@ShadyJosh5 Avatar @ShadyJosh5 DividendsIn2040

DividendsIn2040 posts on X about $lmnd, $tsla, growth, $dge the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 61.76% finance 39.22% automotive brands 13.73% technology brands 3.92% social networks 2.94% currencies 0.98% luxury brands 0.98% cryptocurrencies 0.98%

Social topic influence $lmnd #12, $tsla #181, growth 11.76%, $dge 9.8%, this is 8.82%, in the 8.82%, $deo 6.86%, share 5.88%, strong 5.88%, if you 3.92%

Top accounts mentioned or mentioned by @juliansorel70 @daschreiber @neilx10 @jakebrowatzke @paperbaginvest @neil_x10 @shaiwininger @benonwine @sticksand1 @nicklamparelli @investordaddy @teslapodcast @madiguz7 @throwabull @billsaiwen @teslaboomermama @wr4nygov @domienvde @arrangray9 @energytechinv

Top assets mentioned Lemonade, Inc. (LMND) Tesla, Inc. (TSLA) Diageo plc (DEO) Tractor Supply Co (TSCO) Hims & Hers Health, Inc. (HIMS)

Top Social Posts

Top posts by engagements in the last [--] hours

"Market had $LMND in a group with this If you invested $10000 in Beyond Meat in [----] today you would have $92. https://t.co/XKYs5vY7AF If you invested $10000 in Beyond Meat in [----] today you would have $92. https://t.co/XKYs5vY7AF"
X Link 2025-11-13T02:03Z [----] followers, [----] engagements

"Enough is enough. Got the green light from the Mrs and dumped half the $TSLA position just now bought a significant share count of $LMND. Q4 earnings are in a week and [----] will be a pivotal year in my opinion. Life is too short to be a chicken"
X Link 2026-02-12T17:51Z [----] followers, 16.6K engagements

"Listening to the analyst questions (especially the last couple) on $LMND earnings call I think a lot of retail investors categorically understand and know the business much better than Wall Street"
X Link 2025-11-05T14:03Z [----] followers, [----] engagements

"I guess diversification can wait. I'm not done buying the heck out of this company just yet. Will power DCA and keeping eyes on the prize will win the game here. In a strange sense I'm a bit relieved to see the stock being weak more time to accumulate. See you at $200"
X Link 2025-11-17T18:11Z [----] followers, [----] engagements

"My family is now 100% $LMND. Everything else has been sold. For better or worse it's time to ride or die. Enough is enough. Got the green light from the Mrs and dumped half the $TSLA position just now bought a significant share count of $LMND. Q4 earnings are in a week and [----] will be a pivotal year in my opinion. Life is too short to be a chicken. Enough is enough. Got the green light from the Mrs and dumped half the $TSLA position just now bought a significant share count of $LMND. Q4 earnings are in a week and [----] will be a pivotal year in my opinion. Life is too short to be a chicken"
X Link 2026-02-12T20:03Z [----] followers, 10.5K engagements

"FOMOOOOO is hitting hard - still confident of my year end price target $91.23 for $LMND - think it will be $75-$80 post earnings on 5th Nov"
X Link 2025-10-27T17:48Z [----] followers, [----] engagements

"Just want to put something out there. I believe $LMND is due a significant re-rating soon. If it goes above my comfort level I may exit or heavily trim position. Not sure whether its good faith to disclose any sale let me know. Dont want to be called a pump and dumper"
X Link 2025-11-10T19:19Z [----] followers, [----] engagements

"Bought back the $LMND shares I sold post earnings"
X Link 2025-11-14T16:28Z [----] followers, [----] engagements

"WTF even is this $LMND"
X Link 2025-11-19T17:54Z [----] followers, [----] engagements

"None of my followers could care less about $DGE $DEO but this tweet is to inform you that the bottom is in at [--] and we are going back to [--] The Diageo Thesis $DEO $DGE: Why I bought Now Abstract: Diageo is an alcoholic beverage business selling well known brands such as Jonnie Walker Whisk(e)y Tanqueray Gin Smirnoff Vodka Captain Morgan Rum Don Julio Tequila Guiness stout beer. The business has historically https://t.co/wZruLC2VEF The Diageo Thesis $DEO $DGE: Why I bought Now Abstract: Diageo is an alcoholic beverage business selling well known brands such as Jonnie Walker Whisk(e)y"
X Link 2025-12-01T10:36Z [----] followers, [----] engagements

