Lemonade: Blistering Revenue Growth With A Juicy Valuation

Nov. 20, 2022 6:25 AM ETLemonade, Inc. (LMND)22 Comments
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Deep Tech Insights


  • Lemonade (LMND) is an Insurtech company which is disrupting the incumbent insurance industry.
  • The company beat revenue estimates for the third quarter, as it increased by over 107% year over year.
  • Lemonade missed earnings expectations and its Loss ratio spiked to 94%, as Hurricane Ian hit.
  • I interviewed Lemonade's CFO Tim Bixby which helped to offer more insights into the company's Artificial Intelligence technology and its marketing Lifetime value models.
  • The company scored a partnership with ecommerce pet giant Chewy and has announced plans to launch in the U.K.
Young lady using a banking app on her phone

Marko Geber

Lemonade (NYSE:LMND) is an Insurtech company that aims to disrupt the incumbent insurance industry, which has been dominated by a few humongous billion-dollar players for decades.

The company was founded in 2015 by Daniel Schreiber and Shai Wininger (who was the

This article was written by

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Senior Investment Analyst for Hedge Funds. Interviewed Hedge Fund Managers and CEO's. Investment Strategy: Focus on Deep Dive Valuation, G.A.R.P (Growth at a Reasonable Price). Masters in Equity Valuation, 755+ Companies Analysed.

Disclosure: I/we have a beneficial long position in the shares of LMND either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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