NMI Holdings: Solid Q3 But Home Price Exposure Limits Upside (NASDAQ:NMIH)

Shares of NMI Holdings ( NMIH ) have been a modest performer over the past year, gaining just 1%. Relative to other mortgage insurers, it has been growing more quickly, and as a result, it has a smaller legacy portfolio of low-risk policies. This likely makes itsOver 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 ...