"The hot new pair trade in town 😂😆 $TSLA $TSCO"
X Link 2026-01-08T08:41Z [----] followers, [---] engagements

"Bought [---] shares of $TSLA at average $433 over past [--] sessions. Looking for a bounce to the $465 range and a small fade for $LMND to trade back. Playing to win in [----]. All of the funds were from Lemonade that were bought between $71 and $74 and sold $80 ish over past [--] weeks"
X Link 2026-01-09T16:21Z [----] followers, [----] engagements

"For people that like the detail get yourself on LinkedIn and follow Daniel and Lemonade. Announcements/post often have more context and information on there vs on X recent post today being a good example"
X Link 2026-01-29T08:38Z [----] followers, [----] engagements

"Question: if everything is done by AI why do they need a Head of Analytics These roles are usually a fancy label for managing a team who fix and bodge data to derive mediocre analysis"
X Link 2026-02-05T09:29Z [----] followers, [----] engagements

"@Neil_X10 Invest for long term no. But anything is worth buying at the right price and $HIMS has all the ingredients to be a great trader stock"
X Link 2026-02-10T07:49Z [----] followers, [---] engagements

"@JulianSorel70 well I guess Ill retire before you then"
X Link 2026-02-12T21:19Z [----] followers, [---] engagements

"@JulianSorel70 Im pleased that life has been good to you and am seeking my own fortune in the best risk reward setup in the entire stock market"
X Link 2026-02-12T21:28Z [----] followers, [---] engagements

"Why Lemonade Car Bulls Should Chill: My View Seen a lot of thoughts from Lemonade bulls since Q4 ER frustration on slow car rollout. Speaking with Arran and Matt they thought it could be helpful to share input. Key point: The car product has very significantly higher capital requirement than Pet and Renters. Consider the Paid loss triangle on page [---] of Annual Report: link at bottom of thread: I have restated the triangle below to have duration (time since start of the accident year in question) along the top axis In bottom but one row is "link ratio" - this just compares the sum of all non"
X Link 2025-03-21T15:10Z [----] followers, [----] engagements

"Lemonade Pet IFP grew from $181m to $283m during [----] an increase of 56% YoY. Maintaining a 56% growth rate during [----] - [----] would result in Pet IFP of $1.07bn at Q4 [----]. Pet is a ultra short tail automated scaleable product with insanely good cash flow characteristics"
X Link 2025-03-21T16:12Z [----] followers, [----] engagements

"Cant get past how cheap $LMND is even after a double from lows. FOMO is going to kick in hard when it hits the next levels"
X Link 2025-03-24T16:41Z [----] followers, [----] engagements

"$LMND for people wondering about Auto tariffs: its not as bad as you would think Firstly bodily injury is not impacted which is a big $ of auto losses. Second it's only imported parts affected supply will switch to domestic. Third Labour is a huge % of auto repair bills"
X Link 2025-04-03T09:45Z [----] followers, [----] engagements

"Shoutout to the $LMND book value bros Im old enough to remember when the Tesla haters boldly claimed $TSLA could never make an annual profit let alone dig out from ($6B) of lifetime accumulated deficits. https://t.co/h7bXjqy9t6 Im old enough to remember when the Tesla haters boldly claimed $TSLA could never make an annual profit let alone dig out from ($6B) of lifetime accumulated deficits. https://t.co/h7bXjqy9t6"
X Link 2025-04-23T21:54Z [----] followers, [----] engagements

"To close on exactly $30 is low probability To close on $30 for two straight days is low probability squared For this to happen on earnings eve is even less likely Are the stars aligning for a ripper tomorrow Blow out Q1 surprise lets have it"
X Link 2025-05-05T20:50Z [----] followers, [----] engagements

"My highlights of the Q1 [--] $LMND letter: Huge thanks to @daschreiber @shai_wininger and the team for a great quarter - ahead of expectations - Loss ratio 78% Gross is better than expected - Very solid IFP $1.008bn - Gross profit $39bn in spite of wildfire - IFP growth continues to accelerate now 27% - OPEX ex marketing spend flat at $89m/quarter - Tariffs are absorbed into pricing not a big deal - Cali wildfire impact is Net $22m easily absorbed - Growth spend was $38m in Q1 - pedal to the metal - If we strip the wildfire impact and growth spend out underlying operating leverage is really"
X Link 2025-05-06T11:43Z [----] followers, [----] engagements

