Shares of Radian Group ( RDN ) have been a moderate performer over the past year, gaining about 5%. We have seen shares pull back about 9% from their recent highs in September, following the announcement of a transformative acquisition, amid increasing concerns about the trajectoryOver 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 ...