LEMONADE INSIDER SELLING EXPLAINED - Should You Buy, Sell or Hold Your Shares? (LMND Stock Analysis)

Are Lemonade insiders selling all their shares? In this video, I look deeper to see what is happening with insider LMND transactions so you can know whether to buy, hold, or sell your LMND stock.

0:00 Intro
2:13 Daniel Schreiber's Tweets
3:25 What is a 10b5-1?
4:27 Share structuring from S1 filing
7:18 Share transactions
10:58 Spreadsheet summary
14:05 Conclusion & outro

Please SUBSCRIBE for more investing content if you found this video valuable! Thanks for your support!

Please SHARE this video with others who may find it useful.

TWITTER / FB:
@PaperBagInvest

EMAIL:

WHY THE PAPER BAG? Watch this video:

MY INVESTING STORY:
I come from an engineering background, but began investing in 2009. It's been a journey of learning since then but have been able to return over 25% per year CAGR (compound annual growth rate) with my investments. I hope to continue to meet or exceed this return over the next 10 years.
My goal for this channel is to help others who are interested in personal finance and investing learn and grow.

HOW TO 10X YOUR INVESTMENTS - My story:

OPENING A QUESTRADE ACCOUNT? Step by step instructions:
AND USE MY CODE below to get $25:

DO NOT CLICK THIS LINK:

[Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.]

[sanjaip]

This is the best analysis of the insider trades on YT. Puts everything into perspective.

[dividendstacker]

This was the best explanation of the CEO selling. Thanks for diving deep into the details. Still holding Lemonade!

[GetGooder]

Great explanation! Thanks for clarifying!

[stephenkowalski]

I lightened up my position at $145 and then the stock went off to the races! Well I'm in a good position because I won't add again unless it is low enough. Done really well selling options on lemonade

[stephenkowalski]

I agree, even the companies I have the most conviction in the share price often doesn't reflect reality and it is smart hedging to lock in some profits. I will always take some shares away after a big run up and would rather a stock goes down to rebuy than hope it goes up.

And if the remaining stock keeps running that is great, there are other new opportunities everyday.

[cholomiranda]

Still bothers me that as a potential 10x candidate, founders cashing out at 2x. Granted its just 10-20% of their position, it is still worrying. Also, given the backdrop of LMND's decision to aggressively grow by using reinsurance to scale (i.e. using other peoples money) leaves a bad taste when you see the founders cashing out their own equity positions. Wishing more founders had full faith in their companies, instead of hedging their own gains.