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Lemonade, Inc. (LMND): A Bull Case Theory

We came across a bullish thesis on Lemonade, Inc. (LMND) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on LMND. Lemonade, Inc. (LMND)'s share was trading at $31.48 as of Feb 26th.

[caption id="attachment_1223279" align="aligncenter" width="768"] A business man with a confident pose discussing details of a property & casualty insurance claim.[/caption]

Lemonade (LMND) delivered a strong Q4 and full-year 2024 performance, surpassing analyst expectations on revenue and EPS. However, weaker-than-expected guidance for 2025 triggered a temporary...