[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @jakebrowatzke Jake Browatzke 🚀 Jake Browatzke 🚀 posts on X about $lmnd, $lmnds, insurance, $tsla the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::244848653/interactions)  - X Week XXXXXXX -XXXX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +1,514% - X Year XXXXXXXXX +253% ### Mentions: XX [#](/creator/twitter::244848653/posts_active)  - X Week XX -XX% - X Month XXX +49% - X Months XXX +1,676% - X Year XXX +738% ### Followers: XXXXXX [#](/creator/twitter::244848653/followers)  - X Week XXXXXX +0.27% - X Month XXXXXX +3% - X Months XXXXXX +9.90% - X Year XXXXXX +13% ### CreatorRank: XXXXXXX [#](/creator/twitter::244848653/influencer_rank)  ### Social Influence [#](/creator/twitter::244848653/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XX% [automotive brands](/list/automotive-brands) XXXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$lmnd](/topic/$lmnd) #43, [$lmnds](/topic/$lmnds) #1, [insurance](/topic/insurance) #155, [$tsla](/topic/$tsla) #492, [stocks](/topic/stocks) 4.17%, [money](/topic/money) 3.33%, [$oscr](/topic/$oscr) #140, [$hims](/topic/$hims) #142, [automation](/topic/automation) #220, [100x](/topic/100x) XXX% **Top accounts mentioned or mentioned by** [@amitisinvesting](/creator/undefined) [@krishnay152841](/creator/undefined) [@endicottinvests](/creator/undefined) [@coincrafty](/creator/undefined) [@mirandusgame](/creator/undefined) [@lemonadeinc](/creator/undefined) [@danielisdizzy](/creator/undefined) [@yeahnowellmaybe](/creator/undefined) [@bryanjohnson](/creator/undefined) [@elonmusk](/creator/undefined) [@olensrud](/creator/undefined) [@leepyface](/creator/undefined) [@ccvbrostroem](/creator/undefined) [@paperbaginvest](/creator/undefined) [@pitquidity](/creator/undefined) [@sambha1987](/creator/undefined) [@operationatm](/creator/undefined) [@rafamarfer](/creator/undefined) [@cedarreseach](/creator/undefined) [@piuroy738](/creator/undefined) **Top assets mentioned** [Lemonade, Inc. (LMND)](/topic/$lmnd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Netflix Inc (NFLX)](/topic/$nflx) [The Root Network (ROOT)](/topic/$root) [Enphase Energy Inc (ENPH)](/topic/$enph) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [4 (FOUR)](/topic/$four) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Monero (XMR)](/topic/$xmr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Palantir (PLTR)](/topic/$pltr) ### Top Social Posts [#](/creator/twitter::244848653/posts) --- Top posts by engagements in the last XX hours "Hot take: $LMND will be the first trillion dollar company with less than 2000 employees"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944508944044437871) 2025-07-13 21:27:14 UTC 30.9K followers, 9241 engagements "When a stock with XX% short interest breaks out it can be quite the spectacle. $LMND"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947567827604402437) 2025-07-22 08:02:08 UTC 30.9K followers, 1857 engagements "@bryan_johnson Does THC help with brain elasticity and fighting Alzheimer's As humans age and our brains naturally become less elastic which harms our ability to learn new things even without Alzheimers"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947018165105422380) 2025-07-20 19:37:59 UTC 30.9K followers, XXX engagements "As a long term investor nothing was really said to change my opinion on $TSLA. Robotaxis are moving along nicely and no matter the timeline they are the future of transportation. Short term maybe we get some bumpiness in stock price but dips will be adding opportunities"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948180444467314958) 2025-07-24 00:36:28 UTC 30.9K followers, XXX engagements "i drew $lmnd lines. now i can predict the short-term future 🤯 As a long-term investor i really don't care to though sorry guys"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945904910651769263) 2025-07-17 17:54:18 UTC 30.9K followers, 4706 engagements "@bryan_johnson How would I go about investing $100000 in Blueprint Or would an investment that small be interesting"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947913596899303782) 2025-07-23 06:56:06 UTC 30.9K followers, XXX engagements "AI chips are a big enough TAM that if $TSLA's AI5 chip is going to be as good at inference as @elonmusk said @Tesla should plan on mass manufacturing and selling it to other companies. Agree 🤔"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948181672509264056) 2025-07-24 00:41:20 UTC 30.9K followers, 1372 engagements "I talk about $LMND's AI ontology and automation a lot and for good reason. But @Lemonade_Inc's in-house marketing team may be the most underrated moat in their business. As someone who has spent hundreds of thousands of dollars per month on Meta ads for my own business and who grew a YouTube channel to 800k+ subscribers making ad compilations (Jake's Top XX feel free to look it up) I find marketing fun. And I have some weight when I say that Lemonade's social media marketing is impressive. Organic stuff like what I'm sharing kills on Instagram and Facebook with my younger generation (under"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944615381764604390) 2025-07-14 04:30:10 UTC 30.9K followers, 7235 engagements "It's "squeeze season" on X. Imagine what happens to the XX% of $LMND's float sold short if the mob turns the Eye of Sauron our way. I'm sure those shorting Lemonade are good folks with families 😟"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948202923785154970) 2025-07-24 02:05:47 UTC 30.9K followers, 1679 engagements "It's better to pay a good price for a good business than a bargain price for