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AIG
I found a wonderful article on the famous and enormously successful value investor Howard Marks that I thought would be helpful to pass on to you.  The current stock market is filled with media and speculator darlings such as Tesla, 3D Systems, Facebook and LinkedIn.  There are numerous other stocks trading at absurd earnings multiples...
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Fairholme Funds and Bruce Berkowitz had another fabulous year in many of the same positions that we are heavy in at T&T Capital Management (TTCM).  He has large positions in AIG, Bank of America and Sears Holdings to name a few.  I found it very interesting that he mentioned his appraisal of Sears’s NAV to...
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Today is a big day for AIG as it finally was able to unload its aircraft leasing company ILFC to AerCap Holdings (AER).  AIG is getting about $3 billion in cash and now the company will get about a 46% stake in the combined company.  AER is up big today on the deal, which benefits...
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Below is our most recent research report on AIG.  The stock sold off a little bit after earnings results but is still highly attractive in our estimation.     http://seekingalpha.com/article/1829992-ignore-wall-street-analysts-aig-is-still-a-compelling-value
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Here is Tim Travis’ research report on Assured Guaranty (AGO) on Aug 21st 2013.   http://seekingalpha.com/article/1649922-assured-guaranty-value-investing-101
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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-potential
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Here is Tim Travis’ research report on American International Group (AIG) on May 5th 2013.   http://seekingalpha.com/article/1403001-aig-americas-comeback-story-is-just-getting-started
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Here is Tim Travis’ research report on American International Group (AIG) on Feb 22nd 2013.   http://seekingalpha.com/article/1218161-aig-offers-extreme-upside-with-margin-of-safety
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Here is Tim Travis’ research report on American International Group Inc. (AIG) on Dec 17th 2012.   http://seekingalpha.com/article/1068791-america-loves-comeback-stories-and-there-is-none-greater-than-aig
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Here is Tim Travis’ research report on American International Group (AIG) on Nov 5th 2012.   http://seekingalpha.com/article/978591-aigs-price-decline-offers-excellent-entry-point
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