MicroCapDanmark

[MicroCapDanmark @MicroCapDanmark]

@olegam @Matkinvest Ole her kører forbi lige hvor jeg bor! :)

[Stock Market Nerd @StockMarketNerd]

$LMND's AI edge is real.

So many companies love to argue that they do AI better than the competition.

Most of the time, evidence is scarce or non-existent.

In this case, it's clear. Let's review:

1) Loss Adjustment Expense ratio (cost to handle claims) far better than giant incumbents despite their economies of scale advantage. That lead is growing.

2) Hiking pet premiums at half the sector rate & still outperforming the industry on loss ratios. That's despite a higher new business penalty from faster growth.

3) Strong multi-year loss ratio trends overall. Sharp underwriting enabling granular understanding of customers & actually knowing who to profitably offer lower premiums to. One thing to say it. Another to deliver data that shows it.

4) Lack of headcount growth for 3 years while the book kept explosively growing.

5) Far superior customer service scores despite getting dramatically outspent on tech by competitors. Use their product & compare rapid onboarding & claims mgmt processes vs. others.

A lot of companies talk a big AI game. Very few use this technology to actually show real signs of these claims being entirely legitimate. Lemonade is one of those companies.

[MicroCapDanmark @MicroCapDanmark]

@TheRealDanSaedi @wealthmatica 👀

[MicroCapDanmark @MicroCapDanmark]

@dsteinberg10000 @ZetaGlobal @NYSE "Who is AL?"

Great job, i always love to hear your interviews you seem like a real tech enthusiast!

[Football Vault @FootballVault8]

Portugal vs Netherlands, 2006 FIFA World Cup. 🇵🇹🇳🇱

The infamous "Battle of Nuremberg."

A fiery Round of 16 clash that saw 16 yellow cards and 4 red cards, making it the most ill-tempered match in World Cup history.

[SKB @seyikanbai]

Jeremy Doku taking time to share the Gospel before the World Cup kicks off. At this rate, he might just become a pastor after retirement 👏🏼🙏

[MicroCapDanmark @MicroCapDanmark]

@ModestyQueen19 Its not a "Mistake" when you bring a knife and kill someone at a running track.

[MicroCapDanmark @MicroCapDanmark]

@UnotheInvestor 2000? Is it Bull Mcdermott's burner account?

[MicroCapDanmark @MicroCapDanmark]

@Matkinvest @elonmusk Ja mand!!!

[MicroCapDanmark @MicroCapDanmark]

@cyberprince_rwo Zeta!

[Zeta @ZetaGlobal]

Relevance has a shelf life.
An offer that's timely this morning may not be relevant this afternoon.
With LiveClicker by Zeta, email content adapts at the moment of open based on real-time context like time, device, behavior, and inventory.
The impact:
✔ 3x more revenue
✔ 130% higher conversions
✔ 150% higher CTR
Because every open is a new opportunity to be relevant.
https://t.co/SGPj3Kgb5e
$ZETA

[MicroCapDanmark @MicroCapDanmark]

@Postecogniac Prime Dele Alli, Eriksen, Son, Kane!

[MicroCapDanmark @MicroCapDanmark]

@Christi60805497 @ariaradnia Thank you!

Regarding $GRAB , proven model high market share (Moat)
2028 Guidance Adjustet Ebitda 1,5B / EV on 9,4B. Risk in regulation/EM.

[MicroCapDanmark @MicroCapDanmark]

@Footballtweet Great goal but not better than The Peter Møller:
https://t.co/WTGQ0Puj6V

@Footballtweet

[MicroCapDanmark @MicroCapDanmark]

@ariaradnia Pretty biased towards Zeta, but you know applovin better than me.

Imo, if you believe Zeta could be at inflection point regarding operating leverage it could do an "Applovin".

[MicroCapDanmark @MicroCapDanmark]

@wealthmatica $app Founder interview 👀
Or $zeta Athena demo!

[MicroCapDanmark @MicroCapDanmark]

@dsteinberg10000 I missed it, will it be on Youtube at some point? @dsteinberg10000

[Wealthmatica @wealthmatica]

The $ZETA article is now live.

I believe Zeta Global is becoming an ontology layer for Enterprise consumer intelligence.

In this piece, I explore...

- Zeta's Superior Architecture.
- The Stack & Acquisitions.
- Landmark Partnerships.
- My Long-term Thesis.

This article was a great thought experiment, I hope you all enjoy it throughly. I look forward to discussing in the comments.

Substack: https://t.co/dEfR2xRFiL

$ZETA