P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help story.
Monday, September 7, 2026
Back to today 
From X
Lee Roach on X
I think I’ll do a deep dive on $FICO. I get they lost their monopoly by neop baby Bill Pulte but Jeeze this is low. https://t.co/g43xw6Lu1c
Lee Roach on X
Growth investors who bought Nike $NKE at a 0.05% free cash flow yield at the peak. https://t.co/onptAiCXtu
Lee Roach on X
@JacobWolinsky Yeah it was so hyped I didn't even bother to read it. Might read it now that $NKE is crashing.
Lee Roach on X
There will be a point where I just slam my nuts on the table and buy $LULU. Too much hate. The more you guys hate it the better a contrarian signal. https://t.co/bZvCjLOkvk
A Capital on X
$FLEX pre-spin interesting in $100-$105 range.
Lee Roach on X
This chart is looking sexy. Seems like a great contrarian bet. I could see an activist coming in. Seems like a good fit for Sycamore Partners. $NKE. https://t.co/RZUxUyL7AN
Investor Letters
All letters- Akre Capital Management, LLC Q3 2026 AMT $82B
- Janus Henderson Investors July 2026 NXT $12B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- Forager Funds Management July 2026 SGE $12B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
- Lindsell Train Limited July LDNXF $53BSGGEF $12B
- Protean Funds July 2026 EVGGF $17B
- Royce Investment Partners year-to-date period ended 6/30/26 SANM $11BSNX $21B
Perpetual Futures and CME: What the Early Data Shows
CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
Selling Where They Ain’t
Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.
Notes from a Dasher Shift, and the Drone Delivery Future
DoorDash’s delivery economics rely on customer tips and flexible labor, while rising courier costs make autonomous delivery central to…
Top 8 Rebound Stocks for Sep’26
Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.
Reddit: Rapid Earnings Growth With Room For An AI Expansion
Reddit's advertising automation, proprietary data and Reddit Max are driving rapid revenue growth and margin expansion, while AI licensing…
Krzysztof Bogdanski 4 clicks
WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks
LLM adoption is rising but may not generate returns sufficient to justify current AI investment; the aggressive portfolio exits Estee…
Hewlett Packard Enterprise Q3: Margins Matter More Than AI Orders
Hewlett Packard Enterprise’s Q3 hinges on converting AI-networking orders while preserving its 21.6% segment margin, after booking $1.8…
Deep Value Investing 2 clicks
Dollar Tree: Weathering The Storm
Dollar Tree’s $1.25 opening price and multi-price assortment supported 10% two-year comparable-sales growth, outpacing Walmart U.S.
PayPal: Stripe Reportedly Walks Away; Here Are 2 Fallback Options
PayPal's failed Stripe and Advent bid leaves a Venmo spin-off or aggressive buybacks as value-unlocking options amid slowing growth and a…
The Asian Investor 4 clicks
Preview of the Week Ahead: W/C August 31, 2026
The week of August 31 features U.S. manufacturing, jobs and services data, while the S&P 500 and Nasdaq hold above key moving averages and…
PRYMY · short Prysmian Spa
Prysmian (PRYMY) is presented as a short position.
AngelAlign - Chinese clear aligners (6699 HK)
AngelAlign holds 3% of global clear aligners and sells about HK$10,000 below Invisalign in Hong Kong, alongside speculation that MBK could…
MNST Trading Below $53 Offers Nearly Risk-Free Return
Monster Beverage’s modified Dutch auction lets odd-lot holders buy 99 MNST shares below $53 and tender them at $53 to $60.
Some Thoughts on Roaring Kitty
Roaring Kitty’s GameStop resurgence revisits GME shareholder activism and the meme-stock trading episode, with references to Bed Bath &…
Does anyone remember when Alnylam went up 50 percent in a day on a phase three result
Alnylam’s 2022 50% phase-three gain faces FDA advisory-panel scrutiny over its amyloidosis drug’s label extension.
Value Roundup
Talen’s post-bankruptcy nuclear assets, FREIT’s $22 Kushner bid and Calithera’s failed liquidation vote illustrate unusual small-cap…
Going Nuclear with Nuveen
Nuveen municipal-bond closed-end funds could unlock illiquid Energy Harbor holdings through Vistra’s acquisition, receiving cash and a…
Publications we follow
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Newsletters 91
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
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- AmsterdamStocks
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- Bearhold Research
- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
- Bison Insights
- Brevarthan Research
- Bristlemoon Capital
- Byron Street Research
- Calvin Blissett
- Cannibal Stocks
- Capital Employed
- Capitalist Letters
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- Citrini Research
- Cluseau Research
- D Invests
- Daniel Romero
- Deep Value Insights
- Doomberg
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- Exploring with Alluvial Capital
- Fabricated Knowledge
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- Global Outperformers
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- Hidden Gems Investing
- Hidden Rock Capital's Newsletter
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- Investing 501
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- John Hempton's Newsletter
- Kairos Research
- Kakashii's Materials
- Key Context by Tae Kim
- Latticework by MOI Global
- Lewistown Capital
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- Modern Value Investing
- Monte Independent Investment Research
- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
- Net Interest
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- Sleep Well Investments
- smallvalue.
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- Sunday's Idea Brunch
- Sylence Capital
- The Curious Compounder
- The Mikro Kap
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- TSOH Investment Research
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- Value Don't Lie
- XIX Value
- Yet Another Value Blog
Blogs 12
Seeking Alpha 29 of 159
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Dhierin Bechai
Equity Eagle
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Investor Overview
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Jaden Mealy
LL Insights
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Robert J. Lake
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Steven Fiorillo
The Bullionaire
The Curious Analyst
The Undercovered Dozen
Value Capital Research
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- Bristlemoon Capital
- Broyhill Asset Management
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Choice Equities
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
- Grandeur Peak Global Advisors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Grey Owl Capital Management
- Halvio Capital
- Hayden Capital
- Heartland Advisors
- Hoisington Investment Management
- Horizon Kinetics
- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
