Arch Capital: Hurricane Fears And M&A Concerns Are Likely Overdone

Shares of Arch Capital Group (NASDAQ: ACGL ) have been a modest performer over the past year, gaining just 7% with the stock down over 15% in recent weeks given concerns about losses from Hurricanes Helene and Milton. This downdraft has caused sharesOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just ...