$LMND

[text] Oppenheimer Review of $LMND "the market is behaving irrationally" *Translated from a Hebrew research report* The Israeli technology-driven insurance company Lemonade (LMND) reported financial results last week that significantly exceeded expectations and reaffirmed its

[image] $LMND LMND Anatomy of the Post–Q4 2025 Earnings Crash It became one of the most dramatic and complex price moves of 2026. After a rally that started in January 2026 with autonomous vehicle insurance integration headlines and was fueled by speculative euphoria in the options

[image] Whaat!? $LMND: 52% Gross Loss Ratio! 31% YoY Growth! Q4 Adj EBTIDA of only -$5M! Car Loss Ratio of 70%! Investor Day Coming in November! 🤩

[image] NEW VIDEO: Why $LMND is a STEAL at $50

[text] Okay, this is really simple. It feels like a gut punch to have the stock climbing and then dramatically fall. Emotionally/psychologically it hurts. BUT, If you zoom out, it's very simple where we're at. $LMND just posted their best quarter ever. They can invest dollars

[image] Lemonade being compared with the clear market leader, Chubb, at InsurTech 2026.

[image] $LMND Q4 2025 Earnings and Letter to Shareholders is out! And what a quarter it is! 🍋 I'll be posting my thoughts below this tweet in a thread.

[text] With the drop in $LMND price, more bears have been coming out. A common argument they make is they say @Lemonade_Inc will fail because the book value is dropping. So what are these book value bros talking about? It's not complicated. Let me explain. 1) If $LMND is losing

[image] Remember when high loss ratios were a big problem we worried about? Reminder: Q4 Gross loss ratio was 52% Fifty two percent!

[image] Something the book value bros can rejoice over: in Q4 $LMND's Book Value Per Share actually rose! It's almost like there's an underlying trend occurring.

[image] id like to report a murder 😂 Its even better reading it in @daschreiber's accent. The response of outrage from the industry to the Monday's blog will be fascinating to look at 5 years from now $lmnd

[text] So... let's talk about $LMND's book value (assets minus liabilities), which is an important metric for insurance companies. Lemonade's book value is still declining. This point is often made by bears, who don't see/believe how Lemonade will turn this around. Moreover, Lemonade's

[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.

[video] What being a $LMND shareholder feels like

[image] $LMND Director @angelidou_maria bought $485k shares 👀