InvestorsCompass @InvCompass
Finding and holding exceptional businesses | Building generational wealth through long-term compounding | Host of The Investor's Compass Podcast | NFA Joined January 2025-
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Massive win for $Nio @NIOGlobal
Few reflections👇
The Inflection Point Has Arrived for $LMND @Lemonade_Inc: 1) Just delivered its best quarter ever (Q4'24): • $27M positive Adj. FCF (full year: $48M, a year ahead of schedule) • 26% YoY IFP growth (5th consecutive quarter of acceleration) • Record 63% gross loss ratio (down…
Thrilled to announce the best quarter—and year—in Lemonade’s history! 🚀 Generated $48m in adj. Free Cash Flow and $27m in Q4 alone, marking our first ever FCF positive year — 12 months ahead of plan 🚀 $1.02B in cash/investments - $76m more than beginning of year 🚀 Record Loss…
Question for $LMND @Lemonade_Inc: Regarding your proprietary telematics and AI underwriting capabilities: a) What percentage of your rate adequacy improvements come from traditional actuarial methods versus AI/telematics-driven pre... saytechnologies.com/s/d9bcde10 via @say
Question for $LMND @Lemonade_Inc: Could you break down: a) Which specific AI implementations have driven the largest efficiency gains? b) What is your visibility into sustaining or expanding these efficiency gains as you scale towa... saytechnologies.com/s/f1c21434 via @say
Question for $LMND @Lemonade_Inc: Can you provide more granularity on the early cohort performance data comparing car-first customers versus cross-sold existing customers, particularly on loss ratios and retention? saytechnologies.com/s/9d782bfa via @say
$ABNB will outperform $UBER over the next 2-3 years. There I said it.
$ABNB will outperform $UBER over the next 2-3 years. There I said it.
$CRSP @CRISPRTX CRISPR Therapeutics helped develop the world's first approved CRISPR gene-editing therapy -- opening up an entirely new class of medicines. The company just reports 2024 results: Commercial Progress: • CASGEVY (their first therapy for sickle cell/thalassemia)…
Why @Cloudflare is uniquely positioned to win in AI inference: CFO Seifert at Goldman Tech Conference (Sept 2024): "If you operate a network like ours, where you are literally 50 milliseconds away from whatever wants to connect to the Internet, you're in this Goldilocks zone...…
Great Interview with Jack Dorsey - $XYZ @blocks @jack: youtube.com/watch?v=e_Y9tI…
3 observations from $SOFI CEO's @anthonynoto latest interview with BofA: 1/ The shift to capital-light revenue is transforming their business model. Fee revenue reached $970M (+75% YoY), and CEO Noto explains the significance: "The business is incrementally becoming less capital…
Upcoming Q4 call on Feb 28th for $FLGT @FulgentGenetics @Inform_Dx @Therapath is critical for me to determine whether I will sell my stake in $FLGT. The company is the midst of a very very slow transformation from its COVID windfall with limited progress... while management…
Thoughts on @NIOGlobal $NIO NIO's convertible note repurchase: 1. SIZE OF DEAL: • Repurchased $378.3M of convertible notes • Only $213K remains outstanding • Notes were due 2027 with 0.50% interest 2. WHY THIS MATTERS: • Saves $1.9M annually in interest • Removes…
$SOFI @SoFi Q4 2024 results validate our long-term investment thesis that the company can successfully combine high growth with expanding profitability while executing its strategic evolution to a full-stack fintech platform. 1. Record Financial Performance Q4 marked SoFi's…
A major transformation is coming to @Airbnb $ABNB in 2025 that most investors are missing. The Foundation Today: Airbnb has built an incredibly profitable business matching travelers with local homes - generating $70 billion in annual bookings, working with 5 million hosts…
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The contrarian invest... @contrarian65071
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Evolution @Evo_global
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