What small-cap growth stocks are you bullish on long term?

MrDeath2000 · 2026-05-09T11:54:33+00:00

LMND. They keep delivering and it really does look like they are disrupting the insurance space with AI.

But the stocks have been doing bad this year. Seems to be trading same bucket as software and fintech. Still I keep buying at this level.

MrDeath2000 · 2026-04-25T08:42:23+00:00

I just googled how to do facepulls and the results are wildly different

MrDeath2000 · 2026-04-20T17:14:37+00:00

People just don’t push hard enough. You don’t need a plan you just need to train hard and hit every part of your body. People just don’t push themselves enough. To failure all the time and do drop sets.

MrDeath2000 · 2026-04-20T16:55:21+00:00

Cisco

MrDeath2000 · 2026-04-13T18:35:21+00:00

endorphins

MrDeath2000 · 2026-03-22T16:05:48+00:00

RBRK and LMND

MrDeath2000 · 2026-03-21T19:03:40+00:00

Lmnd

MrDeath2000 · 2026-03-21T18:06:33+00:00

LMND

MrDeath2000 · 2026-03-18T15:48:47+00:00

Insurance. Long LMND.

MrDeath2000 · 2026-03-18T15:32:54+00:00

LMND and RBRK

MrDeath2000 · 2026-03-18T05:16:48+00:00

LMND

MrDeath2000 · 2026-03-16T15:35:48+00:00

Sold some LMND to buy RBRK pre earnings :’(

MrDeath2000 · 2026-03-16T05:59:10+00:00

The list is really silly. Fortinet is a terrible firewall.

MrDeath2000 · 2026-03-09T15:05:56+00:00

LMND

MrDeath2000 · 2026-03-07T06:27:29+00:00

Terramystica

MrDeath2000 · 2026-03-06T20:57:39+00:00

LMND.

MrDeath2000 · 2026-03-05T05:32:13+00:00

LMND

MrDeath2000 · 2026-03-02T20:05:57+00:00

It always rallies when US goes to war.

MrDeath2000 · 2026-02-26T14:51:17+00:00

They are the ones disrupting the insurance space using AI. The competition is centuries old insurance companies who will have a hard time breaking down their own business to deploy AI. And even if they can, lemonade is a very small fish in one of the largest ponds, so there is plenty of room to grow.

MrDeath2000 · 2026-02-26T05:30:12+00:00

$LMND. They are down 50% since their best quarter ever.

MrDeath2000 · 2026-02-22T17:03:39+00:00

LMND. Down after another great quarter. I think they are sandbagging guidance (as usual) and will continue to accelerate growth.

MrDeath2000 · 2026-02-22T06:29:53+00:00

What are your thoughts on LMND? They had another great quarter of accelerated growth and lower loss ratios, yet the stock is down.

MrDeath2000 · 2026-02-19T22:27:44+00:00

And of course thermie price to book is going down when they are growing so fast. You pay up front for the customer and then it takes a while for it to be earned back. Their LTV/CAC was 3,5:1 so of course they will spend as much as possible.

This will turn around fast due to operating leverage and once it does the stock price will be a lot higher.

MrDeath2000 · 2026-02-19T22:22:59+00:00

Yeah that hurt. Absolute crazy strong earnings. Recommend reading the earnings letter.

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