$LMND Compared to its gross loss rate and expense ratio, I'm more concerned about the revenue increase corresponding to the consumption of sales expenses. Furthermore, I have no idea about the moat. I think they are using machine learning more than AI.
If you think the energy transition is going well, look at this:
Not only is clean energy barely even visible on a graph of energy use globally,
But oil and gas is still growing.
What’s going on here? (🧵)
There are two most important prerequisites for developing hydrogen energy: one is to deal with climate change, and the other is that the government has money. If these two points are not met, hydrogen energy will not develop as expected.
2K Followers 6K FollowingMedical Sales & Personal Portfolio Manager. Stocks, markets, business, economics & little football. All stock positions are shared through the • in bio
183K Followers 429 FollowingHelping people build wealth since 2017. Author of Just Keep Buying (https://t.co/q98gHouElD) & The Wealth Ladder (https://t.co/UUf1a8ZLTO)
8K Followers 238 FollowingI talk about growth stock investing, fundamental analysis with a long-term mindset. I provide earnings reviews and key news updates. https://t.co/7Viimrqjr9
2K Followers 215 FollowingBehavioural + Financial Insights on Lemonade ($LMND) | Deep dives, breaking news & original analysis - follow for sharp takes on the future of Ai insurance. NFA
22K Followers 122 FollowingProud Israeli Jew & tech entrepreneur🎗️🇮🇱🇺🇸. CoFounder and President @ Lemonade (NYSE:LMND), CoFounder of Fiverr (NYSE:FVRR). Mixer of Tech, Design and AI.
495 Followers 74 FollowingDaily Tom Lee Updates Page, Fundstrat's Granny Shots $GRNY ETF, BitMine Immersion $BMNR, & Ethereum $ETH. I Not affiliated with any of the above mentioned.
27K Followers 653 FollowingMedical Sales & Personal Portfolio Manager. Stocks, markets, business, economics & little football. All stock positions are shared through the 🔗 in bio
5K Followers 429 FollowingFundamental LT secular investor.CRWD/MELI/SNOW/ZS/DDOG/NU/NET/RBRK/DLO/GLBE. I invest in 20%+ growers, #1 Co in sector, pick&shovel.. 8 yr in market. 30YO
113K Followers 2K FollowingFounder of Potential Multibaggers & Best Anchor Stocks
Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc.
I help you stay calm when everyone panics.
38K Followers 747 FollowingMember of policy staff. Lobbying government for builders at Lewis-Burke. Non-resident senior fellow at @joinfai. Bangers: https://t.co/dWFJDvIaUW
8K Followers 629 FollowingI read a lot of hedge fund letters. I share the best ideas here and in my newsletter (with links to the letters) : https://t.co/FKtknwEaPC
648 Followers 349 FollowingValue Investor looking for Quality in Small & Micro cap | Horrendous takes | Concentrating on a few good ideas a year | https://t.co/97IHqs9gdF
2K Followers 620 FollowingRightwing lunatic, math enthusiast, biologist, small portfolio of million dollars, mixed 🇨🇳/🇷🇺. BS/MS Cornell Math/CS, PhD Duke BME, Ex-Research Fellow@UNC
1K Followers 155 FollowingTwitting some of my stock trades or ideas in semi-real-time to keep myself accountable. Not investment advice. Do your own due diligence.
22K Followers 33 FollowingDaily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
11K Followers 4K FollowingI write about publicly traded Fintech companies at https://t.co/6XvHrdhkNj. Sometimes I write about banks too. And Visa. Not financial advice
718 Followers 169 FollowingFormer analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Politics and golf occasionally. This is not advice.
29K Followers 806 FollowingMathematician (Distinguished Professor of #Math at @RutgersU). Here to learn about research, education, and community. Let’s build something together.
40K Followers 1K FollowingSelf-Made Millionaire 💸 Investing since 1999 | BA International Business | MBA | Millionaire Investor teaching you how to become financially free 💰👇
7K Followers 14 Following🕳️ Your deep dive into @Conflux_Network
🦇🔊 Raw insights, alpha, driven by community
🖤⚡ By degens, for degens. ⚰️ NFA
💎🙌Conflux To the moon
163K Followers 166 FollowingCo-founder of Thinking Machines Lab @thinkymachines; Ex-VP, AI Safety & robotics, applied research @OpenAI; Author of Lil'Log