Henry ✓

[video] Thanks for all the support on my $UPST interview with Paul. I spent a lot of time thinking about the questions I wanted to ask him, so I want to unpack some of my thinking. For the first part of the Q&A, I wanted to dive into the significance of Paul's experience in building the

[image] Recently moved so I needed to update my Lemonade $LMND renters insurance policy. I was able to sign up for a new policy and automatically cancel my old one in less than 5 minutes with Maya. No humans needed.

[image] $LMND has entered into a financing agreement with Hannover Re under which Hannover will fund up to 80% of Lemonade's sales & marketing (growth spend) for cohorts beginning Jan 1, 2027, subject to a maximum of $150M outstanding through YE 2027 and $250M outstanding through YE

[video] $UPST - a few updated thoughts post FOMC: 25bps isn't going to do much given the bond market has front-run the tightening. Look at both the short (2yr) and long (10yr) end of the curve - both are rocketing higher. Higher borrowing costs = higher cost of capital = higher APRs =

[image] Sanjay Datta Morgan Stanley Technology, Media & Telecom Conference Summary $UPST ✏️ 5 Key Takeaways: 1) HELOC funding is running roughly 1 quarter behind Auto. "Have the first couple of HELOC deals in place"🏡 2) Auto recently achieved a product-market fit breakthrough with

[image] $LMND Lemonade's fixed costs (if defined as Technology & Development + General and Administrative) are falling as a % of revenue. A lot of the 'noise' on Lemonade's Operating Expenses appears to be coming from SBC (stock-based compensation) driven by the recent equity awards to

[image] This is the difference in my Upstart $UPST interest rate for a $10,000 loan from July 26th to today, August 10th. No $600 origination fee, 25bps lower interest rate - materially lower APR. #UTPI has gone from 50.9 to 52.9 (+3.9%) during this timespan - maybe UMI has come down?

[image] New interview with Sanjay Datta - Upstart's prior CFO and now President and Chief Capital Officer $UPST

[image] There's been a lot of chatter about Upstart $UPST President, Capital & Enterprise (former CFO) Sanjay Datta and his recent 'insider selling' - but the truth is more nuanced. When Upstart went public, the S-1 (registration statement) revealed the outstanding equity awards for the

[image] #UTPI data drop 🙌 happy friday!