# ![@PaperBagInvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1288132398257811457.png) @PaperBagInvest Paper Bag Investor

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

### Engagements: [-----] [#](/creator/twitter::1288132398257811457/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1288132398257811457/c:line/m:interactions.svg)

- [--] Week [------] +5%
- [--] Month [-------] +147%
- [--] Months [---------] +158%
- [--] Year [---------] +78%

### Mentions: [--] [#](/creator/twitter::1288132398257811457/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1288132398257811457/c:line/m:posts_active.svg)

- [--] Week [--] -10%
- [--] Month [--] +43%
- [--] Months [---] +14%
- [--] Year [---] +29%

### Followers: [------] [#](/creator/twitter::1288132398257811457/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1288132398257811457/c:line/m:followers.svg)

- [--] Week [------] +0.32%
- [--] Month [------] +3.40%
- [--] Months [------] +34%
- [--] Year [------] +90%

### CreatorRank: [-------] [#](/creator/twitter::1288132398257811457/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1288132398257811457/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  92.08% [stocks](/list/stocks)  72.28% [automotive brands](/list/automotive-brands)  25.74% [technology brands](/list/technology-brands)  5.94% [celebrities](/list/celebrities)  3.96% [social networks](/list/social-networks)  3.96% [cryptocurrencies](/list/cryptocurrencies)  1.98% [countries](/list/countries)  1.98% [products](/list/products)  0.99%

**Social topic influence**
[$lmnd](/topic/$lmnd) #5, [$tsla](/topic/$tsla) 19.8%, [tesla](/topic/tesla) 17.82%, [in the](/topic/in-the) 9.9%, [insurance](/topic/insurance) 7.92%, [the next](/topic/the-next) 5.94%, [future](/topic/future) 4.95%, [model](/topic/model) 3.96%, [lemonade inc](/topic/lemonade-inc) #5, [bullish](/topic/bullish) 2.97%

**Top accounts mentioned or mentioned by**
[@lemonadeinc](/creator/undefined) [@shaiwininger](/creator/undefined) [@tesla](/creator/undefined) [@daschreiber](/creator/undefined) [@zamorajmp](/creator/undefined) [@wall_st_regard](/creator/undefined) [@early1902](/creator/undefined) [@jason](/creator/undefined) [@elonmusk](/creator/undefined) [@andersreiche](/creator/undefined) [@deitaone](/creator/undefined) [@tedcruz](/creator/undefined) [@nftlunatic](/creator/undefined) [@tuneventures](/creator/undefined) [@chamath](/creator/undefined) [@theallinpod](/creator/undefined) [@davidsacks](/creator/undefined) [@friedberg](/creator/undefined) [@bez](/creator/undefined) [@progressive](/creator/undefined)

**Top assets mentioned**
[Lemonade, Inc. (LMND)](/topic/$lmnd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Progressive Corp (PGR)](/topic/$pgr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Dogecoin (DOGE)](/topic/dogecoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Not financial advice do your own due diligence $LMND But Im buying more 🍋"  
[X Link](https://x.com/PaperBagInvest/status/2022039424083931191)  2026-02-12T20:05Z 11K followers, [----] engagements


"New English interview with @shai_wininger is live Lemonade CEO Shai Wininger on How Lemonade Rebuilt Its Product Org and. https://youtu.be/oxnUhfE5rh8si=pPIWaQ95n7EFIeuE https://youtu.be/oxnUhfE5rh8si=pPIWaQ95n7EFIeuE"  
[X Link](https://x.com/PaperBagInvest/status/2021236957737611327)  2026-02-10T14:56Z 11K followers, 41.9K engagements


"Just what you needed: Why this CRASH is a GIFT to the $LMND Deep Divers https://youtu.be/BD7Jp3cs0Zssi=fjkHdtAc5EMbErPV https://youtu.be/BD7Jp3cs0Zssi=fjkHdtAc5EMbErPV"  
[X Link](https://x.com/PaperBagInvest/status/2022539464044847179)  2026-02-14T05:12Z 11K followers, 13.5K engagements


"Okay so I spent several hours this evening reviewing my $LMND model and Q3 details and from what I'm seeing I'm pretty bullish. Will review further and then be doing a video - hopefully to Patreon in the next couple days and then public a day or two afterwards. Stay tuned"  
[X Link](https://x.com/anyuser/status/1983411117000163668)  2025-10-29T05:50Z 11K followers, [----] engagements


"@DeItaone Correction: insurance co (singular) named @Lemonade_Inc $LMND"  
[X Link](https://x.com/PaperBagInvest/status/2014761522757775441)  2026-01-23T18:05Z 11K followers, [---] engagements


"@ZamoraJMP @shai_wininger @Lemonade_Inc @Tesla Yes please post how your experience and savings go. And tag me Im interested in hearing"  
[X Link](https://x.com/PaperBagInvest/status/2015906550817214908)  2026-01-26T21:55Z 11K followers, [---] engagements


