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LNC
LNC
1 tracked call ·
1 long
·
0 short
· last 90d: 1L/0S
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first called by
The Real Eisman Playbook
1mo ago
LNC
LNC
LONG
1mo ago
“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.
LNC
LNC
LONG
@ $38.46
$44.98
+16.97%
since call Jun 15
peak
+22.3%
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