a bad business. Only on rare occasions are you offered the opportunity to buy a great businesses for a bargain price $LMND"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947183284724617319) 2025-07-21 06:34:06 UTC 30.9K followers, 3307 engagements "The most valuable trait of an investor is patience"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947900531822731754) 2025-07-23 06:04:11 UTC 30.9K followers, 2151 engagements "@ccvbrostroem @PaperBagInvest has several videos on this. The reserve requirement will not stop $LMND from achieving their growth growth rate targets"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947739637100785808) 2025-07-22 19:24:51 UTC 30.9K followers, XXX engagements "I predict a day in the future where $LMND's morning runs on good news (i.e. reinsurance reduction expanding to a new state earnings etc.) won't instantly be sold off by traders and shorts 🔮 Longer they do though the better for long-term investors gifted more load up time 🚀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945897839118151966) 2025-07-17 17:26:12 UTC 30.9K followers, 2204 engagements "Alright new investorslet's talk $LMND. Lemonade isn't just insurance; it's a tech beast eating the industry's lunch with AI. It's the $NFLX of insurance. Able to add customers without employees. A 10x gem hiding in plain sight. Here's a thread on the basics: 1/12 🍋🧵"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948234487550115892) 2025-07-24 04:11:12 UTC 30.9K followers, 5472 engagements "$LMND is a 100x opportunity. Ignore it if you want. I'm just trying to help"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947627703231991954) 2025-07-22 12:00:04 UTC 30.9K followers, 6893 engagements "This is how the market currently sees $LMND. Solely a retail momentum stock. There will be an explosive awakening when reality hits that Lemonade is an undervalued high growth high-quality money printing autonomous organization"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947788747577430139) 2025-07-22 22:40:00 UTC 30.9K followers, 2961 engagements "Two weeks until $LMND earnings. Fundamental investors know the shift is happening before our eyes"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947161984744493241) 2025-07-21 05:09:28 UTC 30.9K followers, 3282 engagements "What did everyone think of the $TSLA earnings call First let us know if you're an investor or a trader then be brutally honest how the call effected your views"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948179943017316812) 2025-07-24 00:34:28 UTC 30.9K followers, 1155 engagements "$LMND is an AI rocket ship with a ticking fuse to take-off. When does the countdown hit zero Who cares I couldn't be more excited or sleep any easier being all in $LMND with my multimillion dollar portfolio"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1944600371613086027) 2025-07-14 03:30:32 UTC 30.9K followers, 2620 engagements "$LMND bears are fired up. They're also dead wrong. In this post I will respond to X of the most oft cited bear arguments: If I missed any you find compelling drop them below and I'll respond in this thread. X. Bear argument: Expenses Growing Faster Than Revenue with operating and administrative costs increasing at a higher rate than premiums. My thoughts: This is only true INCLUDING growth spend. When Lemonade spends on growth they currently expect to earn 3x the customer acquisition cost in future profit according to their Life Time Value Model however they see almost none of this return in"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945610696810795413) 2025-07-16 22:25:12 UTC 30.9K followers, 9082 engagements ""Its dangerous to buy companies that everyone thinks are excellent and that are relatively slow-growth companies." - Peter Lynch What's the opposite of this A relatively high-growth company few think is excellent. Which stocks fit this I'll start 👇"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946364475738620210) 2025-07-19 00:20:27 UTC 30.9K followers, 8521 engagements "The secret to outperforming the market is finding broken stocks connected to thriving companies. This often requires betting against the crowd and public sentiment. It always requires understanding a companies true fundamental value. $LMND"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947126684429214104) 2025-07-21 02:49:12 UTC 30.9K followers, 2533 engagements "After $LMND explodes everyone will start wanting to know what I have to say. But I may not find another opportunity like Lemonade for 5-10 years. Opportunities on this scale only come once or twice in the generation"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947578668165042493) 2025-07-22 08:45:13 UTC 30.9K followers, 5830 engagements "This interview between $LMND's CEO @daschreiber and legendary $TSLA investor @heydave7 covers extremely valuable topics: 1:15 - Does Lemonade have a far superior product 2:00 - Lemonades advantage vs incumbents 7:35 - Lemonades software advantage over legacy insurance 8:05 - Other insurance startups 9:55 - Insurance not winner takes all 11:35 - Lemonades backend software advantage 14:20 - Blender software 15:40 - The app is the tip of the iceberg 17:10 - How Lemonade creates efficiency through tech 18:10 - How many engineers in Lemonade 18:40 - Lemonade at the intersection of science and"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948223967002533923) 2025-07-24 03:29:24 UTC 30.9K followers, 3022 engagements "$OSCR $LMND $ROOT All look JUICY today Especially nice pullback as I'll be buying $48k more $LMND on Monday ❤🚀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1943744173284151363) 