Lemonade Insurance Deep Dive | DeepDives

amit: https://x.com/amitisinvesting
neil: https://x.com/Neil_X10
paperbag: https://x.com/PaperBagInvest
jake: https://x.com/jakebrowatzke

00:00 - Intro
03:00 - What is Lemonade & why they all got into the name
23:24 - What makes it mispriced
26:20 - Valuation
43:00 - AI in Lemonade
51:37 - Bearcases