The $LMND master plan in full effect: Step 1: Roll out Renter's everywhere and sign up lots of young customers Step 2: Cross sell them on car Step 3: Profit x.com/Lemonade_Inc/status/20…

I work at a top 10 insurance in the world in terms of IFP. Lemonade is so far ahead, it hurts. I don't even exercise my rights to discounted stock with my employer but put the money into LMND raw and undiscounted. I'm that convinced.

Thank you @CyberCatX for posting the subtitled video. The most interesting bit for me is that Adina expressed optimism that growth will accelerate beyond 30% in the next year. Another data point showing that the $LMND master plan is working. x.com/CyberCatX/status/20666…

last one

I’m amazed at Dario’s ability to create one of the world’s most important companies from scratch in just a handful of years, while also being so blind to his own hypocrisies.

Huh. I wonder what company he could be talking about? 😉 $LMND x.com/energy_tech_inv/status…

$LMND CEO Dan Schreiber at the Morgan Stanley conference just now: "Our car business today is our new sales are growing at over 100% year on year. So we are seeing that take off in that business."

Is Crusoe too cheap, or are the public datacenter plays too expensive? The economics of the public datacenter plays are mostly weak - single digit IRRs while bearing a lot of execution risk. Among the AI stocks, these might most likely be in a bubble. x.com/RHouseResearch/status/…

Well done, $UAL. x.com/xJonNYC/status/2064421…

So $incy ceo Meury confirming they looking at I&I for bolt on. I think (I’m biased) but $nktr makes soo much sense. - commercially easy plug and play … already big Oplezura team, zero incremental salesforce needed - they already have an oral and topical in I&I. Biologic bolt on makes sense - keep saying it but differentiated / novel MoA , clean safety is something that makes this acq work more. - they want ex Jakafi rev to hit roughly 1/3 of the co by 2030 , this timeline works with Rezpeg , ph3 ready right now. And not expensive relative to what peak sales could end up being. - Howard not getting any younger he’d be open to sale - $nktr board includes Roy Whitfield, $incy co founder and former CEO. No longer on $incy board , so no conflict either..

States preparing to sue to block the $PSKY / $WBD merger feels a little like the government blocking $JBLU / Spirit Airlines. In both cases the merging companies are subscale compared to leaders. In media there are $META, $GOOG, $AMZN, $NFLX just like there are 4 big airlines.

I was already excited a couple of days ago when Shai promised an update on $LMND car. But this exchange makes me extra curious... x.com/_equityXplorer/status/…

This is why $LMND wins. They strive for a level of perfection in their customer interactions that no legacy carrier will ever achieve. And @shai_wininger leads by example, tracking down a customer's issue with the new FSD insurance product. Awesome. x.com/shai_wininger/status/2…

Hey @netflix - how about you start using AI by giving us AI dubbing and subtitles in every language, so that everyone can enjoy all the content on your platform? bloomberg.com/news/articles/…

For a long time, the consensus was that oral peptides were doomed, and that small molecules would own the oral obesity market. But peptides are better - more weight loss, fewer AE's, and patients are noticing. Just wait until $VKTX's oral VK2735 hits... x.com/investseekers/status/2…

Jake van Naarden was promoted to head of Corporate Business Development at $LLY late last year. Since then $LLY has been on a record pace of M&A. Crystal clear from this interview that the deals will keep coming... x.com/WallStSai/status/20621…

“What important truth do very few people agree with you on?” (Peter Thiel) $VKTX x.com/bioinvestor24/status/2…

Seems like a good day to add more $LMND (I just did). Somehow the stock did not squeeze higher when all of SaaS did, but it did go down with the group after the squeeze ended. YTD $LMND is now again down a similar amount as many large SaaS companies. But unlike SaaS companies who are decelerating, $LMND's business continues to accelerate. And I will reiterate a point that is perhaps less understood (and may be related to the current sell-off). $LMND management has delivered on every target they have publicly set since their 2022 investor day. But unlike some other companies, when $LMND significantly outperforms their targets, their objective is not to maximize short-term earnings beats, but to maximize the long-term value of the business. This means they are reinvesting some of the outperformance back into their business. Investors should applaud this. If the returns on investment are attractive, the investments will deliver many times the value over time that a slightly bigger earnings beat could have brought today. This is what is happening this year. $LMND is making targeted, high ROI investments that are improving their IFP growth and marketing efficiency. As a result LTV / CAC is improving even as IFP growth is accelerating, which is a rather magical combination. Even as they are adding more customers, their growth machine is becoming more efficient. I believe we are seeing the tip of the iceberg of these investments whenever $LMND announces a new state launch for one of their products (there have been many such announcements lately). It is clear to anyone who takes the time to model the business in detail that things have been improving. I don't know what 2Q26 will bring, but my bet is more of the same - accelerating growth and improving underlying business economics. Some bears were questioning why $LMND was not raising full year guidance more after their 1Q26 results. As I have just explained, I think that is the result of a rational, purposeful business strategy - maximizing long-term business value subject to the constraint of delivering their guidance of turning Adjusted EBITDA positive in 4Q26. No one can precisely predict when this current drawdown will end, but at this price I am willing to wait for it. Good luck to $LMND and fellow shareholders.