The Acquirers Podcast发布 2026-09-30
《The Market Looks Fine. Why Are So Many Stocks Getting Crushed?》
$AFG看涨
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。
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.