The articles says: I tracked it throughout 2024 and finally invested it back in January. I published the deep dive here. - shouldn't this be a link? For a deep dive?
The 50% revenue grwoth while trading at a discount is compeling. Most disruptors take time to prove their model works but LMND is already showing they can scale profitabley. The reinvestment angle is key here.
Very interesting. Thanks!
How do we get an active link to the discord group?
Is there a WhatsApp group?
Here is the link, it should have come within the welcome email already: https://discord.gg/bEXUVFP4
The articles says: I tracked it throughout 2024 and finally invested it back in January. I published the deep dive here. - shouldn't this be a link? For a deep dive?
That's our Root investment John, here is the link: https://www.capitalist-letters.com/p/buying-this-disruptive-company-with
Thanks!
Can you share comparative valuation and business analysis vs other insurectechs?
I haven't worked all insurtechs and doing that could take some time. But for comparison, you may check out our Root thesis: https://www.capitalist-letters.com/p/buying-this-disruptive-company-with
The 50% revenue grwoth while trading at a discount is compeling. Most disruptors take time to prove their model works but LMND is already showing they can scale profitabley. The reinvestment angle is key here.