I interview the CEO of $LMND Insurance, Daniel Schreiber and talk all things lemonade.

TIMESTAMPS: 0:00 Intro 0:43 Interview Starts 1:18 The Grand Vision of Lemonade 10:34 Lemonade's AI Efficiency 15:18 Lemonade's AI Accuracy 17:56 Lemonade Car's Data Granularity 19:35 Dynamic/Precision Pricing 21:47 Legacy Insurance's Challenges 25:35 Legacy Insurance CEO's View 28:11 Lemonade Car Rollout 28:49 Metromile Acquisition 30:12 Climate Change 34:53 Geographic Expansion 39:13 Canada 40:08 Annual Dollar Retention 43:02 Bundling & Acquiring First-Time Insurance Buyers 47:41 Relationship with Shai 49:54 Hiring / Interviewing 52:50 What does Daniel think of the Paper Bag? 53:41 Closing thoughts

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CHANNEL INTRO (mission, investing approach, why the paper bag?, face reveal): ➡️https://youtu.be/r22tZd17wNw🎥 MY INVESTING STORY: I am from a mechanical/manufacturing engineering background. began investing in 2009. Since then I've returned about a 30% CAGR (compound annual growth rate) with my investments. I hope to continue to meet or exceed this return over the next 10 years and help others do the same. CHANNEL MISSION: The mission of this channel is to uncover high conviction multiBAGger investments and share them with you.

MY INVESTING PHILOSOPHY: Look at companies I can understand. Do deep-dive research. Look from many angles and perspectives. Invest big in my deepest convictions. And finally, stay unassuming

Mon Carnet du 6 juin 2025