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← @cybercatx

$LMND

BULLISH2026-04-30
Price around the call
↑ 2026-04-30
By horizon✗ miss-2.9%
1d
✗ -2.5%
5d
✗ -5.3%
21d
✗ -2.9%
Original post
CyberCat · 2026-04-30

$LMND 亏损是个绝对的伪命题,聊个大部分人不知道的鬼故事,假设 $LMND 当下立刻停止增长性获客开支,那么公司已经盈利了,约为18.5 M。Lemonade 现在不是“业务本身不赚钱”,而是它主动把利润重新投入到获客增长里,为的是在未来更好的收获,这就是成长公司的本质。 当下lemonade能够按照 30+%的速度增长,并在q4达到adjusted EBITDA盈利本质上是管理层和股东的选择,赔付率只有60%左右,AI自动化已经实现员工负增长,为什么不获取更多的高质量顾客?要是真的愿意,Lemonade 明天就可以开始盈利。

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