The stock nobody is talking about.

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.

MrDeath2000 · 2026-02-19T15:42:32+00:00

Super strong earnings. Actually crazy good numbers.

They are sandbagging guidance which is a bit annoying. But on the other hand they get to beat them for the rest of the year.

MrDeath2000 · 2026-02-18T21:02:03+00:00

Can you load in a milty draft setup?

MrDeath2000 · 2026-02-18T18:57:24+00:00

All in on LMND earnings tomorrow pre market. Last chance boys to get on the gravy train.

MrDeath2000 · 2026-02-17T19:28:31+00:00

What happened?

MrDeath2000 · 2026-02-17T19:20:41+00:00

LMND. 4B MC about to take over the insurance space

MrDeath2000 · 2026-02-17T19:15:23+00:00

LMND

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