BxCap

Why We're Still in the Early Innings of the Bursting of the Housing and Credit Bubbles - And Implications for MBIA and Ambac

Sorry about User 155868. It is obvious that they did not read Bill Ackman's original November 2007 presentation on the monoline insurers. Your presentation approached the situation from a less generalized view and shown the holdings as close to source as possible, leaving no room for doubt.

Why We're Still in the Early Innings of the Bursting of the Housing and Credit Bubbles - And Implications for MBIA and Ambac

Great presentation Whitney. Thanks for allowing the average investor the access to such valuable information.

Ambac, MBIA Are Still Shorts Amidst This Wink-and-Nod

Thank you for this eye-opening post Whitney.

Bill Ackman Video Speaking on MBIA, Ambac and Bond Reinsurers

Thanks for the link, and the other link mentioned in the article was:
pershingsquare.valuein.../
and requires registration. It's a must read for MBIA and AMBAC investors.