2025-07-11 18:48:18 UTC 30.9K followers, 2875 engagements "Who sent this to me I would never do this $LMND 😂"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947554854114603301) 2025-07-22 07:10:35 UTC 30.9K followers, 3768 engagements "7/12 AI edge: Automation halved expenses while IFP doubled. AI agents handle XX% of service telematics predicts risks 100x better than proxies. Buffett: Profitable underwriting + float = magic. Lemonade's doing it with tech not agents. No legacy black holes like Geico's XXX systems"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948234502322479403) 2025-07-24 04:11:16 UTC 30.9K followers, XXX engagements "If my portfolio was made up of XX stocks this is what they'd be today. X. $LMND X. $HIMS X. $AMD X. $OSCR X. $TSLA X. $IREN X. $FOUR X. $META X. $ODD XX. $ENPH (contrarian) This portfolio will greatly outperform the broader market IMO. However I am currently all in my best idea - $LMND which I believe will greatly outperform this portfolio"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1939044856598307127) 2025-06-28 19:34:54 UTC 30.9K followers, 22.3K engagements "$LMND grew revenue XXX% since 2020 ($94M to $526M in 2024) yet trades XX% below its peak. Why Market overlooks its AI-driven moat and path to $10B in-force premium by 2032. Cash flow positive in 2024 with a 20x in free cash flow expected over the next doubling of premiums 🚀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947548558019698988) 2025-07-22 06:45:34 UTC 30.9K followers, 2372 engagements "If you been investing for less than X years the best investment you can make is listening to / reading One Up on Wallstreet by Peter Lynch"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947203666647126273) 2025-07-21 07:55:06 UTC 30.9K followers, 1503 engagements "Very curious to see how the market reacts to $LMND's coming revenue growth acceleration combined with achieving EBITDA profitablility 😊🚀"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947748690677948837) 2025-07-22 20:00:49 UTC 30.9K followers, 2830 engagements "There is currently $733M of guaranteed future buying power for $LMND"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1940202801617059982) 2025-07-02 00:16:09 UTC 30.9K followers, 4947 engagements "$LMND is worth $XXX today at a XX% discount rate based on our base case model to 2035. A $3B company with $1B in cash and $1B in annual premiums that will likely be printing $2B a year in profit in about a decade"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947551405616545882) 2025-07-22 06:56:53 UTC 30.9K followers, 1791 engagements "For comparison Progressive has 36.65M customers. Doing the same calculation ($500 CAC) values the cost of acquiring all of Progressive's customers at $18.3B. Their cash and short term investments are worth $11.27B. Progressive stock costs $111B after substracting these values"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945215021300031880) 2025-07-15 20:12:56 UTC 30.9K followers, 1391 engagements "I focus on investing in companies (currently all-in $LMND in my stock portfolio). However I do have a few digital asset wallets as well. XX% of my digital assets are $ETH. XX% are $XMR Monero. Most people understand the $ETH thesis (stable coin usage growing Robinhood building private company stock trading on $ETH etc.). But very few understand Monero. Here is my concise Monero thesis:"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947041540972671375) 2025-07-20 21:10:52 UTC 30.9K followers, 4086 engagements "Quickly someone come up with a good $LMND campaign for Sydney to star in 😂"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948513368169742806) 2025-07-24 22:39:23 UTC 30.9K followers, 5508 engagements "4/12 The story from 2024 Investor Day: From $1B in-force premium (IFP) today to $10B by 2032 at XX% CAGR. Q1 2025 IFP hit $1.008B (up XX% YoY). Revenue +27% customers 2.5M (up 21%). Market ignores this; stock's down XX% from peaks. Inefficiency = opportunity"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948234495318008266) 2025-07-24 04:11:14 UTC 30.9K followers, XXX engagements "@danielisdizzy Yes it can often take that long. The rewards compound for the patient"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947413629835370715) 2025-07-21 21:49:25 UTC 30.9K followers, XXX engagements "@EndicottInvests Every company has risks. You can read about Lemonade's disclosed risks here on page XX Item 7A. Quantitative and Qualitative Disclosures About Market Risk: I personally don't believe any are existential for Lemonade"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947811257224204559) 2025-07-23 00:09:26 UTC 30.9K followers, XXX engagements "Would hate if the trending "squeeze season" mob ever turned on $LMND. Imagine what would happen to the poor XX% of the float currently sold short. I'm sure those are good folks who have families"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948201679847096653) 2025-07-24 02:00:50 UTC 30.9K followers, XXX engagements "@EndicottInvests I see. To be clear $HIMS is my second favorite stock in the market today and I expect it to return over 50X in the next XX years"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947819989383217346) 2025-07-23 00:44:08 UTC 30.9K followers, XXX engagements "$LMND is the $NFLX of insurance. A fully automated platform that can add customers without adding employees. $HIMS may be on the way to this level of automation as well longer term (if we get AI Doctors legally able to prescribe medication) but $LMND is already there. The entire insurance process from underwriting (LTV12 model) to sales (AI bot Mia) to