The Real Eisman Playbook/
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
Ryan Tunis lays out why he is cautious on personal auto and more selective in commercial P&C, arguing that pricing, claims frequency, and the current cycle favor certain names over others. He is more constructive on insurance brokers and sees AIG as the clearest self-help story, while remaining skeptical on Trupanion and wary of Kinsale’s cyclical risks.
