Lemonade’s Cost Curve Experiment (NYSE:LMND)

Group 1 - Lemonade Inc. presents a compelling investment case driven by its AI platform, which is reshaping the insurance cost structure [1] - The company has made tangible progress in lowering Loss Adjustment Expense (LAE), flattening Operating Expenses (OpEx), and compressing Customer Acquisition Cost (CAC) as premiums scale [1] - These improvements indicate meaningful operating leverage for Lemonade Inc. as it continues to grow [1]