customer service (AI bot Mia) to fraud detection (AI Bot Jim) to claims filing and payout (AI bot Jim) to HR (AI Bot Cooper) is automatable without a human in the loop. Lemonade already automates every part within its ontology and is working"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947934419190181890) 2025-07-23 08:18:51 UTC 30.9K followers, 5046 engagements "Hard truth: If you don't have the patience to hold a stock for even a full 24-month period while it's trading at less than 1/4th fair value and is transitioning into a cashflow printing machine you are not an investor"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947389228587094430) 2025-07-21 20:12:27 UTC 30.9K followers, 2946 engagements "$TSLA's Q2 call shows long term story remains strong but short term headwinds should be expected. Nothing in the call to make long term investors waver. I will be making no changes to my parents $TSLA position. But personally as someone all in $LMND the call gave me no reason to change my perspective that Lemonade will outperform Tesla over the next XX years from its much smaller base. That said $TSLA could easily 5x within X years and if we saw a 4x-5x in $LMND by year end to my fair value target of $XXX combined with some Tesla weakness I would adjust forward looking ROIC expectations and"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948179492301582477) 2025-07-24 00:32:41 UTC 30.9K followers, 1546 engagements "9/12 Why hold forever Per Lynch fast growers become stalwarts if they adapt. Lemonade's AI flywheel gets stronger with scalemore data better models lower costs. Buffett: Buy wonderful businesses at fair prices. This is wonderful and fair Hell yes"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948234507707896320) 2025-07-24 04:11:17 UTC 30.9K followers, XXX engagements "Traditional insurance companies hire people to work at great hourly cost Lemonade builds AI agents that work faster more accurately and at almost no cost $LMND's advantage compounds as billions of data points continually train their agents within an ontology that is becoming an insurance Superintelegence"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946873067822796915) 2025-07-20 10:01:25 UTC 30.9K followers, 2658 engagements "$LMND offers the highest 10-year cash flow return relative to its price among all stocks in our model including: X. $HIMS (great value with risks) X. $PLTR (strong but overpriced) X. $TSLA (costly but TAM expansion supports good long term returns despite premium) X. $OSCR (multiple expansion potential but lower long-term free cash flow margin underperforming $LMNDs return over XX years) X. $IREN (potentially higher short term cash flow return if $BTC growth or their AI pivot succeeds but less certain with lower long-term margin potential as a hardware based business trailing Lemonade's return"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947804963305848848) 2025-07-22 23:44:26 UTC 30.9K followers, 5737 engagements "Why am I all-in $LMND In simplest terms I would rather go big on my strongest conviction and be wrong than live in fear. In our age there really is no downside to most failures. In fact it was only by overcoming the fear of public speaking that I started a YouTube channel at XX and made my first $20k from a viral video. after X straight years of failure and XXX videos almost no one watched. It was only through a lack of fear about losing all my savings (and strong conviction in my research) that I invested everything I made from YouTube into $TSLA. and became a millionaire. Most people"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1943782849426895087) 2025-07-11 21:21:59 UTC 30.9K followers, 10.6K engagements "Robotaxi's revenue growth without headcount growth is opperating leverage we hope to see with $TSLA soon The same operating leverage dynamic is already happening with $LMND's autonomous insurance platform growth"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947564160448971062) 2025-07-22 07:47:34 UTC 30.9K followers, 1424 engagements "Everyone is looking at $LMND's revenue. Most retail investors have NEVER analyzed an insurance company before. In-force premium is simply NOT important to them. This is why the revenue growth acceleration guide during Q2 (to XX% from XX% previously) will be MASSIVE"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1946325173193314460) 2025-07-18 21:44:16 UTC 30.8K followers, 4136 engagements "5/12 Growth drivers: Car insurance is the engine. Waitlist at 700K telematics gives unbeatable prices (15% lower for 2/3 of drivers). Renters/pet are cash cows (70% of customers under 35Gen Z loves the app). Europe covers XX% of pop. Duplicating success like Lynch's La Quinta"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948234497545167036) 2025-07-24 04:11:15 UTC 30.9K followers, XXX engagements "The problem with $OSCR compared to $LMND In insurance net profit equals total premiums collected minus loss ratio (claims paid) minus expense ratio (opperating costs). $LMND's trailing XX month loss ratio is XX% ex-CAT (CA wildfire in Q1) Lemonades Q1 loss ratio was 59%. $OSCR is far more regulated because they operate within the ACA (affordable care act aka Obamacare) and have X primary paying customer the US government. This customer says it's illegal for Oscar to have a loss ratio below 80%. Thankfully for Oscar they use AI which they hope will push their expense ratio to just XX% of"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947737668218982756) 2025-07-22 19:17:01 UTC 30.9K followers, 5527 engagements "6/12 Fundamentals scream buy: Gross loss ratio (GLR) at XX% TTMdown from XX% in 2022. Cash