Lemonade's Q3 2021 Results: Another Solid Quarter, But Not Enough to Silence the Bears21 Nov 2021 • 9 min read • 1 0Lemonade is a digital-native insurance business founded in 2015 with a big ambition to disrupt the global insurance market. In a previous long-form article, I discussed in depth the business model of ...
5 Notable Earnings Results from Q3 2021 (Part 1)13 Nov 2021 • 7 min readEarnings season is always a busy time of the year where we get updates from companies on their financial and operational performance over the past quarter. After reading through the Q3 earnings report...
Lemonade: A Disruptive Insurance Business Firing on all Cylinders15 Oct 2021 • 39 min read • 2 1General details (as at 15th October 2021) Share price: $67.99 Market cap: 4.19b (USD) Enterprise value: 3.03b (USD) YTD return: -40% Distance from 52-week high: 64% Source: https://www.forbes.com/site...
10 Lessons Learnt from Yen Liow of Aravt Global05 Oct 2021 • 2 min read • 1 1This short article summarises my main learnings from Yen Liow’s appearance on the Capital Allocators podcast in April 2021, which was one of the most informative investing podcasts I’ve ever listened ...
Airtasker: An Under-The-Radar High-Margin Marketplace With a Long Runway for Growth01 Oct 2021 • 14 min read • 2 2General details (as at 26th September 2021) IPO date: 23rd March 2021 Share price: $1.00 Market cap: 414m (AUD) YTD return: -4.76% Distance from 52-week high: 49% Founding story Airtasker (ASX:ART) wa...
Coming soon20 Sep 2021 • < 1 min readWelcome to Jordan’s Stock Deep Dives. On the hunt for a portfolio of 15-20 secular compounders that can generate 15%+ IRRs for the next decade. Subscribe now
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