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@ValerijDaniloff "But if there is rev growth it will.🍋🚀 $LMND $UPST"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-24 20:54:26 UTC XXX followers, XXX engagements

"I was thinking When you consider the future both AI in general and $LMND as a business are probably at their lowest point right now. Which makes it kind of awesome to be an optimist 🍋😀"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-26 15:05:48 UTC XXX followers, XXX engagements

"Hey @grok on a scale of X to XXX how much of a retard am I Please explain your reasoning"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-27 13:53:00 UTC XXX followers, XXX engagements

"Im currently vacating in Portugal and waiting for the $LMND Q2.25 and have time to think. The next XX months I think are pivotal. Q2.25 earnings will set the stage but the period from now until Feb XX earnings is where the re rating happens. The reinsurance shift to XX% retention kicks in. That means the $600M LTM XX revenue NEP would be $900+M for the same underlying business. @PaperBagInvest forecasts FY26 revenue at 1.2B thats nearly 2x current guidance and positive EBITDA by Q4 XX. This rev boost driven by AI efficiency and car accelerating momentum (700K waitlist 100%+ cross sell growth)"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-25 19:39:22 UTC XXX followers, 2039 engagements

"Unpopular take: A stock wont follow EPS or FCF/Share if theres no revenue growth"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-24 14:06:13 UTC XXX followers, XXX engagements

"The Norwegian wealth fund owns $LMND $UPST $DUOL. but not $HIMS"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-24 10:12:27 UTC XXX followers, 2781 engagements

"Just an awesome reminder from @bjmtweets. $LMND 🍋"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-28 11:38:11 UTC XXX followers, XXX engagements

"On Monday Ill make her buy more 🍋😅 $LMND"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-26 13:58:49 UTC XXX followers, 1270 engagements

"This is how I think about my $LMND and $UPST investments when people say it isnt going to work:"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-24 17:58:19 UTC XXX followers, 1031 engagements

"My pet insurance with Fremtind Forsikring in Norway has become frustratingly slow and inefficient. It used to be ok. Wed submit the paperwork receive a confirmation the same day and get the refund within XX days. Now it takes up to XX days just to process a claim. How did something that worked just fine become this inefficient We need $LMND. 🍋"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-28 12:14:48 UTC XXX followers, XXX engagements

"@OGCapital25 @jakebrowatzke I see you like PLTR. If Palantir can have a market cap of $XXX billion with $X billion in revenue then it wouldnt be that much of a stretch for Lemonade to have a market cap of say $XXX billion with XX billion in IFP in XX years or do you think thats too much"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-27 06:55:52 UTC XXX followers, XX engagements

"Do not I repeat do not slow down growth spend before the scaling starts to mature and there is clear signs of saturation Balance the growth and build the balance sheet as long as possible. $LMND 🍋"
@ValerijDaniloff Avatar @ValerijDaniloff on X 2025-07-24 14:34:24 UTC XXX followers, XXX engagements