MBCFC

[MBCFC @MBCFC121013]

Using a legacy incumbent's multiple (PGR) is my worst-case scenario here — a mature, low-growth insurer. Even so, 19% CAGR still hugely outperforms the S&P500 average. Any re-rating above that multiple is pure upside (as the stock deserves)

[MBCFC @MBCFC121013]

$LMND was 50% of my portfolio at $100. I've since doubled my shares — still 50% of the book. Still accumulating.

Here's the math on why ➕

[MBCFC @MBCFC121013]

To be clear — this is very basic napkin math. Dig deeper like the community has (unit economics, LTV/CAC, reserve development, loss ratios) and the disconnect between price & fundamentals looks even bigger

[MBCFC @MBCFC121013]

@shai_wininger @Lemonade_Inc

[MBCFC @MBCFC121013]

@daschreiber @DomienVdE @shai_wininger This is why you’re the man Dan!!!!

[MBCFC @MBCFC121013]

@_equityXplorer @shai_wininger What great management we have😢 Could not feel more safe, with $LMND investment being my largest holding!

[MBCFC @MBCFC121013]

I might have missed this. Everyone is aware of the guidance for IFP growth from 1B-10B being 30% CAGR, but have management indicated the expected CAGR for the members growth for the same time frame?

[MBCFC @MBCFC121013]

I just recently turned 20. I have told my family the $LMND thesis and the whole family are now investors of lemonade. Has anyone else told close family/friends the endless opportunities lemonade presents?

[MBCFC @MBCFC121013]

@shai_wininger @Lemonade_Inc One of many reasons $LMND is an absolute game changer. @shai_wininger you’re the man🫡

[MBCFC @MBCFC121013]

@PaperBagInvest The Patreon member growth is looking like $LMND stock price soon

[MBCFC @MBCFC121013]

Hey @shai_wininger & $LMND investors — Shai said the AI approved a claim in just 3.1358 seconds 🤯

Absolutely game-changing speed — but could such ultra-fast approvals pose cybersecurity or fraud risks if ever targeted by a hack? Is it not seen as a threat for $LMND software?

[MBCFC @MBCFC121013]

@shai_wininger Definitely a one-of-one community we have here. And with good reason — this company will change millions of lives for the better. We all believe in the long-term prospects of such a wonderful business and its great leadership team. 🥂🍋

[MBCFC @MBCFC121013]

@shai_wininger @daschreiber @Lemonade_Inc Not even a surprise at this point 🍋

[MBCFC @MBCFC121013]

Just out of curiosity.
What is everyone’s averages and total share count.
I think averages for a company like lemonade is almost irrelevant when you zoom out.
I’m at 275 shares 46$ average at 19 years old. Hopefully some more dips occur 🙏