flow positive in 2024 ($48M full year) $1.02B cash/investments. Low debt (22% D/E). EBITDA positive 2026 net profit 2027. Lynch: Earnings drive everything; these are compounding"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948234499814240273) 2025-07-24 04:11:15 UTC 30.9K followers, XXX engagements "@rafamarfer They have the highest net promoter score of any insurance company. Highest App store rating. Highest Trustpilot reviews That said. Some complaints are inevitable"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1947740118996976113) 2025-07-22 19:26:46 UTC 30.9K followers, XX engagements "2/12 First some Buffett wisdom: Insurance is gold because you get "float"premiums upfront before paying claims. Invest that float wisely and it's free money compounding forever. Lemonade's twist AI makes underwriting a profit machine as well while reducing operating expenses turning float into rocket fuel. Warren would nodgreat businesses print cash"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948234490213511555) 2025-07-24 04:11:13 UTC 30.9K followers, XXX engagements "Breaking: $LMND releases a new ad featuring Sydney Sweeney 😍"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948518517969748450) 2025-07-24 22:59:51 UTC 30.9K followers, 4842 engagements "$LMND is worth $XXX today. Q2 earnings will have a massive revenue guidance increase. The stock is down XX% while customers are up XXX% over the same time"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1945482790406910323) 2025-07-16 13:56:57 UTC 30.9K followers, 7995 engagements "10/12 For newbies: Start small but think big. Don't time the marketinefficient means 10x waits. Q2 earnings Aug 5; watch IFP growth GLR under 75%. If story holds (it will) add on dips. Traditional rules Screw 'emgems like this compound for decades"  [@jakebrowatzke](/creator/x/jakebrowatzke) on [X](/post/tweet/1948234510501364047) 2025-07-24 04:11:18 UTC 30.9K followers, XXX engagements
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@jakebrowatzke Jake Browatzke 🚀
Jake Browatzke 🚀 posts on X about $lmnd, $lmnds, insurance, $tsla the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XXXX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +1,514%
- X Year XXXXXXXXX +253%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +49%
- X Months XXX +1,676%
- X Year XXX +738%
Followers: XXXXXX #
- X Week XXXXXX +0.27%
- X Month XXXXXX +3%
- X Months XXXXXX +9.90%
- X Year XXXXXX +13%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XX% automotive brands XXXX% technology brands XXX% cryptocurrencies XXX% social networks XXXX% travel destinations XXXX% celebrities XXXX%
Social topic influence $lmnd #43, $lmnds #1, insurance #155, $tsla #492, stocks 4.17%, money 3.33%, $oscr #140, $hims #142, automation #220, 100x XXX%
Top accounts mentioned or mentioned by @amitisinvesting @krishnay152841 @endicottinvests @coincrafty @mirandusgame @lemonadeinc @danielisdizzy @yeahnowellmaybe @bryanjohnson @elonmusk @olensrud @leepyface @ccvbrostroem @paperbaginvest @pitquidity @sambha1987 @operationatm @rafamarfer @cedarreseach @piuroy738
Top assets mentioned Lemonade, Inc. (LMND) Tesla, Inc. (TSLA) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) Netflix Inc (NFLX) The Root Network (ROOT) Enphase Energy Inc (ENPH) Metadium (META) Advanced Micro Devices (AMD) Iris Energy Limited Ordinary Shares (IREN) 4 (FOUR) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Bitcoin (BTC) Ethereum (ETH) Monero (XMR) Robinhood Markets, Inc. (HOOD) Palantir (PLTR)
Top Social Posts #
Top posts by engagements in the last XX hours
"Hot take: $LMND will be the first trillion dollar company with less than 2000 employees"
@jakebrowatzke on X 2025-07-13 21:27:14 UTC 30.9K followers, 9241 engagements
"When a stock with XX% short interest breaks out it can be quite the spectacle. $LMND" @jakebrowatzke on X 2025-07-22 08:02:08 UTC 30.9K followers, 1857 engagements
"@bryan_johnson Does THC help with brain elasticity and fighting Alzheimer's As humans age and our brains naturally become less elastic which harms our ability to learn new things even without Alzheimers" @jakebrowatzke on X 2025-07-20 19:37:59 UTC 30.9K followers, XXX engagements
"As a long term investor nothing was really said to change my opinion on $TSLA. Robotaxis are moving along nicely and no matter the timeline they are the future of transportation. Short term maybe we get some bumpiness in stock price but dips will be adding opportunities" @jakebrowatzke on X 2025-07-24 00:36:28 UTC 30.9K followers, XXX engagements
"i drew $lmnd lines. now i can predict the short-term future 🤯 As a long-term investor i really don't care to though sorry guys" @jakebrowatzke on X 2025-07-17 17:54:18 UTC 30.9K followers, 4706 engagements
"@bryan_johnson How would I go about investing $100000 in Blueprint Or would an investment that small be interesting" @jakebrowatzke on X 2025-07-23 06:56:06 UTC 30.9K followers, XXX engagements
"AI chips are a big enough TAM that if $TSLA's AI5 chip is going to be as good at inference as @elonmusk said @Tesla should plan on mass manufacturing and selling it to other companies. Agree 🤔" @jakebrowatzke on X 2025-07-24 00:41:20 UTC 30.9K followers, 1372 engagements
"I talk about $LMND's AI ontology and automation a lot and for good reason. But @Lemonade_Inc's in-house marketing team may be the most underrated moat in their business. As someone who has spent hundreds of thousands of dollars per month on Meta ads for my own business and who grew a YouTube channel to 800k+ subscribers making ad compilations (Jake's Top XX feel free to look it up) I find marketing fun. And I have some weight when I say that Lemonade's social media marketing is impressive. Organic stuff like what I'm sharing kills on Instagram and Facebook with my younger generation (under" @jakebrowatzke on X 2025-07-14 04:30:10 UTC 30.9K followers, 7235 engagements