"@ZamoraJMP @shai_wininger @Lemonade_Inc @Tesla Nice Thanks for the feedback. Yes I wonder how much lower it will go if most or all miles are done with FSD"  
[X Link](https://x.com/PaperBagInvest/status/2016280372376662195)  2026-01-27T22:41Z 11K followers, [--] engagements


"Reminder that $LMND Car is just starting to take off. I expect it to start growing in the 50% plus range in 2026"  
[X Link](https://x.com/PaperBagInvest/status/2017314473204433339)  2026-01-30T19:10Z 11K followers, 11.3K engagements


"Reminder that $LMND Pet is crushing it. I have growth slowing slightly in the coming quarters but that might be too pessimistic. We'll see"  
[X Link](https://x.com/PaperBagInvest/status/2017315734662369513)  2026-01-30T19:15Z 11K followers, [----] engagements


"Thanks for sharing. You and your mind are a great asset to everyone - I'm very thankful for you I think there is likely a high number of neurodivergent people in the $LMND community. I've never been tested or diagnosed nor do I feel I need to but I've always felt different. Felt I see the world in a way that only a small sliver of the population understands. So I can definitely relate to much of what you said. https://twitter.com/i/web/status/2018522278841950647 https://twitter.com/i/web/status/2018522278841950647"  
[X Link](https://x.com/PaperBagInvest/status/2018522278841950647)  2026-02-03T03:09Z 11K followers, [----] engagements


"Fern storm is likely a nothing burger . https://www.patreon.com/posts/fern-storm-149806704utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/fern-storm-149806704utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link"  
[X Link](https://x.com/PaperBagInvest/status/2018892353956970978)  2026-02-04T03:40Z 11K followers, [----] engagements


"I am prepping for my $LMND Q4 and [----] preview video. Is there anything specific you would like me to cover Let me know down below and I'll see if I can work it in"  
[X Link](https://x.com/PaperBagInvest/status/2018900342742942138)  2026-02-04T04:12Z 11K followers, [----] engagements


"REMINDER: $LMND Q4 loss ratio will likely be the lowest it's ever been. Why Daniel said it will be if nothing unexpected happens. And . nothing unexpected did happen. We had minimal catastrophic (CAT) events in Q4. $PRG numbers for Q4 CAT are very low. So how low might it go Q3 Gross Loss Ratio ex-CAT was 56% and 62% with CAT. If Q4 baseline improve slightly say to 54% and we have less CAT than Q3 we may see 60% loss ratio for Q4 . https://twitter.com/i/web/status/2018902446592926146 https://twitter.com/i/web/status/2018902446592926146"  
[X Link](https://x.com/PaperBagInvest/status/2018902446592926146)  2026-02-04T04:20Z 11K followers, 13.2K engagements


"As $LMND's reinsurance changes takes more and more effect we should see an inflection point in revenue growth over the next year"  
[X Link](https://x.com/PaperBagInvest/status/2018908813823516895)  2026-02-04T04:45Z 11K followers, 16K engagements


"@shai_wininger @tedcruz @Lemonade_Inc A data driven insurance company built from the ground up with AI in mind 🍋"  
[X Link](https://x.com/PaperBagInvest/status/2019486956808552918)  2026-02-05T19:03Z 11K followers, [---] engagements


"My $LMND Q4 and [----] preview video is now up on my Patreon. I'll make this public in a few days. https://www.patreon.com/posts/lmnd-q4-and-2026-150139589utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/lmnd-q4-and-2026-150139589utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link"  
[X Link](https://x.com/PaperBagInvest/status/2019943738664186245)  2026-02-07T01:18Z 11K followers, [----] engagements


"@Early1902 Yes in February. So this may be it. FSD insurance is soon live in Oregon https://x.com/shai_wininger/status/2013967730378977311s=46&t=74UEs9BtFkckYu2FdVtCJA This is just the beginning. We have huge plans for Lemonade Autonomous Car and will continue building and improving it over time. Version [---] will be rolling out in Arizona on January [--] and in Oregon in February. More here: https://t.co/q0UOjWNNgk Follow for more updates. https://x.com/shai_wininger/status/2013967730378977311s=46&t=74UEs9BtFkckYu2FdVtCJA This is just the beginning. We have huge plans for Lemonade Autonomous"  
[X Link](https://x.com/PaperBagInvest/status/2020131254671167589)  2026-02-07T13:43Z 11K followers, [----] engagements


"@shai_wininger @Lemonade_Inc @Tesla Amazing"  
[X Link](https://x.com/PaperBagInvest/status/2021229089705582784)  2026-02-10T14:25Z 11K followers, [---] engagements


