Easiest Investment Decision- Short LMND

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Author opened a $500k short in Lemonade (LMND) after the insurer denied his pet insurance claim as a pre-existing condition.

LMND — SHORT The author built a $500k short position in Lemonade after the company rejected his pet insurance claim, labeling a 5-year-old gum disease as a pre-existing condition based on yellow teeth noted at 8 months. His causal argument is that Lemonade's aggressive claim-denial practices will harm the business, implying reputational and customer-retention damage. The catalyst is his own denied claim experience; no explicit time horizon or risk is stated.

I built a 500k short position last week in LMND

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u/MudConstant2895 Reddit r/ValueInvesting

Short LMND on aggressive claim denials

The author built a $500k short position in Lemonade after the company rejected his pet insurance claim, labeling a 5-year-old gum disease as a pre-existing condition based on yellow teeth noted at 8 months. His causal argument is that Lemonade's aggressive claim-denial practices will harm the business, implying reputational and customer-retention damage. The catalyst is his own denied claim experience; no explicit time horizon or risk is stated.

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