Looking good for $UPST longs.

Based on Paper Bag Investor video about reinsurance, I think the management see car GLR under control and getting better over the next year or so... And pet is doing its stuff of course 🍋🐶 youtu.be/NWQmLTOTP0g?si…

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$LMND $UPST 🚀🍋👀

Lemonade $LMND is down 80% from its ATH But it’s positioned to capture a meaningful slice of a $7.5 TRILLION global insurance market. Here’s why a 10x from here is not just possible — it might be conservative: 👇

Valuation is asymmetric for $LMND Lemonade trades at just 3x in-force premium, growing ~30% annually. If it hits $10B in premiums by 2030, and maintains just 15% margins, that’s $1.5B in profit. Even a 20x multiple = $30B valuation. Today’s market cap? $3B.

Final Thought: $LMND is playing the long game. They’re: 📈 Investing heavily in growth 🌍 Expanding internationally 🤖 Building an AI-native company from scratch You don’t get many asymmetric bets like this.

This is extremely important when doing the work: "Must consider all future profits backed to present value, not past profit". Read that again: "Must consider all future profits backed to present value, not past profit". $LMND 🍋

$LMND 🍋

Agreed. Usual TA for example will be, i dont know, even more confusing 😅

"AI does not work for risk profiling" 😅 🍋 $LMND

Financial access when it matters most. 👇 $UPST This post highlights the real-world disruption #Upstart is creating: 🫡

x.com/Neil_X10/statu…

Hann3s The look-through P/E ratio estimates a company's price-to-earnings ratio based on its future earnings potential, using current revenue and an assumed long-term profit margin. It helps investors assess whether the market is pricing in future growth. For example, take Lemonade

🍋🧠💻 Why $LMND's Ontology is a Moat: This deep understanding of ontology is why $LMND's AI advantage is so hard to replicate, even with powerful third-party tools: 1. Domain Specificity: Building an ontology for a complex, regulated industry like insurance is an immense

Check out this 6 minute clip from our $LMND chat with amit on: — How I found Lemonade? — What got me so interested? — Why am I so bullish? — Why is it so mis-priced & asymmetric? ⬇️

I like the stock - Fair Share price today $95.16 IMO - revised model based on the new quota share, I've also taken on community feedback and increased the SG&A spend and made the GLR improve less aggressively in 2025 (I know there was a lot of pushback on this, but just looking

Continued revenue growth acceleration and margin expansion will push $LMND through its recent 52-week high and to new ATHs. Price target $190. Rating: Outperform Have a Happy 4th of July 🎉🚀 --- Analyst rating: Top 1% Anualized returns: >100%