"@NFTLunatic Q4 60%"  
[X Link](https://x.com/PaperBagInvest/status/2021823742305837502)  2026-02-12T05:48Z 11K followers, [----] engagements


"How low could the Q4 loss ratio go And could it result in breakeven or positive Adjusted EBITDA for Q4 I'm beginning to think it's more possible than I had previously considered. Progressive All State and Travellers all had very low CAT loss ratios in Q4 and compared to Q4 [----] they were very similar or even better. $LMND in Q4 [----] only had 1% of CAT. One percent If Lemonade has 1% of CAT again and Gross loss ratio ex-CAT continues its improvement trajectory and goes to say 54% then we could have 55% GLR overall for Q4. If that happens . Adjusted EBITDA will be very close to breakeven or"  
[X Link](https://x.com/PaperBagInvest/status/2020347937734164593)  2026-02-08T04:04Z 11K followers, 15.1K engagements


"$LMND vs incumbents @PaperBagInvest If you think of companies like living organisms it becomes clear forcing AI onto old companies is not nearly as transformative as building with AI from birth. AI in the very DNA of a new organism will win out over time @PaperBagInvest If you think of companies like living organisms it becomes clear forcing AI onto old companies is not nearly as transformative as building with AI from birth. AI in the very DNA of a new organism will win out over time"  
[X Link](https://x.com/PaperBagInvest/status/2022164185564791267)  2026-02-13T04:21Z 11K followers, [----] engagements


"I think 2026/2027 is going to be wild for $LMND. I have between now and when the market figures this out to accumulate shares. 🍋"  
[X Link](https://x.com/PaperBagInvest/status/1677181652550791168)  2023-07-07T05:04Z 11K followers, 77.9K engagements


"Passed [----] 🫡"  
[X Link](https://x.com/PaperBagInvest/status/1984003180058054828)  2025-10-30T21:03Z 11K followers, 32.8K engagements


"Video is public The Ultimate $LMND Q4 and [----] Preview 🍋 https://youtu.be/TsJriFRqZ6k https://youtu.be/TsJriFRqZ6k"  
[X Link](https://x.com/PaperBagInvest/status/2020551297531785522)  2026-02-08T17:32Z 11K followers, 63.4K engagements


"Are legacy insurers a threat to $LMND My thoughts: I strongly agree with Elon Musk's recent point (from his interview with Peter Diamandis and others) that fully AI-native organizations will unlock unprecedented levels of efficiency and outperform everyone else. He compared it to the spreadsheet revolution: a single laptop running Excel can outperform an entire skyscraper of people doing manual calculations. Even if just a few cells in that spreadsheet were filled in by hand the hybrid approach would still lose badly. The same logic applies to AI todaypartial adoption creates friction errors"  
[X Link](https://x.com/PaperBagInvest/status/2022154989888844265)  2026-02-13T03:44Z 11K followers, [----] engagements


"Guys . FIVE DAYS until Q4 earnings and [----] guide👀 Video is public The Ultimate $LMND Q4 and [----] Preview 🍋 https://t.co/f6o4yE3iOo Video is public The Ultimate $LMND Q4 and [----] Preview 🍋 https://t.co/f6o4yE3iOo"  
[X Link](https://x.com/PaperBagInvest/status/2022882874941383069)  2026-02-15T03:57Z 11K followers, [----] engagements


"$LMND Q3 earnings are coming in Wednesday November [--]. Letter and call both before market opens that day"  
[X Link](https://x.com/PaperBagInvest/status/1978862131756802286)  2025-10-16T16:34Z 11K followers, 19.5K engagements


"Holy moly. This is incredible news. The future of driving is partnering with $LMND. This signals that: ✅ Lemonade can offer the ultimate seamless experience both for the customers and Tesla ✅ Lemonade can be trusted with users data ✅ Insurance is a challenging business and Tesla would rather outsource it $TSLA Were starting to roll out direct integration with @Tesla vehicles removing the need for a UBI device in our Pay Per Mile product. This makes activating Lemonade Car on Teslas effortless and lets us cut hardware and shipping costs helping lower prices for Tesla drivers even"  
[X Link](https://x.com/PaperBagInvest/status/1979026296572383332)  2025-10-17T03:26Z 11K followers, 33.7K engagements


"In the last week $LMND announced: - board seat to PayPal/Venmo CMO - board seat to Meta VP of AI products - integration with Tesla vehicles If this isn't a vote of confidence that this $3.5B company will be in a much larger league someday soon . I need more shares"  
[X Link](https://x.com/anyuser/status/1979028417912643796)  2025-10-17T03:35Z 11K followers, 18K engagements


"$LMND insurance with $TSLA integration will of course be offered in states where Tesla currently has no insurance offering"  
[X Link](https://x.com/anyuser/status/1979337862169661843)  2025-10-18T00:04Z 11K followers, [----] engagements


