Assured Guaranty：当前定价体现6%的ROE，并有明确路径达到10%（NYSE:AGO）
· seekingalpha.com
Assured Guaranty（AGO）看似深度低估；详见ROE提升路径、回购上行空间、通过年金再保险实现增长，以及AA评级风险——阅读...
Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition ...