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Ep. 8 - Lemonade with Marcelo Lima on the Investing City podcast
Manage episode 299688240 series 2946562
This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND). We talk about the bull and bear cases for the company, the financial model, the importance of using imagination when thinking about the future, and what I think is the most interesting part of the conversation, competitive advantages or moats.
A transcript of this conversation, with links and photos, is at https://www.hellerhs.com/post/more-lemonade
This episode aired early last month on July 6, 2021. I hope you enjoy it.
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.
Links:
————————————-
You can find Ryan Reeves's excellent podcast here.
21 episodes
Manage episode 299688240 series 2946562
This week we are back with another conversation with my friend Ryan Reeves, this time on Lemonade ($LMND). We talk about the bull and bear cases for the company, the financial model, the importance of using imagination when thinking about the future, and what I think is the most interesting part of the conversation, competitive advantages or moats.
A transcript of this conversation, with links and photos, is at https://www.hellerhs.com/post/more-lemonade
This episode aired early last month on July 6, 2021. I hope you enjoy it.
Increasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.
Links:
————————————-
You can find Ryan Reeves's excellent podcast here.
21 episodes
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