Apple is trading at a premium valuation but has potential catalysts from a new foldable phone and price increases that could drive strong topline growth in late 2026 and into 2027.
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Lemonade ($LMND) Compound Machine
Sep 10, 2026
The creator discusses Lemonade ($LMND), noting its significant price drop from nearly $100 to below $50 per share. Despite insider selling, the creator believes the company is on track for adjusted EBITDA profitability by Q4, which could lead to a stock price increase. The current sideways trading and potential tax-loss harvesting by other investors are seen as reasons for the stock's current price range. The creator anticipates a potential price spike before the profitability announcement and highlights the company's potential for non-GAAP EPS profitability in the coming years.
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Palantir is presented as an extreme example of a compounding business that experienced significant stock price appreciation due to its business model and AI hype, achieving profitability and compounding its bottom line.
Lemonade ($LMND) is on the verge of adjusted EBITDA profitability, which could drive a significant stock price increase, making it a potential buy despite recent insider selling.
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