Added to YB: 2026-07-14
Pitch date: 2026-07-11
LMND [bullish]
Lemonade, Inc.
-1.23%
current return
Author Info
Orange Grove Capital looks for asymmetric, high-conviction bets before they become consensus. Sign up for the newsletter.
Company Info
Lemonade, Inc. provides various insurance products in the United States, Europe, Louisiana, and the United Kingdom.
Market Cap
$5.4B
Pitch Price
$71.50
Price Target
282.00 (+300%)
Dividend
N/A
EV/EBITDA
-61.18
P/E
-37.97
EV/Sales
6.21
Sector
Insurance
Category
growth
I need to grab this opportunity with both hands - $LMND
LMND: AI-native insurer fits all 4 criteria: (1) regulatory moat AI can't challenge, (2) AI perfect fit—GLR cratering below 75%, IFP ~30% CAGR w/ flat opex, (3) undervalued on mgmt projections alone: $720M profit 2030/$2.4B 2034, 30x P/E disc at 12.5%=$12.5-24B NPV (2-4x upside), (4) mgmt never missed guidance.
Read full article (5 min)