"It's "squeeze season" on X. Imagine what happens to the XX% of $LMND's float sold short if the mob turns the Eye of Sauron our way. I'm sure those shorting Lemonade are good folks with families 😟" @jakebrowatzke on X 2025-07-24 02:05:47 UTC 30.9K followers, 1679 engagements
"It's better to pay a good price for a good business than a bargain price for a bad business. Only on rare occasions are you offered the opportunity to buy a great businesses for a bargain price $LMND" @jakebrowatzke on X 2025-07-21 06:34:06 UTC 30.9K followers, 3307 engagements
"The most valuable trait of an investor is patience" @jakebrowatzke on X 2025-07-23 06:04:11 UTC 30.9K followers, 2151 engagements
"@ccvbrostroem @PaperBagInvest has several videos on this. The reserve requirement will not stop $LMND from achieving their growth growth rate targets" @jakebrowatzke on X 2025-07-22 19:24:51 UTC 30.9K followers, XXX engagements
"I predict a day in the future where $LMND's morning runs on good news (i.e. reinsurance reduction expanding to a new state earnings etc.) won't instantly be sold off by traders and shorts 🔮 Longer they do though the better for long-term investors gifted more load up time 🚀" @jakebrowatzke on X 2025-07-17 17:26:12 UTC 30.9K followers, 2204 engagements
"Alright new investorslet's talk $LMND. Lemonade isn't just insurance; it's a tech beast eating the industry's lunch with AI. It's the $NFLX of insurance. Able to add customers without employees. A 10x gem hiding in plain sight. Here's a thread on the basics: 1/12 🍋🧵" @jakebrowatzke on X 2025-07-24 04:11:12 UTC 30.9K followers, 5472 engagements
"$LMND is a 100x opportunity. Ignore it if you want. I'm just trying to help" @jakebrowatzke on X 2025-07-22 12:00:04 UTC 30.9K followers, 6893 engagements
"This is how the market currently sees $LMND. Solely a retail momentum stock. There will be an explosive awakening when reality hits that Lemonade is an undervalued high growth high-quality money printing autonomous organization" @jakebrowatzke on X 2025-07-22 22:40:00 UTC 30.9K followers, 2961 engagements
"Two weeks until $LMND earnings. Fundamental investors know the shift is happening before our eyes" @jakebrowatzke on X 2025-07-21 05:09:28 UTC 30.9K followers, 3282 engagements
"What did everyone think of the $TSLA earnings call First let us know if you're an investor or a trader then be brutally honest how the call effected your views" @jakebrowatzke on X 2025-07-24 00:34:28 UTC 30.9K followers, 1155 engagements
"$LMND is an AI rocket ship with a ticking fuse to take-off. When does the countdown hit zero Who cares I couldn't be more excited or sleep any easier being all in $LMND with my multimillion dollar portfolio" @jakebrowatzke on X 2025-07-14 03:30:32 UTC 30.9K followers, 2620 engagements
"$LMND bears are fired up. They're also dead wrong. In this post I will respond to X of the most oft cited bear arguments: If I missed any you find compelling drop them below and I'll respond in this thread. X. Bear argument: Expenses Growing Faster Than Revenue with operating and administrative costs increasing at a higher rate than premiums. My thoughts: This is only true INCLUDING growth spend. When Lemonade spends on growth they currently expect to earn 3x the customer acquisition cost in future profit according to their Life Time Value Model however they see almost none of this return in" @jakebrowatzke on X 2025-07-16 22:25:12 UTC 30.9K followers, 9082 engagements
""Its dangerous to buy companies that everyone thinks are excellent and that are relatively slow-growth companies." - Peter Lynch What's the opposite of this A relatively high-growth company few think is excellent. Which stocks fit this I'll start 👇" @jakebrowatzke on X 2025-07-19 00:20:27 UTC 30.9K followers, 8521 engagements
"The secret to outperforming the market is finding broken stocks connected to thriving companies. This often requires betting against the crowd and public sentiment. It always requires understanding a companies true fundamental value. $LMND" @jakebrowatzke on X 2025-07-21 02:49:12 UTC 30.9K followers, 2533 engagements
"After $LMND explodes everyone will start wanting to know what I have to say. But I may not find another opportunity like Lemonade for 5-10 years. Opportunities on this scale only come once or twice in the generation" @jakebrowatzke on X 2025-07-22 08:45:13 UTC 30.9K followers, 5830 engagements
"This interview between $LMND's CEO @daschreiber and legendary $TSLA investor @heydave7 covers extremely valuable topics: 1:15 - Does Lemonade have a far superior product 2:00 - Lemonades advantage vs incumbents 7:35 - Lemonades software advantage over legacy insurance 8:05 - Other insurance startups 9:55 - Insurance not winner takes all 11:35 - Lemonades backend software advantage 14:20 - Blender software 15:40 - The app is the tip of the iceberg 17:10 - How Lemonade creates efficiency through tech 18:10 - How many engineers in Lemonade 18:40 - Lemonade at the intersection of science and" @jakebrowatzke on X 2025-07-24 03:29:24 UTC 30.9K followers, 3022 engagements
"$OSCR $LMND $ROOT All look JUICY today Especially nice pullback as I'll be buying $48k more $LMND on Monday ❤🚀" @jakebrowatzke on X 2025-07-11 18:48:18 UTC 30.9K followers, 2875 engagements
"Who sent this to me I would never do this $LMND 😂" @jakebrowatzke on X 2025-07-22 07:10:35 UTC 30.9K followers, 3768 engagements
