Ideas For Now-

stonedinvestor said:
--WELCOME TO THE ENDGAME--

Velodyne Lidar initiated with a Buy at Berenberg

Mr. Cooper price target raised to $38 from $28 at Barclays » 06:45 COOP

AerCap price target raised to $58 from $42 at Barclays »

Xenia Hotels upgraded to Overweight with $18 target at Wells Fargo »

Veru price target raised to $8 from $6 at H.C. Wainwright »

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So I was lying in my bed and a commercial came on and it was exactly what I was describing as a vacation getaway... homes not hotels... and the company was VRBO.

And I see this morning that VRBO is owned by Expedia Group<--- These guys always confused me what else do they do...

Expedia downgraded to Neutral from Buy at Citi 06:12 EXPE Citi analyst Jason Bazinet downgraded Expedia to Neutral from Buy with a price target of $140, up from $125. Recent vaccine headlines have caused most investors to expect 2022 revenue to match 2019 revenue, Bazinet tells investors in a research note. The analyst, however, assumes 2022 revenue reaches 90% of 2019 levels. While the "Blue Sky scenario" suggests the stock may continue to rally, "we are a bit more cautious," says Bazinet.
More...
EXPE was 45 right as virus was hitting in March. What a performance since with very little travel.very impressive!! They did receive a private equity cash infusion at one point.
I’m still long!!
 
Reading up on Lemonade there's a lot to like but... When you were young and fabulous Van did you get renters insurance? Who ever had that. Apparently mellenials are very jittery and they want insurance for everything. This Lemonade targets the mellenial market only. Renters insurance and 1st homes.

They have some outrageous AI and claims tech... and they have a social responsibility angle that I'm sure the younger generation loves--

I was kind of going for it and then I read this--


  • Loss ratio     is the losses an insurer incurs due to paid claims as a percentage of premiums earned. What we want to see here is that Lemonade maintains a loss ratio of under 75% with only occasional blips over 75% and even then, not by much. If Lemonade has constant numbers over 75% then their business model is not working and the stock will likely tank. Last quarter Lemonade was at 72%, during a time with heavy Cat activity (hurricanes & wildfire season in the Western United States). This was actually amazing number considering the Cat activity..
That takes the cake!
 
stonedinvestor said:
Reading up on Lemonade there's a lot to like but... When you were young and fabulous Van did you get renters insurance? Who ever had that. Apparently mellenials are very jittery and they want insurance for everything. This Lemonade targets the mellenial market only. Renters insurance and 1st homes.

They have some outrageous AI and claims tech... and they have a social responsibility angle that I'm sure the younger generation loves--

I was kind of going for it and then I read this--


  • Loss ratio     is the losses an insurer incurs due to paid claims as a percentage of premiums earned. What we want to see here is that Lemonade maintains a loss ratio of under 75% with only occasional blips over 75% and even then, not by much. If Lemonade has constant numbers over 75% then their business model is not working and the stock will likely tank. Last quarter Lemonade was at 72%, during a time with heavy Cat activity (hurricanes & wildfire season in the Western United States). This was actually amazing number considering the Cat activity..
That takes the cake!
More...

There's one thing I liked about it from the start.

Who's SPAC was it?

Michael Eisenburg's.

Thats all we need to know.
 
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