Paper Bag Investor

I share my Q1 2022 LMND SAY Questions and why I asked them.    Questions are linked here: https://app.saytechnologies.com/lemonade-2022-q1   FOLLOW ME ON TWITTER: @PaperBagInvest ➡️https://twitter.com/PaperBagInvest  BUY ME A NEW PAPER BAG ON PATREON: ➡️https://www.patreon.com/paperbaginvestor  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

Daniel Schreiber and Shai Wininger discuss Lemonade's insider transactions, addressing the lack of insider buying and the 10B5-1 plan. The episode explores the stock price, undisclosed terms of the plan, and the co-founders' ownership and selling of shares. It also speculates on the reasons for not buying more shares and their bullish outlook on the company.

In this podcast, they discuss the reasons behind selling their small position in the Very Good Food Company, highlighting risks on scaling production and selling products at scale. They analyze the financial highlights and production constraints impacting the company's growth potential. They also talk about challenges in scaling production, delays in commissioning a new production line, strategic mistakes, poor execution, and liquidity risk, as well as challenges and red flags in the company's management and operations.

The speaker shares their concentrated portfolio strategy in Tesla and Lemonade stocks. They discuss the qualitative factors that make them optimistic about Tesla. They highlight their investment in Lemonade and potential buying opportunities. Square shares were sold due to concerns over network effects. They express frustration with lack of information and discuss investing in a new company.

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   FOLLOW ME ON TWITTER: @PaperBagInvest ➡️https://twitter.com/PaperBagInvest BUY ME A NEW PAPER BAG ON PATREON: ➡️https://www.patreon.com/paperbaginvestor 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