn this around. Moreover, Lemonade's | $LMND | — | 9.8K | 10.0x | 103 | Feb 22 |
| 3 | [text] Good luck to the 13% of voters who said $LMND would be Adj. EBITDA profitable in Q2! We’ll know tomorrow.
I’ve been saying since one year ago Adj. EBITDA profitability would come sooner than Q4 ‘26, despite management’s continuous reiteration that it would be in Q4.
But | $LMND | — | 5.7K | 5.6x | 67 | Jul 28 |
| 4 | [text] Wow. I'm so grateful to @Lemonade_Inc CEO @daschreiber and soon-to-be CFO Nick Stead for taking the time to address the concerns I and other retail investors have raised regarding OpEx rising faster than forecasted. This interview was a clear and helpful educational look at the | $LMND | — | 5.2K | 4.6x | 100 | Aug 6 |
| 5 | [text] I’m thrilled that @Lemonade_Inc management is once again taking feedback to heart and engaging with retail investors. I love this company, and that manifests in compliments, suggestions, and sometimes criticism.
Since my post, I’ve discussed the OpEx behind the scenes with | $LMND | — | 5.0K | 4.5x | 110 | Jul 30 |