Vanderlane

Investing in US small caps within the AI application layer.

[Vanderlane @vander_lane]

@jayabacus @shai_wininger As @PaperBagInvest also pointed out to me a couple months ago, if you want to do Car profitable, you need more than a policy alone. Its also the the support systems (contracts with local garages, pickup services) to do this in a profitable and controlled way.

[Vanderlane @vander_lane]

@TravisVarnick Still the market has no idea. Curious to see the growth number we hit in Q2!

[Vanderlane @vander_lane]

@jrouldz Great, will consider and probably try it out. Keep up the good work. Greetings from Amsterdam.

[Vanderlane @vander_lane]

@jrouldz @jrouldz do you share all your trades if I subscribe? I like your investing style and might want to follow your transactions

[Vanderlane @vander_lane]

@MMMTwealth You are often so right. But have lots of positions dragging you 😊

[Vanderlane @vander_lane]

@KrishnaY152841 What is exactly your point? All these "risks" are debated and assessed.

[Vanderlane @vander_lane]

@Zukaru190 @michallangers @PaperBagInvest Got an url for us?

[Vanderlane @vander_lane]

@AndersReiche Imagine what happens when we really get some interest (at profitability). Think we see $120 by end of the year.

[Vanderlane @vander_lane]

@cnl18s @KrishnaY152841 @AndersReiche What are the takeaways?

[Vanderlane @vander_lane]

@WilliamBirdeau @outlierrcapital We are still early. Will double 2 times to FV and 10x in the next 10 years.

[Vanderlane @vander_lane]

@AndersReiche Yes i agree but this is a rising tide lifting all boats not?

[Vanderlane @vander_lane]

@energy_tech_inv @AndersReiche I really wonder why $LMND is trading at $60, while there is so much evidence already. Is this really the efficient market?

[Vanderlane @vander_lane]

@ASchulz888 @OGCapital25 @PaperBagInvest I think you are right. doesnt matter if you bought at $30 or $70 with prices in the $200-300 range. Because its so foreseeable, you can invest with scale.

[Vanderlane @vander_lane]

@OGCapital25 @ASchulz888 @PaperBagInvest No, I kept buying >$60 so I'm even at a small loss with $LMND although getting in at around $30 for the first time. Never expected it to withdraw so heavily into low $50s !

[Vanderlane @vander_lane]

@OGCapital25 @ASchulz888 @PaperBagInvest We should go >$100 this year, and then >$200 next year with GAAP profitability.

[Vanderlane @vander_lane]

@shai_wininger What is the effect bottom line of a 57% better precision? Kind of find it hard to understand what it means. Better understanding of good vs bad client wrt rate renewals? Would be nice to get some more info on this

[Vanderlane @vander_lane]

@bjmtweets The TAM is so big, it wont be an issue.

[Vanderlane @vander_lane]

@TheStockerMan @WilliamBirdeau I also think you underestimate it. The growth will keep accelerating in a basically unlimited TAM. 20-25% a year is lineair thinking.