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 $75BAIG $40B

Steve Eisman Sep 7 7 clicks

Sep 7 TGLS $1.6B

WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines

Ian’s Insider Corner 3 clicks

Sep 7 UBER $142B

A quick update on Deep Dives

MBI Deep Dives 5 clicks

From X

@cfrischer1 Jul 17

Charles Frischer on X

$NN I would like to see the company come out in full support of this NPRM. I think they would send the message this is good for NN, the country and consumers. Patience is being required but will be rewarded at the end of the process.

@cfrischer1 Jul 17

Charles Frischer on X

$NN While there have been delays in approval, the value of the spectrum continues to rise everyday. NN owns a valuable asset and shareholders should likely be very happy at the end of the process.

@cfrischer1 Jul 17

Charles Frischer on X

$NN The FCC yesterday issued an NPRM to allow Part 15 devices to use the 900 Mhz band in space. Capstone claims this is bad news for NN. I think this is actually great news for NN. The FCC is looking to have an active 900 MHz band, including the NN spectrum.

@cfrischer1 Jul 17

Charles Frischer on X

$NN I suggest folks read the NPRM. It provides the same protections to Part 15 as they already have for terrestrial spectrum, no more, no less. NN is absolutely confident through the testing done to date that we don't create harmful interference. And we won't with satellite uses.

@cfrischer1 Jul 17

Charles Frischer on X

@sScCrRaAbBLLeE @snack8812 $NN Dell, I am still long and strong on NN. Clearly I wish we had made the blog this week, but I think we are still a priority of the FCC. Based upon what I know right now, I think we should be on the blog in the next month or two. I agree it has taken longer than we would like.

@RagingVentures Jul 16

Raging Capital Ventures on X

Daniel Loeb-esque activism at $CODI by @Adam_Wyden The review of the board members in the second half of the letter is quite something Full letter: https://t.co/l10bkeYPOp https://t.co/slHEIjmDmT

@BlueDuckCap Jul 16 1 click

BDC on X

$NFLX incremental margins are 28%, down from 36% in Q1. Tech spend up 22%. Fastest growth in that opex line in many quarters. Incremental margins will improve in 2h, but beyond that, with more live events (expensive sports rights) and investment in short-form, on top of the usual long form scripted, I think there's risk to the pace of operating leverage going forward and thus investors will have less confidence in what has historically been a solid margin expansion story.

@TimyanBankAlert Jul 16 1 click

Timyan Bank Alert on X

$CSHX https://t.co/TQlWNlthEy

Celsius: The Pepsi Put

Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…

CELH $7.2BPEP $179B

TSOH Investment Research Sep 7 8 clicks

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

On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…

ONON $10B

Substack von Philipp Sep 7 5 clicks

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…

AMZN $2.7TCOIN $52B

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

AppLovin Deep Dive: Not A No Brainer

AppLovin is down 48% YTD after its first guidance miss, with revenue 1% below expectations and EPS 2.5% short, reviving fears of an adtech…

APP $104B

Capitalist Letters Sep 6 6 clicks

Amazon’s AI Economics

Amazon combines AWS AI infrastructure, model-company stakes and retail automation, with AWS targeting $1 trillion in annual revenue over…

AMZN $2.7T

Modern Value Investing Sep 6 7 clicks

SSR Mining: The Cash Is In, And Shares Are Still Cheap

SSR Mining holds $1.8 billion cash with no debt after exiting Turkey, while higher costs persist.

SSRM $7.8B

The Supercycle Investor Sep 6 2 clicks

When Anyone Can Make a Movie, Netflix Still Wins

Netflix’s roughly $20 billion content budget can become an editorial advantage as generative AI cuts production costs and floods viewers…

NFLX $511B

Bearhold Research Sep 5 8 clicks

Wells Fargo: Stick To High-Yield Preferred Shares During Interest Rate Volatility

Wells Fargo Series L preferred shares yield 6.55%, with preferred dividends consuming 4% of Q2 2026 profit and no call risk.

WFC $249B

The Investment Doctor Sep 5 1 click

Bypassing RevenueBench to Buy the Feedback Loop

Meta’s free model strategy lifted OpenCode token share from 25% to 40%, building coding-data feedback loops and reducing reliance on…

META $2T

MBI Deep Dives Sep 5 2 clicks

LZ · long

Legalzoom.com INC

LegalZoom trades near all-time lows as AI adoption is positioned to accelerate growth.

LZ $963M

Value Investors Club Jun 9

RBC Bearings Has Fallen Enough To Shift Gears (Rating Upgrade)

RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…

RBC $16B

Daniel Jones Sep 6 1 click

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

OpenAI's potential failure could expose the US economy's growing dependence on AI capital spending, according to Steve Eisman.

NVDA $5.4TMETA $2T

Steve Eisman Sep 4 19 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

Spare a Thought for Broadcom Shareholders

Broadcom’s FY2028 revenue estimate rose from $162 billion to about $270 billion and EPS from $17.60 to $30, while the stock remained flat…

AVGO $1.7T

MBI Deep Dives Sep 4 10 clicks

Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)

Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.

EQNR $104B

Zoltan Ban Sep 4 4 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 $7.2BCOST $398B

TSOH Investment Research Sep 4 5 clicks

[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 $44BCRM $194B

scuttleblurb Sep 3 24 clicks

Intuit: The Recovery Is Only Beginning

Intuit targets 9.1% FY2027 revenue growth and 23% EPS growth after Q4 revenue rose 13.7%, supported by Global Business Solutions, Credit…

INTU $74B

Treading Softly Sep 3 5 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 $98B

First Strike Research Sep 3 16 clicks

Monday, September 7, 2026

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

Charles Frischer on X

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