"Just sold another [--] of the Mrs' $TSLA and bought a further block of $LMND. Reasons are: [--] - the Lemonade Q1 earnings were outstanding but hidden behind high marketing spend and CAT event with Softbank sale adding to sell off [--] - The S&P [---] is now only 5% off its ATH but $LMND is still down 37% from the Nov [--] high. As safe haven cash moves from sidelines back into equities this will trickle down to the small caps as higher large cap pricing will give liquidity to traders/investors [--] - I can't see the 10:1 Tesla/Lemonade ratio holding for too much longer - at some point the Lemonade"
X Link 2025-05-13T13:52Z [----] followers, [----] engagements

"Whether signal or noise the velocity intensity and pace of $LMND dialogue on X is unquestionably ramping up. A lot of new people are looking at the company and asking great questions and I suspect Q2 [--] could be a big earnings surprise. Feels like clock is ticking faster"
X Link 2025-06-02T05:19Z [----] followers, [----] engagements

"This is happening now. I used to work in insurance industry and put all my earnings into $LMND stock to catch the transfer"
X Link 2025-06-15T05:22Z [----] followers, [----] engagements

"$LMND mid year update - reiterating my year end estimate price target $91.23"
X Link 2025-06-20T16:49Z [----] followers, [----] engagements

"Predictions for $LMND stock - The stock price will remain extremely volatile - Traders will be arguing / taking bets every week for the next [--] years on if short term price action is + or - - Long term investors will see sequentially higher highs - Price will converge to $500"
X Link 2025-06-25T15:16Z [----] followers, [----] engagements

"The Quota Share going from 55% to 20% is mental. Huge change not sure how I feel about it. Either the reinsurance market has lost the plot or Lemonade management are seriously bullish on underwriting results over the next [--] months. Lemonade Announces Successful Renewal of Reinsurance Program - https://t.co/l5zbEUrFlf Lemonade Announces Successful Renewal of Reinsurance Program - https://t.co/l5zbEUrFlf"
X Link 2025-06-30T20:58Z [----] followers, [----] engagements

"Why Texas Flood impact to Lemonade may be small: Firstly - Lemonade has for a long time fronted a lot (check in filings for amounts) of it's Texas Auto coverage to third party companies. This basically means that Lemonade writes policies but doesn't want to retain the risk and passes the entire premium along to a third party insurer basically acting as a broker. This isn't discussed much but it's been there for a long time - so it's possible Lemonade is smart enough to have swerved the whole thing. While early estimates of the total economic loss from the Texas floods range from $18bn to"
X Link 2025-07-10T06:40Z [----] followers, 12.4K engagements

"A big personal milestone. One year after leaving the insurance sector and setting up a small business from zero I made the first official payroll for myself and a permanent part time employee. I have a paycheck again and the company is doing great"
X Link 2025-07-29T15:45Z [----] followers, [----] engagements

"Am digesting the Q2 [--] $LMND results and listening to the call but im summary - outstanding results Will post a full digest later today but the company is powering ahead executing on strategy and firing on all cylinders. Surely the market should re-rate the stock here"
X Link 2025-08-05T12:08Z [----] followers, [----] engagements

"If you have limited time just listen to the last [--] minutes of the call - gold from Tim and Daniel. The company has already best in industry LAE ratios and will continue to pass savings from the low cost structure to customers to drive growth higher retention lower CACs"
X Link 2025-08-05T12:54Z [----] followers, [----] engagements

"My paper gains today on Lemonade are [--] X my annual salary 🙈😂 I either need a pay rise or to diversify"
X Link 2025-08-05T14:45Z [----] followers, [----] engagements

"Shoutout to the OGs who remember regular buying at $14 $15 $14 $16 same game now DCA at higher prices in expectation that future us will look back with nostalgia when the share price is $500+"
X Link 2025-08-05T16:03Z [----] followers, 10.9K engagements

"Clarifying the Free Cash Flow situation - the "adjusted free cash flow" is +$25m in Q2 [--] $21.6m of this is cash inflow arising from Synthetic Agents for which arguably there is a corresponding off balance sheet future liability - although as we know from the call yesterday the leveraged IRR arising from the SA arrangement is +100% per year for Lemonade Aside from this there is core free cash flow of +$3.4m So Lemonade is FCF+ without SA and as time passes and cohorts graduate from SA repayments Lemonade's core future cash flow will only increase"
X Link 2025-08-06T13:46Z [----] followers, [----] engagements

"Randomly checked a one year $LMND chart and caught the screenshot - all 2s"
X Link 2025-08-08T17:17Z [----] followers, [----] engagements

