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“Aflac … you have a sell rating, 16 times, unusual for your sector.”
@The Real Eisman Playbook · Tom Gallagher
Aflac is overvalued at 16x while the whole life sector trades 4-9x, hence a sell.
AFLSHORT@ $118.99
$129.09-8.49%
since call Jun 15
“for the companies that don't, like Lincoln, no longer that risky anymore … they've shrunk the size of the truly toxic SGL”
@The Real Eisman Playbook · Tom Gallagher
Lincoln at 4.6x earnings is mispriced after de-risking its toxic SGUL book; rerate higher.
LNCLONG@ $38.46
$45.42+18.10%
since call Jun 15
peak +22.3%
“Equitable CoreBridge, they've really de-risked themselves. Like they should be pursuing a path of much greater share repurchase.”
@The Real Eisman Playbook · Tom Gallagher
CoreBridge and Equitable have de-risked but underuse a free ROI home run: aggressive buyback.
CRBGLONG@ $29.39
$31.66+7.72%
since call Jun 15
peak +10.9%
“And they chose the latter.”
@The Real Eisman Playbook · Tom Gallagher
Merged Equitable leans into AB growth and efficiency, not riskier spread, so the fee-heavier mix re-rates EQH higher.
EQHLONG@ $45.35
$48.39+6.71%
since call Jun 15
peak +10.7%
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