American International Group (AIG) Report for 1Q12

American International Group (AIG) reported earnings after the market close 5/3/12. It is an excellent report as our investment thesis remains on track complimented with strong support from a significant improvement in ongoing core insurance operations. Our thesis is AIG’s management is showing significant progress recapitalizing the company.  We estimate an intrinsic value of about […]

American International Group, Inc. Thesis

American International Group, Inc. (AIG): American International Group, Inc. (AIG) is a leading international insurance company serving customers in more than 130 countries. AIG serve commercial, institutional, and individual customers through extensive worldwide property casualty networks. They are leading providers of life insurance and retirement services in the United States. AIG common stock is listed […]

American International Group (AIG) Investment Thesis Posted

AIG’s management has shown significant progress since the financial and credit crises. The path forward seems to be clear for AIG.  Events of the past few months shed additional light on overcoming the remaining hurdles including the; the ability to source significant cash to conclude restructuring; U.S. Treasury sales indicate a rationale approach to the disposition […]