
my name is methos
718 posts

my name is methos
@roadtoteslaRTT
Positive outlook on the future. $TSLA and $PLTR investor since 2020. https://t.co/d87VISp2UY









Presenting @Lemonade_Inc’s Q4 2025: our strongest quarter ever! Recommended: Play this while reading- open.spotify.com/track/0FYdQA9F… Highlights (Y/Y) 🚀 9th consecutive quarter of accelerating growth 💵 $1.24 billion top line (+31%) 🔥 Revenue: up 53% 🔥 Gross profit: up 73% 🔥 Cash flow: generated $37m (adj. FCF) 🔥 ~3m customers 🔥 Adj. EBITDA loss improved 81%, now just -$5m Car and Autonomous ✅ Lemonade Car grew 53%, now at $187m ✅ Loss ratio: 70% (TTM, down 23 points) ✅ Launched Autonomous Car Insurance for @tesla FSD (Supervised) Europe ✅ Grew 150% ✅ 10th consecutive quarter of triple digit growth ✅ Loss ratio: 64% AI Spotlight ✅ In the last 13 quarters- headcount shrunk 6%, while adding 1.2m customers ✅ 68% reduction in Pet cost-per-claim: from $44 in 2021, to $14 now ✅ Claims LAE at a record 6% (vs. 9% industry avg.) More... ✅ Record breaking LMND gross loss ratio: now at 52% ✅ Growing cash (and investments) in the bank: $1.12B Up next ⬆️ Guiding to 32% IFP growth in 2026 ⬆️ 60%+ revenue growth ⬆️ Q4 2026 first positive adj. EBITDA quarter, 2027 - full positive year ⬆️ Announcing our upcoming investor day @ NYC, Nov ‘26. Full details + financials: lemonade.com/investor










My yearly performance for the last 6 years. Portfolio Balance = $2.913 million NOTE - I am no longer setting a goal for the year. I think setting an arbitrary number can screw you up and push you to make decisions you would NOT normally make to try and chase gains. Which can be VERY counterproductive. Portfolio Allocation - Current Key things to note: - I’ve diversified greatly into Defense, AI, and energy, to better balance my portfolio for risk to reward for this next year. - One other major change is the reduction of leverage. Which is down from over 70% of my portfolio to now closer to 20%. - $ARKG has grown A LOT recently because of the quick pop in price action and the fact that these are LEAPS. The last bit of leverage I have outside of $TLT as a hedge/belief that bond yields are header lower this next year. NOTE - I share my thoughts, for very little, in hopes that you find it valuable perspective. If you want to support my work, I have the following methods. 1. You can subscribe here on X for unique posts I don't show anywhere else. 2. You can join the @Discord for discussions from the 1,442 members, up 642 from 2 weeks ago. These community members have access to all of my trades/ portfolio allocation, charts, and a lot more. The URL is whop.com/Micro2Macr0 3. You can subscribe on Youtube to be able to chat in live streams. @Micro2Macr0" target="_blank" rel="nofollow noopener">youtube.com/@Micro2Macr0
4. Use Referral links for my favorite products. a. Tesla - ts.la/jesse26960 b. Sofi - sofi.com/invite/money?g… c. Robinhood - join.robinhood.com/jessed208/ d. Tradingview - tradingview.com/pricing/?share… e.Fundstrat FSInisghts - fsinsight.com/our-services/?… 5. Just comment on videos, share, and/or like. 6. Do nothing and hang out. <-- Not recommended. :P

Vor 22 Minuten habe ich beschlossen einen Duolingo-Klon zu bauen. Ich nenne ihn Duoschlingo. Die App ist jetzt online. Wann Börsengang?











You voted. We’re shipping. Get an uncapped 2% bonus on taxable and retirement transfers into Robinhood for portfolios with at least 1 TSLA whole share. Offer ends 11/19. Terms and limitations apply.








