Boz George
Analyst
KBW
Equibles does not estimate personal net worth.
About Boz George
Boz George is recorded as Analyst at KBW. Boz George has spoken on 17 earnings calls and 1 other investor event across 14 companies, most recently for Essent Group Ltd. on November 6, 2026. Those appearances were for Dynex Capital Inc (DX), First American Financial Corp (FAF), Mfa Financial, Inc. (MFA), Stewart Information Services Corp (STC), Essent Group Ltd. (ESNT) and 9 other companies. The companies whose calls Boz George spoke on are classified in the Real Estate and Financial Services sectors.
Boz George on recent calls
“Just a couple of bookkeeping questions for me. What was the share repurchase activity just in October?”
“You guys have obviously done well in terms of performance, so the stock's done well, and it's trading, it's like 126 of book value. Does that play into how you view capital returns as sort of a breakout between dividends and buybacks?”
“You noted just that there's, on the refinance recapture loans, there's no consumer, no customer acquisition cost. Just wanted to, how do you guys think about the CAC on purchase loans that you acquire, you know, through Redfin or Compass?”
“The 6% increase you noted on the purchase ARPO seems a lot higher than sort of HBA itself would imply. Or is there more activity just on the higher end of the market or any discolored add on that?”
Affiliation history
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KBW
Analyst
Transcript header (unverified)
Current
Company network
Insurance - Specialty · Financial Services
Insurance - Property & Casualty · Financial Services
ESNT
Insurance - Specialty · Financial Services
Insurance - Specialty · Financial Services
Mortgage Finance · Financial Services
Insurance - Specialty · Financial Services
NMIH
Insurance - Specialty · Financial Services
RDN
Insurance - Specialty · Financial Services
RITM
REIT - Mortgage · Real Estate