Assured Guaranty (AGO) has been a wonderful investment for myself and clients of T&T Capital Management.  The municipal bond insurance industry is extremely confusing and it has taken a ton of work to really understand the complexities and nuances of the accounting treatment.  Basically, GAAP accounting is extremely limited and operating metrics tend to provide...Read More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on Aug 21st 2013.   http://seekingalpha.com/article/1649922-assured-guaranty-value-investing-101Read More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on May 13th 2013.   http://seekingalpha.com/article/1428611-assured-guaranty-aggressive-stock-buyback-at-discount-to-net-asset-value-will-be-hugeRead More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on Feb 8th 2013.   http://seekingalpha.com/article/1169351-assured-guaranty-resolution-of-uncertainties-should-continue-to-improve-stock-priceRead More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on Nov 9th 2012.   http://seekingalpha.com/article/996601-assured-guaranty-is-an-undervalued-diamond-in-the-roughRead More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on Aug 13th 2012.   http://seekingalpha.com/article/803261-update-assured-guaranty-is-an-undervalued-diamond-in-the-roughRead More

Here is Tim Travis’ research report on Assured Guaranty (AGO) on April 3rd 2012. http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-roughRead More

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