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anthonyisonline

Anthony Smith

1.5K followers
5 tweets
Communities: $LMND
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[image] ๐ŸงตI know we're deep in the weeds in this group, but every now & then it's good to zoom out, imo. The chart below shows how much IFP Lemonade gets to 'keep' (reinvest into growth/ pay off debt etc). It's a very simplified (even simplistic) calculation, but says a lot, imo. >>>
$LMND โ€” 3.6K 2.4x 24 Aug 31
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[text] ๐Ÿ˜ฌ Really hope Lemonade get a move on & formalize their relationship with Tesla in some way. Zurich Insurance are huge, of course (~$107b market cap) There's a real risk that Tesla make a formal agreement with a big- fish, tbh
$LMND โ€” 2.6K 1.8x 28 Sep 15