"Stock is CHEAP Dont get tied up in your holding value or the ticker price. How on earth is this company trading at a $4bn market cap We said it at $1bn and we will say it at $20bn $50bn and $100bn Yes of course the company will take its own time to grow into fully deserving those valuations but it seems fairly likely that thats a course set in motion that will come to pass. Traders will lose in this environment IMO and stock can see $200 in pretty short order. Not advice buy sell or hold at your own risk"
X Link 2025-08-13T13:58Z [----] followers, [----] engagements

"I've given impression for a while that I'm "All In" on $LMND stock but it's not quite true and have been thinking a lot about portfolio structure recently so thought I'd share perspective on things. The journey till now has been great and I've done a fair bit of trading between $LMND and $TSLA to get the increase share counts of both. I love Lemonade far more than Tesla but the latter is in a different league (bigger). I believe $LMND will outperform on a total returns basis but will also have much higher standard deviation than $TSLA and the large cap diversified holdings. My overall view is"
X Link 2025-08-26T10:25Z [----] followers, [----] engagements

"I worked in the insurance industry as an Actuary for 12+ years and things are just not done well - very inefficient. The infrastructure of legacy insurers (all of them) is 1980s and older with multiple systems all patched together. To replace them all and start again is next to impossible. Contrast that to a digital platform with no legacy and you start to see it. Lemonade has the bones needed. Then add on a top tier brand and customer experience mind bending revenue per employee and that the company can scale revenue 10x and 10x again with marginal or zero employee or overhead increase and"
X Link 2025-08-26T14:12Z [----] followers, [----] engagements

"Why $LMND Q3 [----] earnings should beat expectations: Looking at customer count over past [--] years we see that Q3 always has a strong increase. This is driven by the seasonal trend of people moving for new jobs/studies etc in Q3. Q3 tends to see much stronger customer acquisition than Q4 for the same $ spend because in Q4 advertising cost/rates are much higher due to competition for ads for Christmas season. So the company tends to pull forward some of the planned Q4 spend into Q3 as the ROI is higher. This also contributes to spikes in Q3 customer growth. We know from narrative on past calls"
X Link 2025-10-08T11:31Z [----] followers, 19K engagements

"Q3 [----] is shaping up to be a strong quarter as far as I can see - note the CAT losses across industry in Q3 are an outlier to the downside very light CATs Why $LMND Q3 [----] earnings should beat expectations: Looking at customer count over past [--] years we see that Q3 always has a strong increase. This is driven by the seasonal trend of people moving for new jobs/studies etc in Q3. Q3 tends to see much stronger customer https://t.co/mc0zBATusp Why $LMND Q3 [----] earnings should beat expectations: Looking at customer count over past [--] years we see that Q3 always has a strong increase. This is"
X Link 2025-10-08T11:59Z [----] followers, [----] engagements

"@benonwine The actual reason for this as my very posh granny chastised me for is that a gentleman should be road side to protect the lady from any stray horses that were on the run - less applicable in [----] 😂"
X Link 2025-10-09T03:14Z [----] followers, [----] engagements

"My $LMND post from yesterday on Q3 earnings - does not cover in detail the reinsurance change announced Q2 [--] which will cause revenue growth of around 70% over the year from Q2 [--] as retained earned net premium (retention changing from 45% to 80% of written premium) is counted as revenue - transition will surprise earnings to upside in my opinion as many market participants dont seem to study Lemonade earnings reports closely"
X Link 2025-10-09T10:47Z [----] followers, [----] engagements

"My buying power isnt what it once was but the slow DCA continues - if things go the way I think they will a small buy like this could turn out to buy me a spare Porsche"
X Link 2025-10-10T17:26Z [----] followers, [----] engagements

"This is why I won't be selling $LMND anytime soon. In [----] a man sold his 10% stake in a tiny tech startup for just $800. That startup Apple. Today his share is worth over $320 billion more than countries' GDP. Now lives quietly on social security in a small US town in Nevada. This is the story of the forgotten third founder of Apple the man who walked away from one of the greatest fortunes ever. April [--] [----]. In a small California garage three men came together to start a company called Apple: 📷 Steve Jobs a broke dreamer 📷 Steve Wozniak a tech genius with no business acumen and 📷 Ron"
X Link 2025-10-11T05:28Z [----] followers, [----] engagements