"1.4M views on this post. Nice"  
[X Link](https://x.com/anyuser/status/1979758751956775282)  2025-10-19T03:57Z 11K followers, [----] engagements


"$LMND is a tech company Interesting. We've done the same internally a while back after noticing better context extraction precision with pixels rather than vector shaped post script text and ASCII. Interesting. We've done the same internally a while back after noticing better context extraction precision with pixels rather than vector shaped post script text and ASCII"  
[X Link](https://x.com/anyuser/status/1980306153650401356)  2025-10-20T16:12Z 11K followers, 17.4K engagements


"$LMND is guiding for a Q4 adjusted EBITDA of only: -$13M We can calculate this from the full year guide - Q3 guide - Q2 - Q1. Or -$135+$34+$40.9+$47.1 = -$13M And then next year Q4 will be positive. And more and more positive each year afterwards"  
[X Link](https://x.com/anyuser/status/1983382166102044986)  2025-10-29T03:55Z 11K followers, 21.9K engagements


"$LMND Car ad in TX. Shout out to the Patreon member who shared this on discord"  
[X Link](https://x.com/anyuser/status/1984476725313749135)  2025-11-01T04:24Z 11K followers, 15.9K engagements


"Remember when $LMND was $16 and bears said the low stock price proved the company had nothing unique or a promising future Yeah I remember that. Now that were at $60+ by the same logic you should say Lemonade has a promising future that the market sees odd that I dont see bears making that claim. 🤔"  
[X Link](https://x.com/anyuser/status/1985400990225621148)  2025-11-03T17:37Z 11K followers, 10.7K engagements


"$LMND Q3 Shareholder Letter is up I will be posting highlights and thoughts in this thread as well as doing a video. The first numbers though look excellent and very much in line with my preview. 👇"  
[X Link](https://x.com/PaperBagInvest/status/1986026213459284445)  2025-11-05T11:02Z 11K followers, 39.9K engagements


"Pre-market reaction. Alright alright alright"  
[X Link](https://x.com/anyuser/status/1986032103839105191)  2025-11-05T11:25Z 11K followers, [----] engagements


"I posted this a while ago but it's now coming true and is still applicable. $LMND"  
[X Link](https://x.com/anyuser/status/1986068541662265450)  2025-11-05T13:50Z 11K followers, [----] engagements


"I would rather know everything there is to know about a select few investment rather than knowing a small amount about many investments. Most analysts are tracking and following many things. By doing true deep dives on the companies with the most potential you can truly build conviction and concentrate. That's why I can say: IT'S IN THE BAG. $LMND"  
[X Link](https://x.com/anyuser/status/1986072136046530940)  2025-11-05T14:04Z 11K followers, 16.1K engagements


"49 members added today. At [----] now"  
[X Link](https://x.com/anyuser/status/1986312691099836846)  2025-11-06T06:00Z 11K followers, [----] engagements


"Lots of people have been thanking me for my research. It means a lot; it really does. And I will continue to do more as we are still in the early innings of the $LMND story. But also - thank YOU I was reflecting about this last week and really me doing and starting a YouTube channel and X account caused me to dive much deeper and concentrate much further than I ever would have otherwise. This community we've built and are building is really a flywheel of many brilliant minds all pushing each other to research deeper and share analysis. It's incredible. This is only the beginning"  
[X Link](https://x.com/PaperBagInvest/status/1986313494107725884)  2025-11-06T06:03Z 11K followers, 19.6K engagements


"Just was playing with my $LMND model and am getting a present value of $180+ One could argue its even higher (say as high as $250 to $300). My model is available in my Patreon if anyone wants to play with the variables themselves. 🍋I've spent a good chunk of the past two days thinking through and updating all the assumptions in my $LMND model. TLDR we are now calculating a PV for the stock of $192. 🍋 I was a bit skeptical of this figure when I first saw it as I thought I must be being too bullish. But https://t.co/SUh2TDpMYS 🍋I've spent a good chunk of the past two days thinking through"  
[X Link](https://x.com/anyuser/status/1986895865198616875)  2025-11-07T20:37Z 11K followers, 13.9K engagements


"New Video: Get ready to Buckle Up for $LMND Q4 and [----] (YouTube link below)"  
[X Link](https://x.com/PaperBagInvest/status/1991142421510627363)  2025-11-19T13:52Z 11K followers, 12.9K engagements


"@tune_ventures @Lemonade_Inc Thanks. It's great to see people like yourself that truly get it. What it means to research deep and think long term. Are there any other stocks/communities you are monitoring and excited about that are in their infancy - similar to the $LMND story"  
[X Link](https://x.com/PaperBagInvest/status/2011997514283827503)  2026-01-16T03:02Z 11K followers, [----] engagements


