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JamesJoyce

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  • AIG Is Expensive At Any Price [View article]
    One thing this article did was try to challenge the love thats been pouring out for AIG. Thats a good thing for AIG appraisers. Arguably it is akin to Buffett looking for a bear to challenge BRK at its own shareholders meeting.

    Speaking of which, Buffett's observation about the danger of insurance company's wasting legacy bond portfolios seems relevant to AIG. What should it be pushing into?
    Mar 28 07:00 AM | Likes Like |Link to Comment
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