We often see insiders buying up shares in companies that perform well over the long term. Unfortunately, there are...
Essent Group Ltd. Schedules Second Quarter Earnings Conference Call For August 7, 2020
How do you pick the next stock to invest in? One way would be to spend days of research browsing through thousands of publicly traded companies. However, an easier way is to look at the stocks that sm
Update to my outlook for default rates based on the latest data. Assessing a conservative downside case. Despite it being a volatile week for mortgage insurers,
Is Essent Group (ESNT) a great pick from the value investor's perspective right now? Read on to know more.
An update on mortgage forbearance and default trends. Estimating peak default rates based on what we now know. Impact to the mortgage insurer fair value estimat
At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in (Recession is Imminent: We Need A Travel Ban NOW).
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