"Guys. [--] ish days until $LMND Q4 results and [----] guide. 👀 50ish days until $LMND Q4 results and [----] guide 🍋🍋🍋 50ish days until $LMND Q4 results and [----] guide 🍋🍋🍋"  
[X Link](https://x.com/PaperBagInvest/status/2012021452971946321)  2026-01-16T04:37Z 11K followers, 17.9K engagements


"Nice video showing the $LMND UI for Car sign up. I especially liked how easy it is to see all of the different coverage options and how they affect pricing. $LMND Video of someone purchasing car insurance last week🍋 -Lower rates than his other carrier -Fast checkout process Full video https://t.co/SecNFuRNW6 $LMND Video of someone purchasing car insurance last week🍋 -Lower rates than his other carrier -Fast checkout process Full video https://t.co/SecNFuRNW6"  
[X Link](https://x.com/PaperBagInvest/status/2013476581822603608)  2026-01-20T05:00Z 11K followers, [----] engagements


"@daschreiber @Tesla @Lemonade_Inc Nice Matrix inspired picture. And well done The future is bright"  
[X Link](https://x.com/PaperBagInvest/status/2013998790600954121)  2026-01-21T15:35Z 11K followers, [----] engagements


"@shai_wininger @chamath @theallinpod @chamath get @shai_wininger or @daschreiber on the pod @Jason @DavidSacks @friedberg"  
[X Link](https://x.com/PaperBagInvest/status/2014118955443458178)  2026-01-21T23:32Z 11K followers, [----] engagements


"New Video: $LMND x $TSLA are working together Why this is a monumental announcement and how it affects $LMND stock"  
[X Link](https://x.com/PaperBagInvest/status/2014221122724860089)  2026-01-22T06:18Z 11K followers, [----] engagements


"Hello $90 👋"  
[X Link](https://x.com/PaperBagInvest/status/2014345968205095116)  2026-01-22T14:34Z 11K followers, [----] engagements


"@b___ez @Lemonade_Inc Incredible Espeically that they took your feedback and fixed the bug in just a few hours"  
[X Link](https://x.com/PaperBagInvest/status/2014414556786037042)  2026-01-22T19:07Z 11K followers, [---] engagements


"What people don't understand is we are *still* SOOO early. Mark my words one day $LMND will one day go to $1000/share and beyond. Depending on dilution that's only like a $80B market cap. Meanwhile $PGR has a $120B market cap right now Generally when a disrupter comes with a superior everything they create new markets and become much larger than anything before. Based on this logic alone @Lemonade_Inc will grow much larger than @progressive is now. https://twitter.com/i/web/status/2014542151057838556 https://twitter.com/i/web/status/2014542151057838556"  
[X Link](https://x.com/PaperBagInvest/status/2014542151057838556)  2026-01-23T03:34Z 11K followers, 17.2K engagements


"1 year ago @PaperBagInvest Never would I have thought [--] years ago that someone with a bag over his head talking about insurance and showing Google Sheets graphs would keep me glued to my screen. Thank you PB 🫡 @PaperBagInvest Never would I have thought [--] years ago that someone with a bag over his head talking about insurance and showing Google Sheets graphs would keep me glued to my screen. Thank you PB 🫡"  
[X Link](https://x.com/PaperBagInvest/status/2014871522926621053)  2026-01-24T01:23Z 11K followers, [----] engagements


"This is one of the most misunderstood parts of the $LMND story. They spend money on growth spend *now* which is immediately expensed but they receive back premiums and gross profits from those customers for *many years*. Investments in customers are expensed now. Profits from said customers shows up later. It's that simple. Their Lifetime value to customer acquisition cost is over [--] and will rise higher as Car is adopted further and cross sold. https://twitter.com/i/web/status/2014897876422504486 https://twitter.com/i/web/status/2014897876422504486"  
[X Link](https://x.com/PaperBagInvest/status/2014897876422504486)  2026-01-24T03:07Z 11K followers, [----] engagements


"This is one of the most misunderstood parts of the $LMND story. They spend money on growth spend *now* which is immediately expensed but they receive back premiums and gross profits from those customers for *many years*. Investments in customers are expensed now. Profits from said customers shows up later. It's that simple. Their LTV/CAC (lifetime value to customer acquisition cost) is over [--] and will rise higher as Car is adopted further and cross sold. Does $LMND biz model work Spending $0.86 in marketing for every $1 of rev acquiredwould make sense if co was selling software. But theyre"  
[X Link](https://x.com/PaperBagInvest/status/2014898425612128343)  2026-01-24T03:09Z 11K followers, 14.9K engagements