"$LMND for @STICKSAND1 and anyone else using margin. Sorry if I hurt some feelings or you don't agree. While using Margin could be a useful tool for people in certain circumstances the rewards are generally overstated and the risks understated. My own investment framework is built through a balance of academic theory and optimism that a few outliers will massively outperform. I don't discard the former because of the latter: the former keeps me safe. A general and very widely used model is that individual stock price movements can be assumed to follow a normal distribution over the short -"
X Link 2025-10-12T07:02Z [----] followers, [----] engagements

"It doesnt take a genius to work out that if $LMND maintains a 30% IFP growth rate and a 40+% Gross profit margin with a flat expense base the company is going to print EPS and free cashflow relatively soon"
X Link 2025-11-05T11:12Z [----] followers, [----] engagements

"Why I continue to call out Pet as the cashflow machine to fund $LMND Notice IFP growth from $254m to $394m With Premium per Customer up 10% While loss ratios are literally between 68% and 71% EVERY QUARTER Low standard deviation of loss ratio is so bullish"
X Link 2025-11-05T11:22Z [----] followers, [----] engagements

"Switched over 10% of the Mrs' account to $LMND - I am cautious with her cash for understandable reasons and prefer to pay up for strong results than speculate. At this point $LMND is becoming a stock for widows and orphans"
X Link 2025-11-05T14:43Z [----] followers, [----] engagements

"Its a pretty cool feeling when you go deep on a conviction and sum up all your life experience and courage to date to go all in. Most of my stock was bought right after Q3 [--] earnings at $17 when market had it as a write off. Great moment enjoying it"
X Link 2025-11-05T17:29Z [----] followers, [----] engagements

"Here comes the volatility. Whipsaw $82 to $78 and back in seconds. A classic hallmark of a world changing stock is the market's inability to put an agreed price on it because no one can understand how it should be valued and why. Seen on every great tech growth story"
X Link 2025-11-06T14:47Z [----] followers, [----] engagements

"Superstar new CEO appointed today. If you like a value play with stability and dividend growth this is where you get it. Bought more $DGE / $DEO stock today and will be watching closely for an accumulation opportunity. New position initiated - Diageo $DEO Diageo has seen a 55% sell off from [----] highs and is trading at forward P/E [--] Stock price is back to [----] levels Widely regarded as a global market leader in the premium alcohol spirits sector with [--] $1bn plus brands quality New position initiated - Diageo $DEO Diageo has seen a 55% sell off from [----] highs and is trading at forward P/E"
X Link 2025-11-10T10:19Z [----] followers, [----] engagements

"Diageo $DGE $DEO is a classic Peter Lynch turnaround story. Best in class brands and operations but lost its way. New super CEO starting Jan. I'm accumulating here gut feel got me this far and I'm not stopping now. Note this is mostly with new money not $LMND sales"
X Link 2025-11-12T08:47Z [----] followers, [----] engagements

"On Feb 28th [----] my paper net worth dropped by a record (at the time) amount as $LMND fell from $22 to $15.50 due to poor Q4 earnings. The stock is now in the $70-$80 range. Bear history in mind if yesterday was painful this is totally normal for a 100x growth stock. $LMND Today is my biggest ever one day paper loss in history of net worth. I actually feel fine about it https://t.co/X6gAa7VjVv $LMND Today is my biggest ever one day paper loss in history of net worth. I actually feel fine about it https://t.co/X6gAa7VjVv"
X Link 2025-11-14T17:05Z [----] followers, [----] engagements

"$LMND has been an extremely volatile stock for many years. In the time I've owned it it has dropped by 30-40% many times and had intraday swings of 10% more times than you can count. By focusing on the earnings quality and what EPS will be in say [----] you cut out all the noise. On Feb 28th [----] my paper net worth dropped by a record (at the time) amount as $LMND fell from $22 to $15.50 due to poor Q4 earnings. The stock is now in the $70-$80 range. Bear history in mind if yesterday was painful this is totally normal for a 100x growth stock. https://t.co/adiNe9gcOo On Feb 28th [----] my paper"
X Link 2025-11-14T17:10Z [----] followers, [----] engagements

"$LMND If in doubt remember the bigger picture and refer to the monthly chart. We spent way too long buying and holding in the $15 to $18 range to blow the biggest trade of a lifetime due to impatience. $70 is a transient level soon to be relegated to the history books"
X Link 2025-11-17T17:11Z [----] followers, [----] engagements

"Why Im struggling to get excited about $PATH - space is too hot and sales guys have been hard selling I will fix your problem software for [--] years. Execs and decision makers have hundreds of solicitations for the next thing. How do they know what to look at"
X Link 2025-11-19T12:49Z [----] followers, [----] engagements