"7/12 AI edge: Automation halved expenses while IFP doubled. AI agents handle XX% of service telematics predicts risks 100x better than proxies. Buffett: Profitable underwriting + float = magic. Lemonade's doing it with tech not agents. No legacy black holes like Geico's XXX systems" @jakebrowatzke on X 2025-07-24 04:11:16 UTC 30.9K followers, XXX engagements
"If my portfolio was made up of XX stocks this is what they'd be today. X. $LMND X. $HIMS X. $AMD X. $OSCR X. $TSLA X. $IREN X. $FOUR X. $META X. $ODD XX. $ENPH (contrarian) This portfolio will greatly outperform the broader market IMO. However I am currently all in my best idea - $LMND which I believe will greatly outperform this portfolio" @jakebrowatzke on X 2025-06-28 19:34:54 UTC 30.9K followers, 22.3K engagements
"$LMND grew revenue XXX% since 2020 ($94M to $526M in 2024) yet trades XX% below its peak. Why Market overlooks its AI-driven moat and path to $10B in-force premium by 2032. Cash flow positive in 2024 with a 20x in free cash flow expected over the next doubling of premiums 🚀" @jakebrowatzke on X 2025-07-22 06:45:34 UTC 30.9K followers, 2372 engagements
"If you been investing for less than X years the best investment you can make is listening to / reading One Up on Wallstreet by Peter Lynch" @jakebrowatzke on X 2025-07-21 07:55:06 UTC 30.9K followers, 1503 engagements
"Very curious to see how the market reacts to $LMND's coming revenue growth acceleration combined with achieving EBITDA profitablility 😊🚀" @jakebrowatzke on X 2025-07-22 20:00:49 UTC 30.9K followers, 2830 engagements
"There is currently $733M of guaranteed future buying power for $LMND" @jakebrowatzke on X 2025-07-02 00:16:09 UTC 30.9K followers, 4947 engagements
"$LMND is worth $XXX today at a XX% discount rate based on our base case model to 2035. A $3B company with $1B in cash and $1B in annual premiums that will likely be printing $2B a year in profit in about a decade" @jakebrowatzke on X 2025-07-22 06:56:53 UTC 30.9K followers, 1791 engagements
"For comparison Progressive has 36.65M customers. Doing the same calculation ($500 CAC) values the cost of acquiring all of Progressive's customers at $18.3B. Their cash and short term investments are worth $11.27B. Progressive stock costs $111B after substracting these values" @jakebrowatzke on X 2025-07-15 20:12:56 UTC 30.9K followers, 1391 engagements
"I focus on investing in companies (currently all-in $LMND in my stock portfolio). However I do have a few digital asset wallets as well. XX% of my digital assets are $ETH. XX% are $XMR Monero. Most people understand the $ETH thesis (stable coin usage growing Robinhood building private company stock trading on $ETH etc.). But very few understand Monero. Here is my concise Monero thesis:" @jakebrowatzke on X 2025-07-20 21:10:52 UTC 30.9K followers, 4086 engagements
"Quickly someone come up with a good $LMND campaign for Sydney to star in 😂" @jakebrowatzke on X 2025-07-24 22:39:23 UTC 30.9K followers, 5508 engagements
"4/12 The story from 2024 Investor Day: From $1B in-force premium (IFP) today to $10B by 2032 at XX% CAGR. Q1 2025 IFP hit $1.008B (up XX% YoY). Revenue +27% customers 2.5M (up 21%). Market ignores this; stock's down XX% from peaks. Inefficiency = opportunity" @jakebrowatzke on X 2025-07-24 04:11:14 UTC 30.9K followers, XXX engagements
"@danielisdizzy Yes it can often take that long. The rewards compound for the patient" @jakebrowatzke on X 2025-07-21 21:49:25 UTC 30.9K followers, XXX engagements
"@EndicottInvests Every company has risks. You can read about Lemonade's disclosed risks here on page XX Item 7A. Quantitative and Qualitative Disclosures About Market Risk: I personally don't believe any are existential for Lemonade" @jakebrowatzke on X 2025-07-23 00:09:26 UTC 30.9K followers, XXX engagements
"Would hate if the trending "squeeze season" mob ever turned on $LMND. Imagine what would happen to the poor XX% of the float currently sold short. I'm sure those are good folks who have families" @jakebrowatzke on X 2025-07-24 02:00:50 UTC 30.9K followers, XXX engagements
"@EndicottInvests I see. To be clear $HIMS is my second favorite stock in the market today and I expect it to return over 50X in the next XX years" @jakebrowatzke on X 2025-07-23 00:44:08 UTC 30.9K followers, XXX engagements
"$LMND is the $NFLX of insurance. A fully automated platform that can add customers without adding employees. $HIMS may be on the way to this level of automation as well longer term (if we get AI Doctors legally able to prescribe medication) but $LMND is already there. The entire insurance process from underwriting (LTV12 model) to sales (AI bot Mia) to customer service (AI bot Mia) to fraud detection (AI Bot Jim) to claims filing and payout (AI bot Jim) to HR (AI Bot Cooper) is automatable without a human in the loop. Lemonade already automates every part within its ontology and is working" @jakebrowatzke on X 2025-07-23 08:18:51 UTC 30.9K followers, 5046 engagements
"Hard truth: If you don't have the patience to hold a stock for even a full 24-month period while it's trading at less than 1/4th fair value and is transitioning into a cashflow printing machine you are not an investor" @jakebrowatzke on X 2025-07-21 20:12:27 UTC 30.9K followers, 2946 engagements
"$TSLA's Q2 call shows long term story remains strong but short term headwinds should be expected. Nothing in the call to make long term investors waver. I will be making no changes to my parents $TSLA position. But personally as someone all in $LMND the call gave me no reason to change my perspective that Lemonade will outperform Tesla over the next XX years from its much smaller base. That said $TSLA could easily 5x within X years and if we saw a 4x-5x in $LMND by year end to my fair value target of $XXX combined with some Tesla weakness I would adjust forward looking ROIC expectations and" @jakebrowatzke on X 2025-07-24 00:32:41 UTC 30.9K followers, 1546 engagements
