◆ Contrarian Corpus
Campaigns / Greenlight Capital → Assured Guaranty
Greenlight Capital vs. Assured Guaranty

Assured Guaranty · AGO

1 deck published between 2018-04-23 and 2018-04-23 — 63 pages, 63 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2018-04-23 initial thesis

    2018 04 Greenlight Assured Guaranty Presentation April 2018

    63pp · conference_presentation

    Assured Guaranty is a melting-ice-cube bond insurer aggressively returning capital it hasn't earned; Puerto Rico losses alone (2-4x reserves) will force a capital raise or strip the AA rating it needs to write new business.