As usual Bruce Berkowitz and Fairholme Funds do an excellent job outlining the investment thesis for AIG which is probably our number one idea right now at TTCM. Very few fund managers are as comfortable going against the grain as Berkowitz is, and I really admire that quality in addition to his phenomenal analysis.
http://www.fairholmefunds.com/pdf/CaseStudyII.pdf
Here is the article we produced recently on AIG http://seekingalpha.com/article/453981-aig-is-too-good-a-long-term-idea-to-pass-up
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