 A Message From Brownstone Research Dear Reader, Do you hold any of these AI stocks? 
Wall Street insider Jason Bodner — the man who called Nvidia at $4.50 — says today’s AI stocks are about to hit a wall. And a completely different group of AI firms… names Wall Street is starting to ignore… are about to take off. This has nothing to do with SpaceX… A new chatbot… Autonomous robots… Or anything you’re likely hearing about. It has to do with a brand-new “light-speed” device turning AI as we know it into “Accelerated AI”… Making it 100 times faster… And 100 times more energy efficient — right here, on Earth. Already, some of the biggest tech investors like Elon Musk, Mark Zuckerberg, Cathie Wood, and Bill Gates are moving money into it. Just to name a few… They’re all moving money to prepare for what’s coming. But you won’t hear anything about it in the mainstream news… In fact, TV pundits spent most of this past year talking about AI worries and its “existential risk” to jobs… Or arguing whether we’re in an AI bubble and when it would pop… That’s why most Americans won’t see it coming until it’s too late. Don’t be one of them… Because if you’re holding the wrong AI stocks when “Accelerated AI” goes mainstream… You could spend the next decade just trying to claw back to even… But if you make the one move Jason reveals in this urgent video message… The next 12 to 24 months could hand you bigger gains than the entire AI boom of the last three years. Click here to hear the full story and get ahead of the crowd. But hurry, because this opportunity won’t stay hidden much longer. We have so much to look forward to, Jeff Brown
Founder & CEO, Brownstone Research P.S. Jason also shares details on 10 popular AI stocks he says you must dump before this shift goes mainstream. Names sitting in millions of 401(k)s, IRAs, and brokerage accounts. Click here to see if yours made the list.
Today's Exclusive News
3 Nimble Free Cash Flow Names With Light AssetsReported by Nathan Reiff. Originally Published: 9/18/2026. 
Key Points
- Ryan Specialty, Kinsale Capital, and Casey's General Stores may benefit from a market shift favoring asset-light, services-oriented businesses with strong free cash flow.
- Ryan Specialty posted Q2 2026 revenue of $917 million, up 7.2% year over year, and has sustained organic growth above 10% for several years.
- Kinsale Capital maintains a combined ratio below 80% and expanded its buyback program by $250 million, while Casey's revenue grew 24% year over year with analysts largely rating it a Buy.
- Special Report: Rickards Predicts: Trump to buy tiny $2 stock?
In the current market cycle, growing momentum may favor companies that are more services-oriented than product-focused and, consequently, asset-light while generating solid free cash flow. Consider companies in the software, financial services, insurance, and health care services industries. These businesses typically earn fees or margins from transactions that do not require physical production. They can also convert a large share of their revenue into free cash flow because they generally require less capital equipment. Three companies in particular may fit this profile and could therefore be poised for success as the market shifts. Ryan Specialty Holdings Inc. (NYSE: RYAN), Kinsale Capital Group Inc. (NYSE: KNSL), and Casey’s General Stores Inc. (NASDAQ: CASY) may be nimble enough to grow revenue while keeping costs and asset requirements relatively low. Each achieves this through different mechanisms and in a different industry. Ryan Specialty Is an Insurance Industry Standout
Ryan Specialty is an insurance broker and managing general underwriter that earns commissions by placing complex risks with insurance carriers on behalf of brokers. Crucially, Ryan does not take on insurance risk itself. The company specializes in cyber policies, professional liability programs, and similar coverage needs. Recent financial performance confirms that this strategy has paid off. Ryan's Q2 2026 results exceeded expectations on multiple metrics, including revenue of $917 million, up 7.2% year over year (YOY), and adjusted earnings per share (EPS), which climbed more than 12% over the same period. The company's consistency is also key. It has delivered organic revenue growth of more than 10% for several consecutive years, while adjusted EBITDA margins have expanded as the business has scaled. Importantly, the specialty insurance industry has provided an essential tailwind. Ryan Specialty's corner of the market has represented a growing share of total U.S. property and casualty insurance premiums for several years. When standard carriers decline risks, Ryan can make money by helping place them elsewhere. Ongoing challenges, including climate risk, cyber concerns, artificial intelligence, and the Iran conflict, have all increased Ryan's usefulness. Kinsale Capital Makes a Mark on the Underwriting Portion of InsuranceWhile Ryan Specialty operates on the distribution side of the specialty insurance landscape, Kinsale focuses on underwriting. The company uses proprietary data and analytics to operate more quickly and accurately than its competitors, allowing it to compound book value at more than 25% for five consecutive years. For underwriters, the combined ratio is a critical measure of profitability, and Kinsale's has consistently been below 80%. This means it retains more than 20 cents from every premium dollar as pure underwriting profit. The company has also performed well recently in investment income, which climbed almost 20% YOY in the latest quarter. This allowed Kinsale to expand its buyback program by $250 million, bringing the total shareholder return in this latest round to $337 million. Kinsale is not without risks. The geopolitical complexities and other concerns affecting Ryan also expand the set of risks Kinsale faces. However, the companies are not competitors but rather co-participants in the same insurance ecosystem, meaning investors can own both without worrying about them taking business from one another. Casey's Is a Free Cash Flow Compounder in RetailIt may seem counterintuitive to include a company operating 2,700 convenience stores in a list of asset-light, free cash flow winners. However, Casey's General Stores may be a name to consider, albeit a surprising one. The company has unique ways of generating profits. Its prepared-food business, for example, has excellent margins comparable to those of leading fast-food companies. It also benefits from a strong loyalty program and enviable customer retention. Casey's financial performance demonstrates its strength in the retail space. Revenue surged 24% YOY last quarter, while same-store inside sales climbed 6.5%. Rewards-member transactions increased 14% as the company's digital loyalty program thrived. Even after a recent sell-off, shares remain up about 10% year to date (YTD), and the stock climbed more than 30% during the first half of the year. The company also stands out among many retail competitors for analysts' optimism about its future stock performance. Notably, 15 out of 21 consider it a Buy, and Wall Street sees more than 38% potential upside. Both are signs that Casey's may be able to navigate successfully through a landscape that has been punishing for many retailers. . |
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