Substack · Lorenzo2cents · Lorenzo Bastianelli
Lemonade: the most profitable insurer
$LMND Q2 2026 Earnings Update
Since publication −15.0% α −16.0 pp vs S&P 500 · USD
US · 5 entries · 3 publications
LMND
Lemonade
- Entries
- 5
- Bullish
- 0
- Bearish
- 0
- First
- Jul 3, 2025
- Latest
- Aug 1, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on LMND at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- August 2026 1 entry
- May 2026 1 entry
Substack · Lorenzo2cents · Lorenzo Bastianelli
Lemonade: the Vertical Ontology of Insurance
$LMND Q1 2026 Earnings Update
Since publication −18.1% α −24.7 pp vs S&P 500 · USD
- March 2026 1 entry
Substack · Benz
Lemonade: Morgan Stanley ve un potencial del 50% y una ventaja estructural
El acceso exclusivo a la telemetría del software FSD construye un foso defensivo imbatible basado en la asimetría de información y la precisión algorítmica
Since publication LMND −30.0% α −45.9 pp vs S&P 500 · USD
- August 2025 1 entry
Substack · Pierce Capital Research · Steve Wagner
From AI to PI3Kα: Lemonade’s Sweet Surge & Relay’s High-Stakes Wait
Taking a Look at Lemonade (LMND) & Relay Therapeutics (RLAY) Earnings Results.
Since publication LMND −13.9% α −34.4 pp vs S&P 500 · USD
- July 2025 1 entry
Substack · Pierce Capital Research · Steve Wagner
7 Days On Us, AST SpaceMobile Clears Its Orbit, Lemonade Pulls Reinsurance Back In
Taking a Look at AST SpaceMobile (ASTS), Lemonade (LMND), & Our Free Trial.
Since publication LMND +6.1% α −16.1 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.