Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
- My company:
- T&T Capital Management
- My blog:
- T&T Capital Management Blog
- My book:
- Learn to Treat Your Portfolio as a Business
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AIG Planning A Return To Real Estate-WSJ 0 comments
It's good to see AIG getting back into Real Estate while collateral values are still low. This is a company that has a huge amount of float that they need to invest so they must remain disciplined and diversified. Before their CEO Robert Benmosche took over AIG was winding down everything under pressure from the government. Since then they have turned around the businesses and they are starting to get on the offensive.
http://online.wsj.com/article/SB10001424052702304587704577335963793848928.html?mod=WSJ_hp_LEFTTopStories
Disclosure: I am long AIG.
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