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Lemonade

Less than 1K followers
Forum discussions
I made a video about Lemonade, hope you enjoy it! For those who have followed the case more closely, there might not be much new, but at least it’s a cross-section of this insurance company
6/6/2026, 7:32 AM
by Iikka Numminen
27
Lemonade has started offering renters insurance in a new state (North Dakota). The company was also speaking at a conference yesterday, which pushed the stock price up.
6/11/2026, 6:57 AM
by Iikka Numminen
6
For the majority of companies, the income statements and balance sheets of subsidiaries are available through various corporate registries. However, this is not the case with Lemonade, making it practically impossible to perform a de-consolidated performance analysis on one’s own...
6/7/2026, 7:05 PM
by AP_1981
5
Mainly regarding the speculation about “owners’ pockets”; Lemonade Inc (the parent group) is listed on the stock exchange, and with a little effort, the P&L and balance sheets of the insurance companies themselves are available (see those marked in green), while those of the various...
5/21/2026, 1:09 PM
by AP_1981
5
LMND has acquired more expertise for building AI sandboxes. https://www.linkedin.com/posts/at-wilco-weve-always-believed-in-the-power-share-7461764161249624064-J3x4/ There are rumors on X that these tools will be used to simulate interactions between AI agents and customers. https...
5/21/2026, 11:35 AM
by Vichy
4
Thanks again to Ilkka for the great Lemonade video! A recording of the Morgan Stanley US Financials Conference Q&A can be found on X, link.
6/11/2026, 7:14 AM
by Vichy
2
Synthetic Agents are a very profitable way for LMND to accelerate growth. The new deal is more favorable compared to the old deal with GC. However, Hannover Re likely doesn’t carry the cohort risk the same way GC did. But presumably, LMND sees it as profitable this way. Synthetic...
43 minutes ago
by Vichy
1
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