Privacy preferences
Inderes uses cookies to provide a better user experience and a personalised service. By consenting to the use of cookies, we can develop an even better service and will be able to provide content that is interesting to you.
  • Forum
  • Premium
  • Stock Markets
    • MarketsLive prices, indices, and market performance
    • Morning ReviewDaily market recap and key overnight highlights
    • Stock CalendarUpcoming earnings, listings, and corporate events
    • Dividends CalendarFuture and past dividends
  • Companies
    • CompaniesBrowse and filter the full list of listed companies
    • DiscoveryInspiration for your next investment
    • IPOsNew listings and upcoming public offerings
    • AGM InvitationsAnnual general meeting dates and shareholder info
  • Stock Research
    • ResearchExpert stock analysis and recommendations
    • ArticlesNews, insights, and market commentary
    • PortfolioInderes model portfolio
    • FemmeBreaking barriers and building confidence in investing
  • Learn about investing
    • Analysis SchoolLearn how to read and understand stock analysis
    • Investing SchoolGuides and lessons to grow your investing knowledge
    • Portfolio buildersInvesting knowledge for every level, from first steps to advanced portfolio strategies.
    • inderesTVVideo hub for stock research, analysis, and expert commentary
    • TranscriptsFull text records of earnings calls and investor meetings
    • Stock ComparisonCompare financials and performance across multiple stocks
    • Earnings SeasonCompare EPS estimates to reported results
    • Insider TransactionsTrack buying and selling activity by company insiders
    • Virtual Analyst ChatAsk questions and get instant AI-powered investment insights
    • Compound Interest CalculatorSee how your savings grow with the power of compound interest.
Find us on social media
  • Inderes Forum
  • Youtube
  • Facebook
  • Instagram
  • X (Twitter)
  • Tiktok
  • Linkedin
Get in touch
  • info@inderes.fi
  • +358 10 219 4690
  • Porkkalankatu 5
    00180 Helsinki
Inderes
  • About us
  • Our team
  • Careers
  • Inderes as an investment
  • Services for listed companies
Our platform
  • FAQ
  • Q&A
  • Terms of service
  • Privacy policy
  • Disclaimer

Inderes’ Disclaimer can be found here. Detailed information about each share actively monitored by Inderes is available on the company-specific pages on Inderes’ website. © Inderes Oyj. All rights reserved.

Log in to your Inderes Free account to see all free content on this page.
Create account

Lemonade

Less than 1K followers
Forum discussions
However, couldn’t these expenses be cut immediately and the combined ratio pushed below 100 if the focus on new customer acquisition were shifted to a run-off model, pivoting instead to emphasize cross-selling? Naturally, they don’t want to do this, because the whole case is still...
8/13/2026, 3:38 PM
by Roope K
8
Weak quarter (Q2/Q2 UW loss practically the same). It is still crucial to get sales expenses below 20% for there to be any hope. Quite a classic insurance case: you can reach a 120% CoR quickly, but after that, every percentage point becomes more difficult step by step. The underlying...
8/10/2026, 7:24 AM
by AP_1981
8
Here are also some fairly recent thoughts on Lemonade from Make https://x.com/ValueByMarkus/status/2074501633199800401
7/12/2026, 9:44 PM
by Sijoittaja-alokas
7
Q2/2026 shareholder letter is out - https://www.lemonade.com/investor-relations-bo/wp-content/uploads/docs/LMND-Shareholder-Letter-Q2-2026.pdf https://x.com/shai_wininger/status/2082406036145672454?s=12 Fairly steady performance, though some expenses are causing some grumbling. But...
7/29/2026, 3:39 PM
by Vichy
5
Very good summary! The size of the bets should, of course, be positioned according to one’s risk and volatility tolerance. The stock price is also starting to look reasonable, although the overheating of the market, the general price level, and any potential AI infra hiccup could...
8/13/2026, 7:06 PM
by Vichy
2
I also listened to the earnings call and read through the numbers. It doesn’t cause me any gray hairs, and the train seems to be chugging steadily in the right direction. My portfolio is already volatile, so I’m not even breaking a sweat over this. I would see this more as an opportunity...
7/29/2026, 4:36 PM
by Optimistinen verkkapöksy
2
Q2/26 results will be released next week. I’ve already savored Paperbag’s review; bullish as always. The video should be released to everyone soon. https://x.com/paperbaginvest/status/2080447049607344146?s=46 This week, LMND slid for a couple of days, apparently at least in part ...
7/24/2026, 6:47 AM
by Vichy
2
Read more on our forum