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PaperBagInvest

Paper Bag Investor ✓

11.2K followers
3 tweets
Communities: $LMND
# Tweet Community Topic Views Ratio Engagement Posted
1
[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! 🤩
$LMND Finance 29.4K 2.6x 314 Feb 19
2
[image] NEW VIDEO: Why $LMND is a STEAL at $50
$LMND Finance 25.9K 2.3x 115 Feb 25
3
[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
$LMND Finance 21.6K 1.9x 305 Feb 20
4
[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.
$LMND Finance 15.2K 1.4x 222 Feb 19
5
[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
$LMND Finance 12.6K 1.1x 170 Feb 27
6
[image] Remember when high loss ratios were a big problem we worried about? Reminder: Q4 Gross loss ratio was 52% Fifty two percent!
$LMND Finance 10.9K 1.0x 83 Apr 4
7
[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.
$LMND Finance 10.6K 1.0x 149 Mar 20
8
[video] What being a $LMND shareholder feels like
$LMND Finance 8.0K 0.7x 111 Mar 17
9
[image] $LMND Director @angelidou_maria bought $485k shares 👀
$LMND Finance 5.8K 0.5x 91 Mar 31