| # | Tweet | Community | Topic | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [image] $LMND Q2 is out, and what a strong execution at first glance:
IFP: +32% (11th consecutive quarter of accelerating growth)
Sales: +79% (while decreasing the reinsurance share)
Gross profit: +76%
Gross loss ratio: 60% (vs. 67% YoY and 62% QoQ)
$LMND is maintaining its guidance, | $LMND | — | 6.8K | 2.3x | 69 | Jul 29 |
| 2 | [image] No wonder $HARVIA Q2 sales in North America surged +40% fully organically when you can get these kinds of deals from $COST
Looking at $COST online delivery options, you can find multiple Almost Heaven Sauna (AHS) models ranging from ~$3k–8k. IMO, this is a very sweet spot price | $HARVIA | — | 3.4K | 1.1x | 32 | Aug 22 |
| 3 | [image] $POOL is down ~70% from its 2021 peak.
Meanwhile, $HARVIA has been compounding its US business at ~40% CAGR, with ~20% EBIT margins.
The difference is wild, while $POOL drawdown has been driven by:
1. New pool construction collapsing from ~120k units in 2021 to ~60k today.
2 | $HARVIA | — | 1.8K | 0.6x | 10 | Sep 17 |
