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

We came across a bullish thesis on Lemonade, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on LMND. Lemonade, Inc.'s share was trading at $57.20 as of August 20th.

Lemonade (LMND) delivered a strong Q2 2025 performance, reinforcing its case as one of the few companies capable of disrupting the $7.5 trillion insurance market through AI-driven automation. The company’s in-force premium (IFP) grew 29% year-over-year to $1.083 billion, exceeding guidance, with customer growth accelerating to 2.69 million,...