"Interesting graph. As FSD improves and collision risk drops $LMND will make their FSD rates increasingly competitive while maintaining margins. This is bad news for legacy car insurers but great news for Lemonade who is perfectly suited to efficiently serve these lower-premium customers. https://twitter.com/i/web/status/2015780941411586481 https://twitter.com/i/web/status/2015780941411586481"  
[X Link](https://x.com/PaperBagInvest/status/2015780941411586481)  2026-01-26T13:36Z 11K followers, 14.5K engagements


"@TheSonOfWalkley Heres the start of the $LMND thesis The LMND Bull Thesis in [--] Minutes https://youtu.be/7FfxYUvh81Q https://youtu.be/7FfxYUvh81Q"  
[X Link](https://x.com/PaperBagInvest/status/2015868366800523516)  2026-01-26T19:24Z 11K followers, [----] engagements


"@niccruzpatane Watch this for an intro to the $LMND thesis The LMND Bull Thesis in [--] Minutes https://youtu.be/7FfxYUvh81Q https://youtu.be/7FfxYUvh81Q"  
[X Link](https://x.com/PaperBagInvest/status/2016009923839320081)  2026-01-27T04:46Z 11K followers, [----] engagements


"@TheBrilliantBu1 Thats awesome. Keep saving investing and building deep conviction and it will grow beyond what you thought was possible"  
[X Link](https://x.com/PaperBagInvest/status/2016011316381811076)  2026-01-27T04:52Z 11K followers, [----] engagements


"Some thoughts on the winter storm Uri and how it'll affect $LMND. I'll be including this in my upcoming earnings preview. https://www.patreon.com/posts/texas-freeze-2-0-149301428utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/texas-freeze-2-0-149301428utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link"  
[X Link](https://x.com/PaperBagInvest/status/2016368414387011676)  2026-01-28T04:31Z 11K followers, [----] engagements


"I'm thinking the winter storm Uri will have some affect on the loss ratio in Q1. Maybe 7% worse We'll know more in the coming days as the loss estimates come in more accurately. I posted more details in my Patreon but will also cover this more in upcoming preview videos"  
[X Link](https://x.com/PaperBagInvest/status/2016373295508292093)  2026-01-28T04:50Z 11K followers, [----] engagements


"@wall_st_regard @shai_wininger @daschreiber @Neil_X10 More from Shai here https://x.com/shai_wininger/status/2017277195111067703s=46&t=74UEs9BtFkckYu2FdVtCJA @PaperBozz Hey did you get a bindable (final) quote from Allstate or just an estimate Can you hit "pay" online or do you need to speak with their reps to buy Btw our homeowners onboarding can feel pretty manual in addresses that lack data or when we intentionally want to interview https://x.com/shai_wininger/status/2017277195111067703s=46&t=74UEs9BtFkckYu2FdVtCJA @PaperBozz Hey did you get a bindable (final) quote from Allstate or just"  
[X Link](https://x.com/PaperBagInvest/status/2017277862500331541)  2026-01-30T16:44Z 11K followers, [----] engagements


"SEVENTEEN DAYS Until Q4 result and [----] Guide 🍋"  
[X Link](https://x.com/PaperBagInvest/status/2018523657895596540)  2026-02-03T03:15Z 11K followers, [----] engagements


"Tesla Q2 [----] vs Rivian Q4 [----] (soon after IPO) Auto Rev: $39M vs $54M Auto Gross Margin: 22% vs -709% OpEx: $77M vs $2071M Net Loss: $59M vs $2461M $TSLA vs $RIVN"  
[X Link](https://x.com/PaperBagInvest/status/1502153671320092673)  2022-03-11T05:25Z 11K followers, [----] engagements


"If $TSLA does $20 in EPS in the next [--] months at $894/share were at a forward PE of 45"  
[X Link](https://x.com/PaperBagInvest/status/1518986744280109057)  2022-04-26T16:13Z 11K followers, [---] engagements


"I had the pleasure of interviewing @Lemonade_Inc's CEO and co-founder @daschreiber. We discussed investors' most pressing questions and the future of $LMND 🍋. It's a packed 1hr 9min. Thanks again Daniel https://youtu.be/_le8vp4AV1o https://youtu.be/_le8vp4AV1o"  
[X Link](https://x.com/PaperBagInvest/status/1776233628587987304)  2024-04-05T13:01Z 11K followers, 37.3K engagements


"Remember when $LMND 🍋 was trading at $16 after 5xing its IFP since their IPO and being on a clear path to profitability Yeah I remember that. I bought more today ✅"  
[X Link](https://x.com/anyuser/status/1798040630394024168)  2024-06-04T17:14Z 11K followers, 25.8K engagements


"$LMND up big 📈 My own valuation says it should be worth $80+ right now. I believe the market will catch on to this over time"  
[X Link](https://x.com/PaperBagInvest/status/1851990960793702456)  2024-10-31T14:13Z 11K followers, 15.5K engagements


