Lemonade Investor Day: Waiting for the Robinsons
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Lemonade Investor Day: Waiting for the Robinsons

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala
November 17, 2022
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loss ratios and combined ratios lead ipcd 17 nov 22.jpg

Our Trump/Biden note from yesterday discussed the rotation from growth stocks to value stocks playing out over 2022. Unfortunately, insurance technology stocks have had it the worst, with Lemonade stock down 49%, but still doing relatively better than Root...

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Topics

ResearchPersonal linesInsurTechHomeowners' insurancePersonal autoM&ALemonadeRootHippoAllstateProgressive
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Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala
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