$AFG

AFG当前按调整后账面价值计处于历史低位,基本面强劲,且关键资产风险已得到解决。

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《The Market Looks Fine. Why Are So Many Stocks Getting Crushed?》
The Acquirers Podcast发布 2026-09-30 · 1 段内容
15:55/ —打开原视频

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例如,市政债券保险公司Assured Guarantee,如果看它的调整后账面价值比率,其估值正处于我所见过的最便宜水平之一。唯一真正的例外可能是在金融危机期间。基本面非常好,非常强劲。

他们此前担心的最大资产之一已经完成重组,我认为他们不会在这一过程中亏钱。

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.

这个频道对 $AFG 的历次判断

The Acquirers Podcast 在这只股票上只有这一条判断。

2026-09-30看涨本条
例如,市政债券保险公司Assured Guarantee,如果看它的调整后账面价值比率,其估值正处于我所见过的最便宜水平之一。唯一真正的例外可能是在金融危机期间。基本面非常好,非常强劲。他们此前担心的最大资产之一已经完成重组,我认为他们不会在这一过程中亏钱。
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