"@heydave7 @elonmusk Elon has lots of stress and work. Elon likes to make jokes to relieve stress and work. Elon likes dogecoin cause its ridiculous and funny. Elon jokes about dogecoin"  
[X Link](https://x.com/PaperBagInvest/status/1357918733306531841)  2021-02-06T05:07Z 11K followers, [---] engagements


"Elon actually seems seriously serious about making $DOGE a global currency. SpaceX launching satellite Doge-1 to the moon next year Mission paid for in Doge 1st crypto in space 1st meme in space To the mooooonnn https://t.co/xXfjGZVeUW SpaceX launching satellite Doge-1 to the moon next year Mission paid for in Doge 1st crypto in space 1st meme in space To the mooooonnn https://t.co/xXfjGZVeUW"  
[X Link](https://x.com/PaperBagInvest/status/1391579172074491904)  2021-05-10T02:21Z 11K followers, [---] engagements


"Why do people view the Cybertruck as impractical Do they not understand the engineering behind it I see it as a 1st principles designed utilitarian vehicle. No rust dents or scratches. Frame on outside = roomier inside. Raise/lower suspension. High manufacturability"  
[X Link](https://x.com/PaperBagInvest/status/1395566400048177156)  2021-05-21T02:25Z 11K followers, [---] engagements


"Just did some browsing of the $TSLAQ side of Twitter and the only remaining bear argument seems to be: "It's all a fraud." It's literally step [--] of the [--] stages of grief. $TSLA"  
[X Link](https://x.com/PaperBagInvest/status/1420225171294674944)  2021-07-28T03:30Z 11K followers, [---] engagements


"The Tesla bot is going to e [--] in height . or. [---]. @elonmusk I see what you did there"  
[X Link](https://x.com/PaperBagInvest/status/1429293346082619396)  2021-08-22T04:04Z 11K followers, [----] engagements


"I love looking up articles showcasing public opinion of the past. Here is an iPhone opinion piece from [----]. Sound at all similar to FUD we've heard for years (and continue to hear today) about $TSLA (cult like fans legacy competition will easily destroy them)"  
[X Link](https://x.com/PaperBagInvest/status/1432025181866844162)  2021-08-29T16:59Z 11K followers, [---] engagements


"Say Tesla does $3/share earnings in Q4. Annualized = $12/share. Current price is $1062. $1062/$12 = Annualized PE of [--]. The conclusion $TSLA is a bargain. 📈"  
[X Link](https://x.com/PaperBagInvest/status/1477765398049132547)  2022-01-02T22:15Z 11K followers, [---] engagements


"After digesting the Tesla deliveries beat and considering where they are headed this year I think its pretty probable $TSLA gains [--] to 100% over the next [--] months. Not financial advice"  
[X Link](https://x.com/PaperBagInvest/status/1478596150030585861)  2022-01-05T05:16Z 11K followers, [---] engagements


"Just your friendly reminder that if Tesla does earnings per share of $18 for [----] at $889/share they have a forward PE of [--]. $TSLA"  
[X Link](https://x.com/PaperBagInvest/status/1485637787013595136)  2022-01-24T15:37Z 11K followers, [---] engagements


"I liked $TSLA at $1200 I liked it more at $1000 I like it even more at $880"  
[X Link](https://x.com/PaperBagInvest/status/1485652527659974657)  2022-01-24T16:35Z 11K followers, [---] engagements


"So I discovered yesterday that new Model Y's on the used market in Canada sell for at least $10k over Tesla's price. #demandproblems $TSLA"  
[X Link](https://x.com/PaperBagInvest/status/1491043414229790723)  2022-02-08T13:37Z 11K followers, [---] engagements


"If Tesla earns $15/share for [----] (which imo is very likely) they have a forward PE of [--]. $TSLA"  
[X Link](https://x.com/PaperBagInvest/status/1496536150697250819)  2022-02-23T17:23Z 11K followers, [---] engagements


"I think it's very probable that by February [--] [----] $TSLA will be over $1500 per share. Which is a 66% upside over the next [--] months. Super bullish on $TSLA right now"  
[X Link](https://x.com/PaperBagInvest/status/1505281243369324550)  2022-03-19T20:33Z 11K followers, [---] engagements


"So Tesla Q1 earnings are up over 750% YoY but the PE ratio is at [--]. Okay okay okay. Thank you for the sale. $TSLA"  
[X Link](https://x.com/PaperBagInvest/status/1524499273705943041)  2022-05-11T21:18Z 11K followers, [---] engagements


"About to take delivery of a Tesla Model Y 🔥. One more for Q3. $TSLA"  
[X Link](https://x.com/PaperBagInvest/status/1575206945849741312)  2022-09-28T19:32Z 11K followers, [---] engagements


