AGO valuation is historically cheap on adjusted book value; fundamentals are strong and key asset restructuring poses no loss risk.
Bullish
“The Market Looks Fine. Why Are So Many Stocks Getting Crushed?”
The Acquirers PodcastPublished Sep 30 · 1 passage
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For example, Assured Guarantee, a municipal bond insurer , if you look at its adjusted book value ratio, it's trading at one of the cheapest levels I 've seen. The only real exception might be during a financial crisis.
The basics are very good. Really powerful. One of their biggest assets that they were worried about has undergone restructuring, and I don't think they will lose any money in that process.
What this channel has said about $AGO
The Acquirers Podcast has only this one call on this stock.
2026-09-30BullishThis one
For example, Assured Guarantee, a municipal bond insurer , if you look at its adjusted book value ratio, it's trading at one of the cheapest levels I 've seen. The only real exception might be during a financial crisis. The basics are very good. Really powerful. One of their biggest assets that they were worried about has undergone restructuring, and I don't think they will lose any money in that process.