$1,000 follows their calls into $929
Paper Bag Investor@PaperBagInvestNew video: Will AI Kill Lemonade’s Moat? Why I Think It Makes $LMND Stronger
www.youtube.comWill AI Kill Lemonade’s Moat? Why I Think It Makes LMND StrongerIn this video I look at two pressing concerns that LMND investors h...Paper Bag Investor@PaperBagInvestAs I said in my recent video, I really think AI agents and the advancement of AI is going to overall help Lemonade, the AI-native company. All it means for a company like Lemonade is that if they drive down their expense ratio with automation, they can also lower their cost to
Shai Wininger@shai_wininger> GREETINGS, PROGRAM. > WE'VE BEEN EXPECTING YOU.
Paper Bag Investor@PaperBagInvest$LMND website visits were at an all time high for Q2. See next tweet for a graph of this. I look at some data in this Q2 preview teaser video on my Patreon and discuss why this is bullish. I'll be covering this and more in a preview video soon.
www.patreon.comLMND Website Data - Q2 Preview Teaser | Paper Bag InvestorLMND Website Data - Q2 Preview Teaser by Paper Bag Investor on Patreon. Join Paper Bag Investor's community for exclusive content and updates.Paper Bag Investor@PaperBagInvestMy thoughts on whether $LMND Home's failures mean Lemonade will fail at other products as well as whether Home could be a successful product in the future:
Paper Bag Investor@PaperBagInvestI respect Brian and appreciate his posts, but I don't agree with this in general. The post is correct in the sense that $LMND was promoting and confident in their home book of business back in 2022, and that largely failed. But what's the actual application of that for
Paper Bag Investor@PaperBagInvestBullish on $LMND Car. From 1 year ago:
Paper Bag Investor@PaperBagInvest"Telematics is our most predictive rating variable" - Progressive Insurance, telematics industry leader with only a ~30% adoption rate of telematics
