Lemonade’s Cost Curve Experiment (NYSE:LMND)

Lemonade Inc. ( LMND ) presents a compelling but fragile investment case. Its AI-driven platform is clearly reshaping the insurance cost structure, with tangible progress in lowering Loss Adjustment Expense (LAE), flattening OpEx, and compressing CAC as premiums scale, all pointing to meaningful operating leverageHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certi ...