"Some personal news: my wife gave birth to our second child this weekend. Mom and baby are doing great. Life is a precious gift"  
[X Link](https://x.com/PaperBagInvest/status/1577132337703555073)  2022-10-04T03:03Z 11K followers, [---] engagements


"If $TSLA does $6 EPS in [----] theyre at a forward PE of [--]. Let that sink in"  
[X Link](https://x.com/PaperBagInvest/status/1607766191287992320)  2022-12-27T15:51Z 11K followers, 112.8K engagements


"$TSLA Megapack BIG PICTURE math: Tesla's goal is to deploy [----] GWh of storage/yr in [----] out of a 10k GWh market at that time That's 375x what they did in [----] (4 GWh) That's = to [--] fully operational Lathrop plants. [--] more plants in [--] yrs = [---] new plants/yr 🤯 @Zerosumgame33"  
[X Link](https://x.com/PaperBagInvest/status/1611946812562178048)  2023-01-08T04:44Z 11K followers, 72.4K engagements


"I think Teslas next generation vehicle will be called the Model A Model S Model [--] Model X Model Y Cybertruck Model A Roadster Semi"  
[X Link](https://x.com/PaperBagInvest/status/1631780656475959296)  2023-03-03T22:16Z 11K followers, 15.2K engagements


"$LMND up 47% today. 🍋🔥"  
[X Link](https://x.com/PaperBagInvest/status/1720172652554260790)  2023-11-02T20:14Z 11K followers, 19.6K engagements


"What many dont realize is the value of $TSLA FSD rises exponentially as it gets closer to L4 and L5 capabilities. Sure a driver assist feature isnt that valuable to the market but a vehicle that can safely drive itself with no one inside or monitoring The value to FSD-capability graph of that vertically spikes. Its insane. The math is bananas. I believe Tesla is getting closer and closer to that vertical spike. IMO only $TSLA enthusiasts (10-15% of TSLA buyers) will pay $12K or $199/month for an excellent drivers assist tool. The premise by many TSLA enthusiasts who have been arguing with me"  
[X Link](https://x.com/PaperBagInvest/status/1769438433892565328)  2024-03-17T18:59Z 11K followers, 22.9K engagements


"Based on what I'm seeing I will be getting a 10x to 20x on my $TSLA shares from current prices. 📈 Based on what Ive just seen I will be losing $200 a month. 😭 Based on what Ive just seen I will be losing $200 a month. 😭"  
[X Link](https://x.com/PaperBagInvest/status/1774285136273473991)  2024-03-31T03:58Z 11K followers, 13.6K engagements


"We've passed [----] members"  
[X Link](https://x.com/PaperBagInvest/status/1938369709218664857)  2025-06-26T22:52Z 11K followers, [----] engagements


"Im telling yall the next two years are going to be wild 👀"  
[X Link](https://x.com/PaperBagInvest/status/1952741640507920589)  2025-08-05T14:41Z 11K followers, 20.9K engagements


"I believe well have a day where some will say Now that $LMND is $500 I wish I had bought more at $180. 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+ 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](https://x.com/PaperBagInvest/status/1952777199138029653)  2025-08-05T17:02Z 11K followers, [----] engagements


"Its in the bag"  
[X Link](https://x.com/PaperBagInvest/status/1953180881780392194)  2025-08-06T19:46Z 11K followers, [----] engagements


"@Jason $LMND Here you go: The LMND Bull Thesis in [--] Minutes https://youtu.be/7FfxYUvh81Q https://youtu.be/7FfxYUvh81Q"  
[X Link](https://x.com/PaperBagInvest/status/1957575139652223440)  2025-08-18T22:47Z 11K followers, 19K engagements


"Lemonade Home Insurance now live in the Netherlands $LMND Lemonade Woonverzekering nu live in Nederland Lemonade Woonverzekering nu live in Nederland"  
[X Link](https://x.com/PaperBagInvest/status/1965457698419605675)  2025-09-09T16:50Z 11K followers, 11.8K engagements


"7% -- 3.5% 🤯 This shaves 3.5% off of the loss ratio forever. This doubling will happen in the next [--] to [--] years. Btw were aiming to cut LAE in half again as the business doubles Btw were aiming to cut LAE in half again as the business doubles"  
[X Link](https://x.com/PaperBagInvest/status/1986069650464223679)  2025-11-05T13:54Z 11K followers, [----] engagements


"@alc2022 $LMND 🍋"  
[X Link](https://x.com/PaperBagInvest/status/1986072903864254645)  2025-11-05T14:07Z 11K followers, [----] engagements


"From one year ago. So far this is roughly on track. I did some technical analysis for yall $LMND https://t.co/MwRVaspzTn I did some technical analysis for yall $LMND https://t.co/MwRVaspzTn"  
[X Link](https://x.com/PaperBagInvest/status/1987273925986746841)  2025-11-08T21:40Z 11K followers, [----] engagements

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