Lemonade: Fundamentals Continue to Improve.

3 months ago

Investment Ideas by Antonio

"LMND (update): AI-driven insurer showing strong progress with IFP +29% YoY, OpEx flat, gross loss ratio down to 67%. European growth 200% driven by AI platform advantages. Management reduced quota share reinsurance 55%→20% signaling underwriting confidence. FCF/share negative but converging positive as loss ratios improve. At 6x P/S, reasonably priced for potential explosive growth."

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