"The Diageo Thesis $DEO $DGE: Why I bought Now Abstract: Diageo is an alcoholic beverage business selling well known brands such as Jonnie Walker Whisk(e)y Tanqueray Gin Smirnoff Vodka Captain Morgan Rum Don Julio Tequila Guiness stout beer. The business has historically been a top quality best of class machine but the stock has imploded in the past three years leaving I believe a compelling entry point. Warren Buffett has owned shares for many years and doubled his holdings in Q1 [----] stock down 50% since The Big Picture: Companies with a strong moat can often be identified by margins. Diageo"
X Link 2025-11-29T12:42Z [----] followers, [----] engagements

"OK Fine I was wrong with [--] bottom. But how about [--] Bouncing today. My portfolio is now three stocks $LMND $TSLA and $DGE / $DEO . One day I'll shut up about Diageo but it's rare to see quality like this on sale. Expecting 15-20% annual returns with low volatility. None of my followers could care less about $DGE $DEO but this tweet is to inform you that the bottom is in at [--] and we are going back to [--] None of my followers could care less about $DGE $DEO but this tweet is to inform you that the bottom is in at [--] and we are going back to 38"
X Link 2025-12-11T11:32Z [----] followers, [----] engagements

"Diageo $DEO $DGE is ripping higher over past [--] hours following broker upgrade from Barclays tipping implementation of Full Self Driving as a catalyst for increasing alcohol demand. [--] looks strong. https://www.tipranks.com/news/the-fly/diageo-price-target-raised-to-2650-gbp-from-2470-gbp-at-barclays-thefly#google_vignette https://www.tipranks.com/news/the-fly/diageo-price-target-raised-to-2650-gbp-from-2470-gbp-at-barclays-thefly#google_vignette"
X Link 2025-12-12T14:45Z [----] followers, [---] engagements

"Updated portfolio weights closing out [----]. Target is 25% CAGR while minimizing volatility. E(X) is conservative expected total returns to [----] Not financial advice and I play my own strategy. $LMND $TSLA $DGE"
X Link 2025-12-13T09:00Z [----] followers, [----] engagements

"@Nick_Lamparelli this passes the book value test $DGE Diageo $DGE famous for the value locked up in aging barrels of whisky is now trading at its lowest price to book ratio in 20+ years. https://t.co/fldbJBolr3 Diageo $DGE famous for the value locked up in aging barrels of whisky is now trading at its lowest price to book ratio in 20+ years. https://t.co/fldbJBolr3"
X Link 2025-12-15T09:51Z [----] followers, [---] engagements

"$DGE Let's Go hoping [--] was hard stop bottom and looking for a U shaped recovery. The bet is also twofold macro: that some hot money comes out of AI names and back to value and falling interest rates make 5% dividend yielding quality stocks more attractive to big money funds"
X Link 2025-12-16T08:18Z [----] followers, [---] engagements

"Happy New Year. My [--] year Compound Annual Growth Rate 01/01/20 to 31/12/2025 stands at 44% pa notwithstanding sell off in $TSLA / $LMND past two weeks. Diageo $DGE $DEO is new position added in late [----] Expecting another blockbuster year in [----] driven by $LMND"
X Link 2026-01-01T10:47Z [----] followers, [----] engagements

"$179 is my Year End [----] $LMND stock price guess. Method basis: To cut out noise and focus on core fundamentals I calculate a core net underwriting profit proxy based on loss ratios and net of quota share in force premiums. Then I add in an estimate for the ceding commission and subtract fixed expenses ex marketing spend. IFP Growth estimates for year [----] I believe Home/Renters will continue to be slow growth for three main reasons: [--] - low hanging fruit in renters space has been taken [--] - Home capital requirements are a drag on ROCE [--] - Home is hard to underwrite well at a small scale So"
X Link 2026-01-01T19:00Z [----] followers, [----] engagements

"Dang looks like I might have to reverse this today"
X Link 2026-01-09T17:47Z [----] followers, [---] engagements

"I am against socialism in the common form seen in past [--] odd years. A tiny minority of people in power controlling resources for the common good and actually enriching themselves. Thats not what we want to see. However - I dont read Daniels thoughts as that but more of a logical thought exercise of asking questions about how we as society respond to the huge imbalance in income/wealth that will come from the AI revolution. If we have millions of taxi drivers. insurance brokers software engineers etc etc displaced the workforce by AI brains robo taxis humanoid robots then you have to ask the"
X Link 2026-01-10T22:37Z [----] followers, [----] engagements

