Paper Bag Investor
@PaperBagInvest
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Searching for high-conviction, multiBAGger investment opportunities. Look from many angles, research deep, then invest big. 29% CAGR since 2009. ITโS IN THE BAG
Canada
Joined July 2020
I don't like to plug myself, but if you are new to $LMND and want to dive deeper I recommend joining my Patreon to see my model and other exclusive content. No pressure at all to join though, as I mostly post publicly.
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RT @Stickstrom: Lemonadeโs average rating on Trustpilot just jumped from 4.1 to 4.2. ๐ค. ~150 new reviews since late June. Most of them praiโฆ.
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RT @PaperBagInvest: @MadsLRosendal I'm not sure how many times I can say it:. $LMND pays for customers *now* in the current quarter that wiโฆ.
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Posted some thoughts on the Giveback on my Patreon. I have been planning to do a Giveback video and discuss it in more detail as I feel it's a misunderstood part of the Lemonade thesis with multiple angles to it. I will try to do a video in the coming weeks.
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RT @PaperBagInvest: @bjmtweets @DividendStreams There are two kinds of people in this world:. Those who understand $LMND Pet is going to beโฆ.
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Good $LMND thread giving a nice overview:.
This is a thread ๐งต about Lemonade $LMND ๐, a company that believes it can 10x its premiums over the next decade. this thread comes after dozens of hours of research, reading, and listening, to the founders, earnings calls, and various industry reviews.โฌ๏ธ
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RT @FinFluentialx: @optionsly @jonathanrstern @himshouse @PaperBagInvest is building the lemonade stand $LMND.
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Grok 4 analysis of $LMND:
@PaperBagInvest @farzyness Just ran this prompt through grok 4 (not heavy). LMND (Lemonade Inc.) analysis:.Quantitative: .Current price ~$38-39, market cap $2.8-3B, EPS (TTM) -3.04 (improved from -4.59 in 2022). Revenue grew 26% YoY to $558M TTM; loss ratio down to 73% TTM. EV/Sales 4.7; still unprofitable.
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Asking @farzyness to ask Grok 4 Heavy this:.
@farzyness Analyze $LMND stock. Use quantitative and qualitatively reasoning. Is it a good investment now? What is the potential EPS and market cap 5, 10, 15 years out?.
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RT @Neil_X10: I just (re) published my second ever article. Hope fellow $LMND investors find it useful and enjoy the read.
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RT @PaperBagInvest: Lemonade giveback is good for helping the world, incentivizing customers to be honest, and marketing/customer conversioโฆ.
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Lemonade giveback is good for helping the world, incentivizing customers to be honest, and marketing/customer conversion. Here is the giveback website with more information.
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#LemonadeGiveback numbers are announced for 2025:.
The 2025 Giveback numbers are in! ๐โจ Lemonade customers turned premiums into progress: $2M+ for 45 nonprofits funding clean water, classrooms, meals, shelter & more. Proof that insurance can protect you and the world. ๐ #LemonadeGiveback
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RT @jakebrowatzke: I talk about $LMND's AI ontology and automation a lot, and for good reason. But @Lemonade_Inc's in-house marketing teamโฆ.
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Has anyone signed up for Car and had a self assessment given to check your driving style/safety? And if so, what was it like?.
@jakebrowatzke @Lemonade_Inc That's awesome. I hadn't seen any of these. I guess I'm old. Haha. The guy talking about Car signup mentioned a self assessment. Michal, in my interview with her, mentioned this was one method they are using to gauge risk at signup. I wonder what this self assessment is like?.
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Another great $LMND thread by @daardos on the background and qualities of Lemonade, as well as some of its metrics. It again requires translation from Hebrew (unless you can read Hebrew):.
ืืืืืชื ืฉืจืฉืืจ ืขื ืืืื ืืื ๐ $LMND, ืืืจื ืฉืืขืจืืื ืื ืชืฆืืื ืืืืคืื X10 ืืช ืืคืจืืืืช ืืขืฉืืจ ืืงืจืื, ืืื ื ืื ื ืืงืืื ๐ค. ืืื ืื ืืืจื, ืืชืื ืฉื ืืืื ืืื ืืืจืืืช ืืืกืืคืืจ ืืืืืื ืืฆื ืืื, ืืืืืกืคืจืื ืืืืื ืกืืช ืืฆื ืฉื ื. ืืืืง ืืจืืฉืื ืฉื ืืฉืจืฉืืจ ืืขืกืืง ืืกืืคืืจ, ืืืืื ืืืจืขืืื, ืืจืง ืืฉื ืืขืืืจ ืืืกืคืจืืโฌ๏ธ
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