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Lemonade Structural Nuisance

Insurtech Lemonade’s ‘Structural Nuisance’ 1Q2022 Results

[vc_row][vc_column][vc_column_text]Insurtech Lemonade announced the results of the first quarter 2022 on Monday. I noticed two different comments in their shareholder letter, and you will see the result from this company perspective later when we discuss the results. In connection with the delay between pricing and regulatory approval, they spoke of...

The Root of Moats Past: 1Q 2022 Results

[vc_row][vc_column][vc_column_text] On Wednesday, Insurtech Root announced the first quarter 2022 results, most of which show improvements, which I will discuss in more detail shortly. Root also announced the intention to carry out a reverse stock split, which interestingly will have the potential for long-term dilution, as they retain the right...

Fantasia Hippo

Insurtech Hippo’s 2021 results resemble Disney’s Fantasia and the Dance of the Hippos

[vc_row][vc_column][vc_column_text]When we were growing up, there were three things in our family that remained constant: listening to the "World at Six" during dinner, listening to classical music, and watching the "Wonderful World of Disney" at bedtime on Sundays. One of my all-time favorite Disney movies is Fantasia. It's a wonderful...

Tab Soda

Can Metromile Sweeten the Lemonade in 2022?

[vc_row][vc_column][vc_column_text]How many of you remember the soda called Tab? It was, and probably still is, one of my favorites, even after it was discontinued in 2020. It was a frenzied success until one day in 1969 it was associated with the sweetener cyclamate to cause terrible diseases in mice and...

Insurtechs meet Mad Magazine

Does Insurtech 2.0 = Insurance 101? Root and Lemonade Struggle

At the close of trading last night, two of the early darlings of the VC and investment community, Root and Lemonade, announced their results for the fourth quarter of 2021 and the full year 2021. After-hours trading punished Lemonade with a 20.6% fall to $18.40, while Root reports a small...

Eddie Kendricks

Keep on Truckin’: Insurtechs in 2021

[vc_row][vc_column][vc_column_text] When I think about 2021, the year was almost as crazy as 2020. It goes without saying that we all had to deal with the effects of Covid on ourselves, our families, colleagues, and work. I trust that you and those who are important to you finished the year...

Select Insurtech Results | Lemonade

Lemonade buys Metromile for $500M. What you need to know.

[vc_row][vc_column][vc_column_text] I had the pleasure of meeting Tiffani Bova, the author of “Growth IQ” tonight. She will be speaking at an Amerisure sponsored women’s broker conference with me tomorrow. [/vc_column_text][vc_column_text] With Tiffani Bova and Jennifer DeMello-Johnson The chapter she wrote about unconventional strategies includes a case study on Lemonade and...