"9/12 Why hold forever Per Lynch fast growers become stalwarts if they adapt. Lemonade's AI flywheel gets stronger with scalemore data better models lower costs. Buffett: Buy wonderful businesses at fair prices. This is wonderful and fair Hell yes" @jakebrowatzke on X 2025-07-24 04:11:17 UTC 30.9K followers, XXX engagements
"Traditional insurance companies hire people to work at great hourly cost Lemonade builds AI agents that work faster more accurately and at almost no cost $LMND's advantage compounds as billions of data points continually train their agents within an ontology that is becoming an insurance Superintelegence" @jakebrowatzke on X 2025-07-20 10:01:25 UTC 30.9K followers, 2658 engagements
"$LMND offers the highest 10-year cash flow return relative to its price among all stocks in our model including: X. $HIMS (great value with risks) X. $PLTR (strong but overpriced) X. $TSLA (costly but TAM expansion supports good long term returns despite premium) X. $OSCR (multiple expansion potential but lower long-term free cash flow margin underperforming $LMNDs return over XX years) X. $IREN (potentially higher short term cash flow return if $BTC growth or their AI pivot succeeds but less certain with lower long-term margin potential as a hardware based business trailing Lemonade's return" @jakebrowatzke on X 2025-07-22 23:44:26 UTC 30.9K followers, 5737 engagements
"Why am I all-in $LMND In simplest terms I would rather go big on my strongest conviction and be wrong than live in fear. In our age there really is no downside to most failures. In fact it was only by overcoming the fear of public speaking that I started a YouTube channel at XX and made my first $20k from a viral video. after X straight years of failure and XXX videos almost no one watched. It was only through a lack of fear about losing all my savings (and strong conviction in my research) that I invested everything I made from YouTube into $TSLA. and became a millionaire. Most people" @jakebrowatzke on X 2025-07-11 21:21:59 UTC 30.9K followers, 10.6K engagements
"Robotaxi's revenue growth without headcount growth is opperating leverage we hope to see with $TSLA soon The same operating leverage dynamic is already happening with $LMND's autonomous insurance platform growth" @jakebrowatzke on X 2025-07-22 07:47:34 UTC 30.9K followers, 1424 engagements
"Everyone is looking at $LMND's revenue. Most retail investors have NEVER analyzed an insurance company before. In-force premium is simply NOT important to them. This is why the revenue growth acceleration guide during Q2 (to XX% from XX% previously) will be MASSIVE" @jakebrowatzke on X 2025-07-18 21:44:16 UTC 30.8K followers, 4136 engagements
"5/12 Growth drivers: Car insurance is the engine. Waitlist at 700K telematics gives unbeatable prices (15% lower for 2/3 of drivers). Renters/pet are cash cows (70% of customers under 35Gen Z loves the app). Europe covers XX% of pop. Duplicating success like Lynch's La Quinta" @jakebrowatzke on X 2025-07-24 04:11:15 UTC 30.9K followers, XXX engagements
"The problem with $OSCR compared to $LMND In insurance net profit equals total premiums collected minus loss ratio (claims paid) minus expense ratio (opperating costs). $LMND's trailing XX month loss ratio is XX% ex-CAT (CA wildfire in Q1) Lemonades Q1 loss ratio was 59%. $OSCR is far more regulated because they operate within the ACA (affordable care act aka Obamacare) and have X primary paying customer the US government. This customer says it's illegal for Oscar to have a loss ratio below 80%. Thankfully for Oscar they use AI which they hope will push their expense ratio to just XX% of" @jakebrowatzke on X 2025-07-22 19:17:01 UTC 30.9K followers, 5527 engagements
"6/12 Fundamentals scream buy: Gross loss ratio (GLR) at XX% TTMdown from XX% in 2022. Cash flow positive in 2024 ($48M full year) $1.02B cash/investments. Low debt (22% D/E). EBITDA positive 2026 net profit 2027. Lynch: Earnings drive everything; these are compounding" @jakebrowatzke on X 2025-07-24 04:11:15 UTC 30.9K followers, XXX engagements
"@rafamarfer They have the highest net promoter score of any insurance company. Highest App store rating. Highest Trustpilot reviews That said. Some complaints are inevitable" @jakebrowatzke on X 2025-07-22 19:26:46 UTC 30.9K followers, XX engagements
"2/12 First some Buffett wisdom: Insurance is gold because you get "float"premiums upfront before paying claims. Invest that float wisely and it's free money compounding forever. Lemonade's twist AI makes underwriting a profit machine as well while reducing operating expenses turning float into rocket fuel. Warren would nodgreat businesses print cash" @jakebrowatzke on X 2025-07-24 04:11:13 UTC 30.9K followers, XXX engagements
"Breaking: $LMND releases a new ad featuring Sydney Sweeney 😍" @jakebrowatzke on X 2025-07-24 22:59:51 UTC 30.9K followers, 4842 engagements
"$LMND is worth $XXX today. Q2 earnings will have a massive revenue guidance increase. The stock is down XX% while customers are up XXX% over the same time" @jakebrowatzke on X 2025-07-16 13:56:57 UTC 30.9K followers, 7995 engagements
"10/12 For newbies: Start small but think big. Don't time the marketinefficient means 10x waits. Q2 earnings Aug 5; watch IFP growth GLR under 75%. If story holds (it will) add on dips. Traditional rules Screw 'emgems like this compound for decades" @jakebrowatzke on X 2025-07-24 04:11:18 UTC 30.9K followers, XXX engagements