"Wealth and income inequality is going to be a huge issue in our lifetime. A difficult set of problems to solve but lets try. @investor_daddy @PaperBagInvest I am against socialism in the common form seen in past [--] odd years. A tiny minority of people in power controlling resources for the common good and actually enriching themselves. Thats not what we want to see. However - I dont read Daniels thoughts as that but more of a @investor_daddy @PaperBagInvest I am against socialism in the common form seen in past [--] odd years. A tiny minority of people in power controlling resources for the"
X Link 2026-01-10T22:38Z [----] followers, [----] engagements

"$TSLA is a gateway drug for $LMND"
X Link 2023-07-03T15:55Z [----] followers, [----] engagements

"@TeslaPodcast Respect for staying with the stock all that time"
X Link 2023-07-26T19:24Z [----] followers, [----] engagements

"Everything Ive seen and heard today has massively increased my confidence in Lemonade. No one else is doing what they are doing"
X Link 2024-03-20T16:06Z [----] followers, [----] engagements

"@madiguz7 First time $GME holder bought [---] shares this morning. looking strong on the technicals"
X Link 2024-05-03T17:55Z [----] followers, [----] engagements

"@throwabull @BillSaiWen @TeslaBoomerMama @WR4NYGov Insane that Warren should have to justify selling 20% - decent risk management to protect the downside. Plenty of chances to buy back in even at higher price if things look sunnier in a few months"
X Link 2024-05-20T17:02Z [----] followers, [----] engagements

"$LMND we now have premium by product by quarter - been waiting a long time @DomienVdE @PaperBagInvest end of letter"
X Link 2024-10-30T20:47Z [----] followers, [----] engagements

"#NewProfilePic (Temp) - Really enjoying InsurTech insights and thrilled to very briefly meet @daschreiber"
X Link 2025-03-20T11:47Z [----] followers, [----] engagements

"When I met the legend @ArranGray9 for the first time"
X Link 2025-03-25T08:25Z [----] followers, [----] engagements

"No. Screenshots. Weve been talking about the short squeeze for a good three years - lets have a proper one this time"
X Link 2025-06-20T16:40Z [----] followers, [----] engagements

"Happy 10th Birthday to Lemonade 🥳🥳 https://www.lemonade.com/blog/lemonade-turns-ten/ https://www.lemonade.com/blog/lemonade-turns-ten/"
X Link 2025-07-01T08:37Z [----] followers, [----] engagements

"OGs will remember the $LMND Q3 [--] pop"
X Link 2025-11-02T17:19Z [----] followers, 12.9K engagements

"Dont be surprised if we see a big Q3 move OGs will remember the $LMND Q3 [--] pop https://t.co/DoxzMu2L2E OGs will remember the $LMND Q3 [--] pop https://t.co/DoxzMu2L2E"
X Link 2025-11-02T17:24Z [----] followers, [----] engagements

"Happy $LMND Q3 earnings $75 incoming"
X Link 2025-11-05T10:58Z [----] followers, 11.1K engagements

"If you cant interpret these $LMND pictures you should stick to index funds"
X Link 2025-11-05T11:37Z [----] followers, [----] engagements

"Told You So Happy $LMND Q3 earnings $75 incoming https://t.co/Lno78gU4mt Happy $LMND Q3 earnings $75 incoming https://t.co/Lno78gU4mt"
X Link 2025-11-05T16:05Z [----] followers, [----] engagements

"@energy_tech_inv I found it very interesting that BEP pays a Gross dividend so has 5.1% yield but BEPC pays net of taxes so has a 3.5% yield - the first one is my pick"
X Link 2025-11-13T08:38Z [----] followers, [---] engagements

"Further to recent spaces with @Neil_X10 - we discussed reasons for Lemonade Car to be less prone to automation than Pet/Renters due to the physical aspect of claims. Efficient repair of cars and resale of salvage are a key component for competitive advantage in the space. $CPRT"
X Link 2025-12-15T06:27Z [----] followers, [----] engagements

"@2147mill I tried to buy $MAGD in an ISA but my platform said its not allowed in the tax wrapper - were you able to"
X Link 2026-01-02T21:14Z [----] followers, [----] engagements

"Here we go again - Ocado stock $OCDO down 90% from highs up 12% today on strong Christmas sales. This is a digital only supermarket in the UK seeking to disrupt grocery market. Ideal buyout candidate for Amazon. I have a starter position and will monitor"
X Link 2026-01-06T16:01Z [----] followers, [---] engagements

