Jun. 24 at 8:16 AM
$LIFE I rarely get this feeling, but it reminds me of when I bought Lemonade for
$14.
Back then, the market was focused on losses and short-term execution. I focused on the platform, the technology, and the size of the opportunity. Today, I have very similar convictions about Ethos.
Ethos is transforming life insurance through AI-driven underwriting, instant approvals, and a frictionless digital experience. What took weeks can now take minutes. The company is still early in its growth journey, but the foundation is already there: strong distribution, growing agent adoption, and a huge addressable market.
The market sees an insurance company. I see a scalable technology platform that could become a dominant distribution layer for financial protection products.
At ~
$15, risk/reward looks extremely asymmetric to me.
2030 targets:
🐻 Bear:
$35
📈 Base:
$75
🚀 Bull:
$150+
