Shares of American Financial Group (NYSE: AFG ) have been a modest performer this year, trading essentially flat, though it has paid special dividends. Shares are down over 15% from their highs in late 2024, and increasing worries about P&C premium inflation have weighedOver 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 ...