CRBG
2 tracked calls · 1 long · 1 short · last 90d: 1L/0S
first called by Jordi Visser 4mo ago
LONG1mo ago
“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
$31.78+8.14%
since call Jun 15
peak +10.9%
SHORT4mo ago
“Life insurers will be part of this. They hold more private credit than ever. And again, most of the private equity companies have captive insurers.”Jordi Visser
Life insurers hold more private credit than ever, so their stocks break down as those loans sour
CRBGSHORT@ $22.88
$31.78-38.92%
since call Mar 22