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Lemonade

Less than 1K followers
Forum discussions
That’s impressive. Paperbag’s view of the future:
4/29/2026, 10:32 AM
by Kasleew
9
I made a video about Lemonade, hope you enjoy it! For those who have followed the case more closely, there might not be much new, but at least it’s a cross-section of this insurance company
2 hours ago
by Iikka Numminen
8
Here is the trailing 12 months for the last six quarters. It’s very flat progress… speaks volumes about Lemonade’s reporting and “incredible development”…
5/12/2026, 2:17 PM
by AP_1981
8
A bit late on this, but let’s continue the monitoring. The decrease in sales expenses (Q1) is positive, although there is a lot of variation at the quarterly level; the trailing 12 months is still close to 40%, as is 2025. There is no clear picture of solvency, nor the strength of...
5/12/2026, 1:54 PM
by AP_1981
7
Mainly regarding the speculation about “owners’ pockets”; Lemonade Inc (the parent group) is listed on the stock exchange, and with a little effort, the P&L and balance sheets of the insurance companies themselves are available (see those marked in green), while those of the various...
5/21/2026, 1:09 PM
by AP_1981
4
LMND has acquired more expertise for building AI sandboxes. https://www.linkedin.com/posts/at-wilco-weve-always-believed-in-the-power-share-7461764161249624064-J3x4/ There are rumors on X that these tools will be used to simulate interactions between AI agents and customers. https...
5/21/2026, 11:35 AM
by Vichy
4
And here’s the link to the letter. lemonade.com LMND-Shareholder-Letter-Q1-2026.pdf 249.56 KB Deadly boring execution, the LMND way!
4/29/2026, 10:53 AM
by Vichy
3
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