For those who have followed us for some time, you know that we are big fans of Bruce Berkowitz and his investment style.  He is probably the guy we have the most in common with in terms of our stock selection process.  Last year was a tough year for him, but while investors in his...Read More

Below is a research report on one of our favorite stocks, AGO. http://seekingalpha.com/article/996601-assured-guaranty-is-an-undervalued-diamond-in-the-rough INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

One of Bruce Berkowitz’s most controversial positions is MBIA.  This is the bond insurance company which has had its ratings dramatically reduced and is engulfed in several significant lawsuits which should have a material impact on the business, and in turn the equity of the company.  Below is Berkowitz’s investment thesis on the company.  At...Read More

T&T Capital Management has previously profiled Assured Guaranty (AGO) as one of our favorite investment opportunities. http://seekingalpha.com/article/803261-update-assured-guaranty-is-an-undervalued-diamond-in-the-rough The Street reports on an email exchange where famed distressed investor Wilbur Ross identified his investment in AGO as being his best risk/reward opportunity.  Enjoy the article: http://www.thestreet.com/story/11667780/1/wilbur-ross-stays-bullish-on-assured-guaranty.html?puc=yahoo&cm_ven=YAHOO INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR...Read More

http://seekingalpha.com/article/803261-update-assured-guaranty-is-an-undervalued-diamond-in-the-rough INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Despite cities such as Stockton making headline news for refusing to honor its debt obligations, the number of defaulted municipal issuers is actually down by 32% from the first half of 2011.  The total dollar amount of defaulted muni bonds is down to $800 million from $1 billion over the same time period last year....Read More

In very encouraging news for the municipal bond sector, the amount of insured municipal bonds jumped 60% in the first quarter of 2012 from a year ago, to $3.7 billion.  One of T&T Capital Management’s core positions is in Assured Guaranty (AGO) which is really the only bond insurer writing new business. http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-rough The only...Read More

Assured Guaranty (AGO) does a wonderful job replying to Moody’s (MCO) recent announcement that they are evaluating a potential downgrade of the bond insurance company.  In the presentation the company makes a variety of salient points relating to the record of profitability under unprecedented market stress, to the continuing ability to write higher margin business...Read More

Distressed investor Wilbur Ross is one of the truly great contrarian investors and in this interview he gives his insight in marine transport, shale gas, among other topics.  Ross also has large investments in the bond insurer Assured Guaranty (AGO) and Bank of Ireland (IRE).  He looks at investments from a much longer perspective than...Read More

In the reps and warranties case including MBIA and Bank of America, a judge has increased the chances for a settlement by ruling that Bank of America CEO Brian Moynihan must testify.  I think it is in both companies interest to settle this case as MBIA needs the cash flow, and Bank of America needs...Read More