Through the Lens of the CEO: Lemonade — Why Everyone Is Missing Our Moat
3 months ago
Archive Invest
"LMND: AI-first insurer hits $1B in-force premium in 8.5 years, 7th straight quarter of accelerating 29% growth. Q2 revenue +35%, gross loss ratio improved 12pts to 67% while competitors struggle. EBITDA loss guidance $135-140M 2025 w/ sequential improvement. Auto insurance $150M+ IFP, Europe 2x more efficient than early US ops."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Through the Lens of the CEO: Lemonade — Why Everyone Is Missing Our Moat
Source:
Archive Invest
Published:
September 24, 2025
Idea Type:
Stock Idea