Monday, September 7, 2026

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.

TRV $79BAIG $39B

Steve Eisman Sep 7 6 clicks

Sep 7 CELH $7.1B

Celsius: The Pepsi Put

TSOH Investment Research 7 clicks

Sep 7 ONON $9.9B

On Holding $ONON: I Bought the Shoes First, Then the Stock

Substack von Philipp 5 clicks

From X

@BlueDuckCap Aug 27 1 click

BDC on X

Subs are the $SNAP inflection nobody has cared about, yet: H/T @Jack64128896 for the find on memories https://t.co/c5FVBZfK4c

@John_Hempton Aug 27

John_Hempton on X

@AMCOracle I get it. Apes think I am stupid. Buy more $AMC. It is good to trade against stupid people.

@negligible_cap Aug 27

Negligible Capital on X

Not only are $IGV and $SOXX both green today, but $IGV just flipped positive YTD, led higher by $CRM up 20%, and cybersecurity names ripping after $CRWD and $OKTA Software and Semis are friends again https://t.co/pYgkP9Rtsw

@KEDM_COM Aug 27

KEDM.com on X

Versant $VSNT, a recent Comcast spin now seems to have found its way up. Weak price action though since the spin on classic spin dynamics, a ‘melting ice-cube’ narrative, and (we think) mainly index selling (it isn’t in the S&P500). A reminder that Versant owns CNBC and some other networks. With a $5.3bn market cap, roughly $2bn net debt, and $1.0-1.5bn free cash flow generation per year, the ‘bet’ here is that you will get your money back in 5-6 years. Imagine if FCF stabilizes. And Versant seems confident, launching a $1bn share buyback, almost 20% of the current market cap.

@stockgutter Aug 27 1 click

SG on X

$MRNA offering $2B of Rule 144 convertible notes but says conversion price tbd. No 8-K so far. Great governance, guys. Keep up the insider sales. https://t.co/JK9PyjstS4

@pennycheck Aug 27 2 clicks

⚽️📡 on X

$SRAD already has deep partnership with Kalshi now adds poly Every other competitor will likely have to follow suit to keep up https://t.co/4zOwxX7fKZ

@pennycheck Aug 26 1 click

⚽️📡 on X

$OKTA and $CRWD confirmed the agentic inflection has officially begun https://t.co/p9lToGNBvH

@negligible_cap Aug 26

Negligible Capital on X

@PumpCapitalLLC Yeah $CASY rocks. About the closest you can get to a public Bucky’s

Preview of the Week Ahead: W/C September 7, 2026

U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its…

COIN $51B

SixSigmaCapital: Navigating the Financial Markets Sep 6 2 clicks

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…

XE $4.7B

Simple Investment Ideas Sep 6 2 clicks

The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does

Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…

RYN $6B

The Value Road Sep 4 27 clicks

TSOH Weekly Roundup (09/04/2026)

TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…

CELH $7.1B

TSOH Investment Research Sep 4 5 clicks

The Afterburners Could Kick In Soon On Southwest Airlines Stock - Rating Upgrade

Southwest Airlines is adding ancillary fees, assigned seating and premium products after a 6.7% Q2 adjusted operating margin, targeting up…

LUV $20B

Tim Dunn Sep 4

[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA

Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety,…

VEEV $42B

scuttleblurb Sep 3 24 clicks

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.

CME $99B

First Strike Research Sep 3 14 clicks

Selling Where They Ain’t

Dollar General’s Q2 FY26 comparable sales rose 3.5%, beating Walmart U.S.

DG $28B

TSOH Investment Research Sep 3 1 click

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…

DASH $84B

MBI Deep Dives Sep 2 5 clicks

IREN's Customers Are Starting To Fund The Build

IREN’s AI contracts now include customer prepayments covering 45% to 55% of GPU CapEx, while three-year pricing has risen 125% since…

IREN $19B

Quantryon Capital Sep 2 5 clicks

SPSC · long

Sps Commerce INC

SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.

SPSC $2.9B

Value Investors Club Jun 8

LTC Properties Upgraded To Buy, A Monthly Income Opportunity Driven By Senior Care (Rating Upgrade)

LTC Properties’ shift toward independent and assisted living supports FFO growth and monthly dividends, while operator concentration and…

LTC $2.3B

Albert Anthony Sep 5

Top 8 Rebound Stocks for Sep’26

Genuine Parts Company is one of eight potential rebound stocks on RC’s September 2026 watchlist.

GPC $18B

Rebound Capital Sep 2 2 clicks

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…

RDDT $29B

Krzysztof Bogdanski Sep 2 4 clicks

Lumen Technologies - Accumulate $6-$8.30; STP<$6; PT >$12 - Q2 FY12/26 & Outlook

Lumen is shedding consumer lines for data-center services; $9.2 billion of deferred revenue, up 72%, supports its enterprise order book…

LUMN $6.7B

Cestrian Capital Research. Sep 1

MDA Space: Houston, We Have a New Position

MDA Space is added to the Aurelion Index after hiring engineers, signing large contracts and expanding facilities; the thesis cites…

MDA $5.2B

Aurelion Research Sep 1 5 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…

EL $36B

Ian’s Insider Corner Aug 31 1 click

[WAY – Waystar] Healthcare is a very complicated invoice

Waystar sells revenue-cycle software for a US claims process where roughly 18% of submitted claims are initially denied and healthcare…

WAY $4.9B

scuttleblurb Aug 31 5 clicks

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…

HPE $81B

Deep Value Investing Aug 31 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.

DLTR $21B

TSOH Investment Research Aug 31 1 click

Monday, September 7, 2026

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