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
Prepared Remarks on X
$orcl https://t.co/HOAjwCSFxD
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
When does McDonald’s $MCD become a buy? I estimate $100 billion of real estate here on a $180 billion market cap and $220 billion enterprise value. Trades at like 15x EBITDA. I usually look at small companies but some of these larger ones are looking interesting. https://t.co/RnRauvu28K
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.
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $487B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
- Janus Henderson Investors July 2026 KLAC $243BMCK $104B
- Asset Value Investors Ltd July 2026 4549 $498M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
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Seeking Alpha 29 of 159
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LL Insights
Marc Gerstein
Mike Zaccardi, CFA, CMT
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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
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Value Capital Research
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⚽️📡
💥PETITION💥
A Capital
AltayCap
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BDC
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Broken Moats
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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
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Negligible Capital
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Odd Lot Arbitrageur
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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
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- Baron Funds
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- Biglari Holdings
- Bireme Capital
- Bristlemoon Capital
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- Cedar Creek Partners
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- Distillate Capital
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- Donville Kent Asset Management Inc.
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- Fred Alger Management, LLC
- Giverny Capital
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- 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
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- Markel Group
- Massif Capital
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- Merion Road Capital
- Myrmikan Capital, LLC
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- Oakmark Funds
- Palm Harbour Capital
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- Patient Capital Management
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- 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.
