Trupanion ($TRUP) podcast mentions
Timestamped Trupanion ($TRUP) mentions across our podcast corpus.
So at your former firm, you had a sell rating. You currently have a neutral rating. I've been short this thing for years. Trupanion is an animal health insurance company. What are you thinking these days about Trupanion?
Steve Eisman · The Real Eisman Playbook · P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74 · 2026-09-07I have no complaints about Trupanion as a company. They pay. They're honorable.
Steve Eisman · The Real Eisman Playbook · P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74 · 2026-09-07And we're back. So a couple of lessons here. The personal lines, he's, I think the way I heard him, he's pretty negative about it. You know, we talked about Progressive and he pointed out that the new technology in cars is causing accident rates to really collapse, which is causing pricing to go down. That may not change anytime soon. So, I walked away from this being more negative on personal lines than I thought. On the commercial lines, we're definitely going through a cycle of pricing weakness, which generally means you don't want to own the whole group. But he does like AIG because it's really a kind of a self-help story where the stock is really, really cheap. We talked about the insurance brokers. I didn't feel like there was much to do there, at least not yet. And then we touched on a couple of specialty names like Trupanion, where I'm extremely negative. He's somewhat negative, but not as negative as me. And then we talked about a company called Kinsale, which I think could be a problematic company, but Ryan actually thinks it's not a bad company as well. So I learned a lot from the interview. I think you did too. And, uh, we'll see you soon. This podcast is for informational purposes only and does not constitute investment advice. The host and guests may hold positions in stocks discussed. Opinions expressed are their own and not recommendations. Please do your own due diligence and consult a licensed financial advisor before making any investment decisions. Have you heard that McDonald's Spicy Chicken McNuggets, made with spicy tempura and a blend of aged cayenne, are back? Remember to grab a few extra napkins.
Steve Eisman · The Real Eisman Playbook · P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74 · 2026-09-07