In this video I talk with Daniel Schreiber, the CEO and co-founder of Lemonade insurance. We discuss current investor concerns and questions as well as look to the future of LMND.
0:00 Intro
0:35 Loss Ratios of Home and Car
10:29 Home Policy Cancellation
14:00 “Exciting Car Tech”
17:50 GLR-ex CAT
25:27 Guidance Methodology
41:28 LTV / CAC
47:20 Lemonade’s CAC
49:44 Top Line Growth
55:25 Israeli Tech Culture
1:01:22 Shai and Daniel’s Motivation
1:08:11 Mission Statement
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MY INVESTING STORY:
I am from a mechanical/manufacturing engineering background. began investing in 2009. Since then I've returned about a 30% CAGR (compound annual growth rate) with my investments. I hope to continue to meet or exceed this return over the next 10 years and help others do the same.
CHANNEL MISSION:
The mission of this channel is to uncover high conviction multiBAGger investments and share them with you.
MY INVESTING PHILOSOPHY:
Look at companies I can understand.
Do deep-dive research.
Look from many angles and perspectives.
Invest big in my deepest convictions.
And finally, stay unassuming
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[Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.]
