AECInvests

NYC 📍, Searching for undervalued companies with the potential to make outsized returns, Current Holdings: $TSLA, $LMND, and $DUOL

[AECInvests @AecInvests]

@CMDarnton0 Think you should take a look at $LMND here

[AECInvests @AecInvests]

@ShadyJosh5 @mikepat711 lmao

[AECInvests @AecInvests]

@itschrisray @DevmerInvests So many posts on the founders thought you were referring about them. Ignore me lmao and agreed if believe in the company current price is really nice for current standing of the business. Cheers

[AECInvests @AecInvests]

@SalsaInvest Completely agree, push as hard as possible with mkt spend under the safety net of ebitda negative and then still push, but more lift from the efficiencies will kick in in following year with cross-sell, region expansion (hope NY), and aging customer base in life cycle opportunity

[AECInvests @AecInvests]

@itschrisray @DevmerInvests What you mean by taking advantage?

[AECInvests @AecInvests]

@SalsaInvest Definitely confident in Q4 based on team's ability to accurately guide, but definitely think they could achieve in Q3. Believe tho they would want to continue to step on the growth pedal as much as they can while they are okay with being under EBITDA breakeven up to that point

[AECInvests @AecInvests]

@AceCrouton @Lemonade_Inc What policies did you hold with them specifically?

[AECInvests @AecInvests]

@Gmoneydinero @DevmerInvests Not saying u directly, but many were here way before the popularization around $LMND. It took 2 years & 2 months on my first shares before any real upside until Nov 2024 events occurred. We need to just focus on the underlying biz ur buying and the price will eventually follow.

[AECInvests @AecInvests]

@juiceboxlines I sure hope that’s the case for you

[AECInvests @AecInvests]

@Neil_X10 Not an options guy, but definitely bought more shares

[AECInvests @AecInvests]

@juiceboxlines Why? Because the stocks down?

[AECInvests @AecInvests]

@SlowASteady There a recording being posted? Got AGM today so can’t tune in

[AECInvests @AecInvests]

@25investor Crazy return from June 1st onwards congrats

[AECInvests @AecInvests]

@tune_ventures Thanks, yeah tbd but think we will pass through this year but curious how the season will play out 2027 and impact on the big net income target. I'm sure the team factor's in anyways to their guidance analysis but could be harder if more difficult time.

[AECInvests @AecInvests]

@devang_shah @hypergrowth102 @Titanvxl Not my place to opine lol, I respect everyones opinion. Trav regardless of selling $LMND has made exceptional returns, great guy.

[AECInvests @AecInvests]

@FantasmaTrades @WilliamBirdeau @ShadyJosh5 The whole slap AI into any business and it'll magically work is extremely naive take. $LMND is the single insurer that is going to dominant this market over the next 20 years because they have the systems implemented throughout and teams designed to succeed in this space and era

[AECInvests @AecInvests]

@FantasmaTrades @WilliamBirdeau @ShadyJosh5 Anecdotal, but family friend at Statefarm other day laughed about $LMND and truthfully said he/his team haven't used AI at all. Also I work in financial services and respect to more senior staff, but AI is used very sparsely across this group and even in my age cohort.

[AECInvests @AecInvests]

@shankky_ Thanks for sharing!