Shares of Apollo Global Management, Inc. ( APO ) have been a poor performer over the past year, losing about 20% of their value. While the company continues to report excellent fundraising results, concerns about private equity and credit, with new concerns about the software sector, haveOver 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 ...

Core Viewpoint - F&G Annuities & Life (FG) shares have underperformed, losing approximately 30% of their value over the past year due to concerns about capital allocation and private credit exposure [1] Company Performance - The stock faced initial challenges in 2025 related to capital allocation, which negatively impacted its performance [1] - Recent fears regarding the company's exposure to private credit have further contributed to the decline in share value [1]

Core Viewpoint - Invitation Homes (INVH) shares have underperformed over the past year, losing approximately 15% of their value due to concerns regarding declining home prices and weak rental inflation [1] Company Performance - The stock has faced challenges attributed to macroeconomic factors affecting the housing market, particularly lower home prices and rental inflation trends [1] Investment Insights - The analysis suggests a contrarian approach may be beneficial, focusing on macro views and specific turnaround stories to achieve favorable risk/reward profiles [1]

Core Viewpoint - Equitable Holdings (EQH) has shown modest performance over the past year, with a gain of approximately 4% [1] Group 1: Company Performance - The company is actively repurchasing stock and has undergone a significant reinsurance transaction to transform its business [1] - Mixed results have been observed throughout the year, indicating variability in performance metrics [1] Group 2: Analyst Insights - The analyst has over fifteen years of experience in making contrarian bets based on macro views and stock-specific turnaround stories [1] - The focus is on achieving outsized returns with a favorable risk/reward profile [1]

Core Viewpoint - Pool Corporation (POOL) has experienced a significant decline in share value, losing 37% over the past year due to a weak pool construction market and consumers postponing expensive discretionary purchases [1] Company Performance - The company's stock performance has been poor, with a 37% decrease in value over the last year [1] Market Conditions - The pool construction market remains persistently weak, impacting consumer spending on discretionary items [1]

Core Viewpoint - Shares of Church & Dwight Co., Inc. (CHD) have underperformed over the past year, losing approximately 20% of their value due to high multiples, concerns over tariff costs, and subdued consumer spending [1] Company Performance - The stock has been negatively impacted by a high valuation multiple, which has contributed to its decline [1] - Concerns regarding potential tariff costs have also weighed on the stock's performance [1] - A general trend of muted consumer spending has further exacerbated the challenges faced by the company [1]

Core Viewpoint - Shares of Church & Dwight Co., Inc. (CHD) have underperformed over the past year, losing approximately 20% of their value due to high multiples, concerns over tariff costs, and subdued consumer spending [1] Company Performance - The stock has been negatively impacted by a high valuation multiple, which has contributed to its decline [1] - Concerns regarding potential tariff costs have also weighed on investor sentiment [1] - A general trend of muted consumer spending has further exacerbated the company's stock performance [1]

Core Viewpoint - NMI Holdings (NMIH) has shown modest performance over the past year with a gain of only 1%, but it is growing more quickly compared to other mortgage insurers, resulting in a smaller legacy portfolio of low-risk policies [1] Company Performance - NMIH's stock performance has been relatively stable, gaining just 1% over the past year [1] - The company is experiencing faster growth compared to its peers in the mortgage insurance sector [1] Portfolio Analysis - NMIH maintains a smaller legacy portfolio of low-risk policies, which may contribute to its growth potential and risk profile [1]

Core Viewpoint - American Homes 4 Rent (NYSE: AMH) has experienced a decline of approximately 16% in value over the past year, raising investor concerns regarding home values and rental inflation due to signs of weakening shelter demand [1] Company Performance - The company has been identified as a poor performer in the market, with a significant loss in value over the last year [1] Market Concerns - Investors are increasingly worried about the implications of declining home values and rising rental inflation, which are contributing to a perceived weakening in shelter demand [1]

Core Insights - KKR & Co. Inc. has shown strong performance over the past year, with a gain of over 30% [1] - The company's growth has been supported by rising market levels, which have positively impacted its assets under management (AUM) [1] - Recent regulatory actions have increased optimism regarding potential fund flows, contributing to the rise in share prices [1] Company Performance - KKR's stock performance reflects a significant increase, attributed to favorable market conditions [1] - The increase in AUM is a direct result of the overall market uptrend, enhancing the company's financial standing [1] Market Sentiment - Regulatory developments have fostered a more positive outlook for the company, suggesting potential for increased investment inflows [1]