Lemonade Investor Day - November '22
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- čas přidán 1. 06. 2024
- 00:00 Intro from Yael Wissner-Levy, VP Communications
5:49 Daniel Schreiber, CEO
55:15 Maya Prosor, Chief Business Officer
1:24:19 Tim Bixby, Chief Financial Officer
1:50:25 Q&A with Lemonade Leadership
2:29:00 Closing remarks
Watch the full presentations from Lemonade leadership, including Daniel Schreiber, co-CEO and cofounder, Maya Prosor, Chief Business Officer, and Tim Bixby, Chief Financial Officer as they share the strategy, product-by-product overview, and financials and modeling of LMND.
We'll talk about:
1- Lemonade's structural technological advantage and how this will manifest as a superior loss cost and expense load over time.
2- Lemonade's inbuilt edge when it comes to acquiring and delighting new entrants, whose full value will unlock as we grow with them over time.
3- Lemonade's advantaged long term business model and clear path to profitability.
These three points are interrelated. It's the structural technological advantage that begets us the edge in acquiring and delighting customers, and it’s the combination of the technological advantage and an edge in acquiring customers that yields an advantaged long term business model and path to profitability. - Věda a technologie
1 year on... everything still holds water. Can't wait to see progress for the rest of 2023, and into 2024.
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Loved the presentation. It's been a very rough patch for shareholder lately (and since feb 2021 for that matter), but I keep coming back to this video to keep my conviction alive and forget all the stock market noise. It helped me a lot. It would be very appreciated if the company would do an investor day each year. The part that I liked the most was Daniel's thanking of the "Lemonade makers" at the very end. I thought it was genuine and the mark of great leadership. GO Lemonade !!!
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watched this presentation several times and very impressed by all participants, looking forward to being able to attend a future investor day in person
2026-2027 will be the year Lemonade proves success is inevitable after printing their first profitable quarter. Proud to be part of this before it is noticed by Wall Street
The closing statements by Daniel were so spot on! Love the authenticity with which he said it!
Daniel kills it again. He's one of few well spoken people in the world I love listening to.
Imagine you could buy the stock now for the first time when it is so cheap! 🎉🎉 My goodness I am a lucky guy
Fellow Retail Traveler from Sweden here! Thanks for an excellent Investor Day and I am looking forward to see your steadfast progress with all its ups and downs in the quarters and years ahead. I love the 300 year perspective but humbly suggest we pull in the timeline just a tad ;) On a more serious note this form of communication were we can see and hear your lines of "thinking out loud" together with structured data is invaluable. For me - an investor data point of 1 - leads me to double my investment in you tomorrow.
lemonade hela vägen min bror!
....and today it became a double double add.Mr. market brings gifts this holiday season. =D
Howdy all long term longs. We hit the ATL yesterday. Just putting it out there that I am as bullish now, as I was on Investor Day when it was around 20 bucks. No idea where price will be in the near term but, I like insurance as a non-cyclical sector, the management and their communication, the positive rate of change when you look closely to the numbers, and how they have handled the past months of increase in cost of capital and inflation. Also their Gross Loss Ratio is much better than Buffets genius lieutenant's 105% in the inflationary environment. Added to the pile yesterday and so grateful to go against Jim Chanos in the tech sector.
1) When is Lemonade going to expand into Israel considering they have an office there and many hebrew speaking employees?
2) Given Lemonades quick and simple nature, it seems it would be perfect for travelers insurance. Are there plans to offer it as a product?
3) Does Lemonade have plans to expand into more products in the UK considering there is no language hurdle?
Very impressed by this presentation.
adding to my $LMND position
Great Presentation!
2:37:48 That's because it's a cup of Lemonade
I love you Lemonade. Woof Woof!
Amazing content, growing the denominator!
This was Great, thanks
Thank you 🙏🏻
Would have loved to see Shai Wininger!
First Bought @ $160... brought more little by little all the way down to $18. I am ready to buy more after hearing you! I sold BPM systems to global insurance companies for 20 years. They’re are all petrified about what DS said in the last few minutes of this presentation. They are trapped in their legacy and there is no exit for them. Think of Kodak.
@160? did you ever math what's the value of the compay at 160 per share?
Wow- conviction!
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Great
AI is perfect for insurance.
Software and data is the 21st century moat & infrastructure.
Insurance TAM is humongous.
Software allows rapid global expansion w associated operating leverage.
This is either bust, or hundreds of billions... or more.
GM.
Schreiber is a master salesman. But he’s selling a lemon.
Hope we can circle back in another year my friend.
I do not understand why anyone would invest in this company. It’s all hype and marketing, and nonsense. It has failed to deliver a single dollar of profit EVER, and no sign of profit in the future. The only reason to invest in this company is if you like to burn cash. And if you don’t believe me, look at the stock price and history. DISMAL!!!
do you know that companies like amazon and tesla also "failed to deliver a single dollar of profit EVER" until recently?
Stock price alone isn't the indicator of success especially when beta is inline with current market volatility. A growth stock is going to burn through cash on its path to profitability, all of this seems normal. YoY growth numbers seem strong and so does the underlying business. If you have a bear case based on facts and not opinions please do share.
Disclosure: Currently own a position in LMND
This guy is a short selling fool