RenaissanceRe: Resilient Despite Wildfires But Hurricane Season Looms
Shares of RenaissanceRe (NYSE: RNR ) have been a solid performer over the past year, adding about 10%. Still, the stock is down over 10% from its highs before the California wildfires increased loss expectations. Q1 results showed the damage created by these fires, thoughOver 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 questio ...