Shares of MGIC Investment Corporation (NYSE: MTG ) have been an excellent performer over the past year. Shares are up 27% and back within a couple percent of their 52-week high. Its business has no direct exposure to tariffs. With home prices elevatedOver 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, jus ...