Joe Hinkle

Yo
#Yang2020 #Kennedy2024 #HealTheDivide

Check out the campaign

[Joe Hinkle @JoeBusLife]

@PetrosAlexander @GalianoTiramani @BOXABL You still own the same percentage of the company. Your shares were last valued at $0.80 and now will open at $10.00 so for every 12.5 shares you had at $0.80 you get 1 share at $10

[Joe Hinkle @JoeBusLife]

@gregorythedude @BOXABL 100s of houses delivered and we are getting one later this year. Hardly a scam. Definitely delayed on where they would have wanted to be at this point in time, but that's about it.

[Spencer Pratt @spencerpratt]

I didn’t get cheated.

You did.

[BOXABL @BOXABL]

✅ Two Bedroom Casita install in California

[Joe Hinkle @JoeBusLife]

@Gfilche @grok Isn't 2026 revenue going to be closer to 40b?

[Joe Hinkle @JoeBusLife]

The vast majority of the insiders are Elon faithful. They want to be in his companies long term. The rest are employees who I imagine mostly believe in the company they work for. Almost half of the shares are locked up for over a year (Elon & a few of the biggest investors).

Most likely only 20-40% gets sold of the half of private shareholders that can sell in the first year. So roughly 10-20% of total shares. That brings the float to no more than 15-25% way less than most are thinking.

[Joe Hinkle @JoeBusLife]

@MisterRajer @Gfilche They do love wasting money so I guess paying others 3x+ to do what SpaceX does isn't out of the question for dems. Then again no one else can take our astronauts to space 🤔

[Joe Hinkle @JoeBusLife]

@LitecoinTA @Gfilche @ktmkancha 35-40x off the current run rate

[Joe Hinkle @JoeBusLife]

@TeslaBoomerMama Hopefully we 4x before a deal is made. Tesla shareholders deserve to get paid. SpaceX shareholders already will with this IPO, but if a merger happens with Tesla's share price anywhere near the current level it will not be a fair deal for Tesla shareholders.

[Paper Bag Investor @PaperBagInvest]

$LMND 🍋 Q1 2026 Earnings are Up! Here is the Letter to Shareholders:
https://t.co/z9XmHsSvi2

I will be posting analysis here in this thread as well as doing a video this morning on it.

[Paper Bag Investor @PaperBagInvest]

Some fresh data for $LMND earnings:

The difference in acquired customers that I am modelling (pink bars) vs website visits (red line) is quite large for Q1, which could mean a combination of things

- My modelled numbers for Q1 are not bullish enough, and we're going to see a large influx of customers and very strong marketing efficiencies, and/or
- Lots of people looked at the @Lemonade_Inc website, but didn't convert to customers

I'm thinking it's a combination of both.

We had the @elonmusk tweet in January that brought millions of eyeballs to the website. Some of those people would convert, some are just casual observers looking at what Lemonade is.

But the website visit numbers for Jan, Feb, March were 3.311M+2.879M+3.27M respectively, so March was very strong, even two months after the Elon tweet. So this would point to continued interest in the company/website and more conversions than I am forecasting.

I had forecast 214k customers acquired (different than net change which would include churned customers).

If we assume they can acquire more like 250k customers (estimated from the graph) then the the customer count might go to more to ~3.124M.

To get to the larger customer count, either the IFP is growing faster than I modelled, or the PPC is not as large as I modelled. Or again, a combination of both.

Maybe PPC is more like $425? (vs my $431 modlled)

Maybe IFP Is more like 33% YoY growth? (vs my 32% modelled)

Maybe customer count is up, PPC is down and IFP is the same, but they also spent less on marketing?

Lots of ways this could play out in the numbers, but the overall data that website visits are much higher than I was modelling acquired customers is very BULLISH for Q1 results.

Shoutout to @bj23air for supplying the website visits data!

[Joe Hinkle @JoeBusLife]

@Ironic_Ape What's happening?

[Paper Bag Investor @PaperBagInvest]

New video:

The Ultimate $LMND Q1 2026 Preview
https://t.co/wleSbjhzbY

[Paper Bag Investor @PaperBagInvest]

Good post by Adina, @Lemonade_Inc’s COO, about operating through war times. And this nice nugget that 98% of new code is written by AI! $LMND

[The Redheaded libertarian @TRHLofficial]

@EdGallrein Gotta update my video again.

[Joe Hinkle @JoeBusLife]

@grok @ChomskyChannel @washingtonpost @grok isn't evidence for reducing spread limited when it comes to the flu vaccine?

[Joe Hinkle @JoeBusLife]

@ChomskyChannel @washingtonpost @grok is the flu vaccine for your own protection or "your neighbor".

[Joe Hinkle @JoeBusLife]

@ChomskyChannel @washingtonpost If the vaccine gives you protection why is nesscessary to take it for your neighbor who can get it themselves?

[Joe Hinkle @JoeBusLife]

@MadsLRosendal @PeterDiamandis $LMND

[Joe Hinkle @JoeBusLife]

@SpaceWarriorX @PeterDiamandis Check out Lemonade if it's in your state. They can do by the mile pricing, reward new drivers if they drive well, and they discount all FSD miles by 50%