Communities:
$LMND
| # | Tweet | Community | Topic | Views ▼ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [image] Daniel talks about $LMND on Bloomberg TV: Lemonade’s autonomous car insurance gives Tesla owners a ~50% per-mile discount when Full Self-Driving (FSD) is active. Exciting!!! | $LMND | — | 13.2K | 68.2x | 55 | Sep 3 |
| 2 | [text] Listened @daschreiber ($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 |
| 3 | [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 |
| 4 | [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 |
| 5 | [image] $LMND looks deeply undervalued.
Despite much stronger fundamentals—faster growth, better loss ratios, improving unit economics and a clearer path to profitability—it trades at only ~2.0x forward IFP.
Near the bottom of its historical range, with the business in far better shape | $LMND | — | 1.5K | 8.3x | 31 | Aug 29 |