"For transparency I closed at $448.23"
X Link 2026-01-09T18:54Z [----] followers, [---] engagements

"I'm back in the game bulls - personal account is now 100% LMND again and share count at all time high. Lemonade is going to start a crazy run sometime IMO. @Neil_X10 bent my ear about $TSLA too much"
X Link 2026-01-09T19:44Z [----] followers, [----] engagements

"I worked in large insurer/broker world for [--] years and I promise you would not believe how bad it is in terms of data quality process inefficiency. Lemonade actually has a low bar to step over and I predict will have best revenue growth AND net margins for decades to come. One of my favorite podcasts I've ever done. Thanks to @daschreiber for coming on. $LMND https://t.co/YZrLpOBvbJ One of my favorite podcasts I've ever done. Thanks to @daschreiber for coming on. $LMND https://t.co/YZrLpOBvbJ"
X Link 2026-01-10T07:18Z [----] followers, [----] engagements

"On the day of Q3 earnings we topped out at around $80 and the next few days bounced off $83 multiple times. Stock has been range bound between $71 and $83 since earnings. My gut feel is momentum is going to explode through $83 and we hit $90-$100 pretty soon. Not advice"
X Link 2026-01-12T15:00Z [----] followers, [----] engagements

"I tried to diversify. I did. I tried hard. But I just couldn't ignore the probability and payoff matrix on the table. In my personal opinion $LMND is going to do a multi-bagger run over the next 2-3 years. $TSLA is a conditional bet on Robotaxi rollout in the next [--] years"
X Link 2026-01-12T15:06Z [----] followers, [----] engagements

"Last Warning to $LMND shorts. Stock is about to blow In My Opinion. FOMO and short covering will kick in if we clear the all important $83 level. On the day of Q3 earnings we topped out at around $80 and the next few days bounced off $83 multiple times. Stock has been range bound between $71 and $83 since earnings. My gut feel is momentum is going to explode through $83 and we hit $90-$100 pretty soon. Not advice. On the day of Q3 earnings we topped out at around $80 and the next few days bounced off $83 multiple times. Stock has been range bound between $71 and $83 since earnings. My gut"
X Link 2026-01-12T16:16Z [----] followers, [----] engagements

"The way things are going I'm going to have two short squeezes to look at simultaneously. Silver is literally a unique setup in financial markets. Fundamental supply demand dynamics can take the price vertical to infinity Ladies and gentlemen the dam protecting silver shorts from being flooded by margin calls just broke 🚨 - The ultimate silver squeeze now beings (unfolding exactly as I kept warning) Enjoy the ride and don't forget to take profit when the price overshoots [----] GME-style https://t.co/l4NuK2IKwY Ladies and gentlemen the dam protecting silver shorts from being flooded by margin"
X Link 2026-01-12T17:02Z [----] followers, [----] engagements

"$LMND and Silver [--] ounce are fighting it out here both at $96 both up from $20 over a couple of years. Similar runs. Both can go to the moon. It will be super interesting to see how the pair play out"
X Link 2026-01-22T22:33Z [----] followers, [---] engagements

"This could be a decent plan with $LMND - if youre [--] and regularly save into the stock till age [--] it seems likely to add up. Older guy that I know has been working as a mechanic at a public company for the last [--] years. Since he started working there he went all in on this company. Stock compensation 401k bonus checks all of his money was invested into this one company. I checked the stock price Older guy that I know has been working as a mechanic at a public company for the last [--] years. Since he started working there he went all in on this company. Stock compensation 401k bonus checks"
X Link 2026-01-25T16:32Z [----] followers, [----] engagements

"I like the concept but quick question using Jake's thesis In status quo a small taxi operator uses [--] old taxis worth $10k each with [--] human drivers - $20k profit per vehicle $100k total In a robotaxi scenario small operator buys [--] robotaxis for $100k capital each displaces human driver gross profit per vehicle increases to $50k total $250k Or more likely the operator reduces taxi fares to gain market share creating what Mosaic refers to as the AI dividend - deflation caused by capital displacing labour If the government captures 75% of the deflation using dynamic VAT doesn't that just reduce"
X Link 2026-02-02T07:35Z [----] followers, [---] engagements

"@daschreiber @jakebrowatzke Thank you Sir I will - the $LMND position will provide be seed capital"
X Link 2026-02-02T08:37Z [----] followers, [---] engagements

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