Archive - Lorenzo2cents

Oddity: investors woke up, it will be huge

$ODD Q1 2025 ER update

May 1 •

Lorenzo Bastianelli

April 2025

March 2025

Crowdstrike: everyone loves a comeback story

$CRWD Q4 2024 ER update

Mar 31 •

Lorenzo Bastianelli

Lemonade’s Q4 Surge: Hits Record-Low Loss Ratio, Revs Up for a Car Insurance Boom

$LMND Q4 2024 ER Update

Mar 19 •

Lorenzo Bastianelli

Oddity Secret Sauce: Profit Over Growth—Genius or Red Flag?

$ODD Q4 2024 ER update

Mar 6 •

Lorenzo Bastianelli

Hims: The Healthcare Rocket Ready to Burn the Shorts in 2025

$HIMS Q4 2024 ER update

Mar 1 •

Lorenzo Bastianelli

February 2025

Hims and Hers’ Business Ontology

A critical factor in leveraging the quantum leap in AI technology

Feb 8 •

Lorenzo Bastianelli

January 2025

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