Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]
Yesterday, I posted the bear case for AGO. Today, I wanted to dive into the bull cases. Just a quick summary of the bear case before we dive in: AGO is a financial guarantor. Your big worry with AGO is that most of their guarantees are against municipalities, and municipality budgets appear stretched, yet AGO […]
A consistent theme of this blog is my love of companies that repurchase their shares. My love of repurchases is pretty simple: if you believe a company's stock is undervalued, than there's basically no investment the company can make that has the same risk/reward as the company buying back their own shares. Whenever a company […]
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