Got off a call with Geico about updating the info on the mortgage company that will pay my home insurance bill as they listed the company from two years ago. They then asked for my email address so they could send me a confirmation email. How do they not know my email address???

SoftBank 13F must be filed by Aug 14. We should finally know how many shares they sold and still have left.

SoftBank just filed their 13F. They still have 5.96M shares or 8.1% of the shares outstanding. It seems like they sold what they needed to and are keeping the rest. At least for now.

Love to see this

I sometimes forget how far behind Geico is. I use them for car insurance and wanted them to update the annual milage. The virtual chat makes you select from a list of topics. It then forces you to chat with a live agent. The annoying part is that I have to wait 5 minutes to chat.

Just read The making of Lemonade by Ty Sagalow. Nice quick read about the beginnings of Lemonade. I love that Geico paid for a commercial where Ice-T talks about Lemonade just as the company was launching. vimeo.com/197610677

Good to see him look at LMND again

Bought some calls

I’m trying to link my brokerage account to the say platform but Fidelity does not work with Plaid. Has anyone linked their account manually? I finally have enough shares where it makes sense to vote.

I think as more people start to understand LMND’s AI advantage, the valuation will increase based on the stock being considered a true beneficiary of AI at the application layer. At some point, LMND may become temporarily overvalued.

This chart is why I’m so bullish on LMND. IFP growth of 30%+ per year for ten years+ means the stock has a lot of room to run long term.

Great to hear from Steve Symington on the 7invest podcast talking about $LMND youtube.com/live/pL_KiHmOL…

Great inflation report this morning which helps insurers like LMND

Seems like all insurer stocks are down big today. This is surprising given the tame inflation report. Any ideas what’s causing the selloff?

This aged poorly

Was listening to the OPEN earnings call and this quote from the CEO made me think about LMND. The CEO is the former Shopify COO and knows his stuff. Of course we already know this but good to hear this from others.

What a terrible article. ROOT is expensive at 0.5 times book value but PGR is a wonderful buy at 3.2 times book value. finance.yahoo.com/news/1-oversol…

Love how responsive Shai is and great to see Daniel pushing back against the book value bros.

WK 🚀LMND 🍋🚀 Andreas Schulz Hah, they had miscoded it. Update posted today. It was a real buy at open market.