Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

MBIA Is A Zombie Slowly Being Resurrected

MBIA Inc. (NYSE:MBI) reminds me of those zombie movies my husband makes me watch; half the company is essentially undead kept alive only by slowly feeding off of the other half of the company which is trying desperately to fight off the zombie. As such, investors and potential investors in the company need to decide which side is stronger - if the "zombie" part is stronger the company is worthless or nearly so, if the "human" part is stronger then the company should have a bright future ahead of it once the zombie is buried or burned or … finds love I guess (I'm not quite sure about the consensus for how to deal with a zombie).

Thesis:...

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