Hello Everybody, Yesterday I was reading an interesting in interview with Bill Ngyren who is a famous value investor that runs Oakmark.  Ngyren’s funds are also invested in AIG as well as a few other financials similarly to how we’ve been invested for years now.  His rationale is not much different than mine, but I...Read More

Read our latest research report from Chief Investment Officer Tim Travis on American International Group (AIG). AIG – P&C Underwriting Profit Augurs Well For AIGRead More

Below you’ll find a link to today’s recorded webinar.  I’d strongly suggest that you take the time to watch it.  It is very important to understand that most of the market is extremely expensive and risky.  This is the case in both equities and fixed income.  Over the short-term, it is impossible to know what...Read More

Read our latest research report from Chief Investment Officer Tim Travis on American International Group Inc. (AIG)   American International Group Inc. – Extraordinary Value in a Subpar Investment Environment  Read More

Hello Everybody, Value investing is all about understanding the fundamentals of individual businesses and buying them at large discounts to intrinsic value.  Short-term swings are completely irrelevant to this type of investment strategy.  In a market where almost everything is expensive and unattractive, this is one of the most obvious irrationalities I’ve ever seen and...Read More

Hello Everybody, For those of you that have been with me for years, you are likely aware that one of my favorite investment managers is Bruce Berkowitz of Fairholme Funds.  This is a guy with one of the best long-term track records of any investor and like us, he takes relatively concentrated positions on out...Read More

Hello Everybody, January has been a month of extreme volatility in everything including stocks, bonds, commodities and currencies.  Historic moves have occurred causing massive distortions throughout financial markets.  For instance; to deposit money at the German or Swiss central banks’, the depositor has to pay the bank.  Earnings season started with financials selling off and...Read More

Read our latest research report from Chief Investment Officer Tim Travis on American International Group (AIG).   AIG – Large Discount to Intrinsic Value, P&C Business Needs to DeliverRead More

Assured Guaranty (AGO) has been a pillar investment for first myself in 2009 and T&T Capital Management since its founding in late 2011.  For an example of our investment thesis please review this article I wrote in 2011: http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-rough. Due to record low interest rates, municipal bond insurance market demand has declined, which has reduced...Read More

Here is Tim Travis’ research report on American International Group (AIG) on Aug 20th 2013.   http://seekingalpha.com/article/1646522-aig-continues-to-offer-robust-upside-potentialRead More