Communities:
$LMND
| # | Tweet | Community | Topic | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [text] Listened @daschreiber ($LMND) at the Morgan Stanley conference. 3 reasons Lemonade has a massive structural edge over legacy insurance:
1/ Built-in Cross-Sells: 1/3 of car insurance sales come from existing customers. Massive CAC advantage. | $LMND | — | 10.1K | 58.7x | 73 | Jun 10 |
| 2 | [image] $LMND institutional ownership has climbed to a new all-time high of ~75%.
Institutions added ~6.7M shares last quarter, with Goldman Sachs alone buying nearly 2M shares.
The shareholder base is clearly becoming more institutional as Lemonade scales. 🍋 | $LMND | — | 4.5K | 24.7x | 70 | Aug 15 |
| 3 | [text] Interesting takeaways from $LMND CFO Tim’s latest investor conference: Growth keeps accelerating with no plateau yet. He sees 30–45% growth as sustainable with strong LTV/CAC, with capital becoming a constraint above ~45%. At ~20% growth, buybacks could be on the table after 2028 | $LMND | — | 3.8K | 21.4x | 44 | Aug 12 |