Zortix
Sign in
Everything said about
MBI
+ Watchlist
1
Ideas · 30d
1
Episodes
5.0
Avg depth
1
Ideas · all time
The conversation · most recent first
25 JULVALUE INVESTING WITH LEGENDS · 06:15
MBIA short thesis on AAA credit mispricing
"MBIA was severely undercapitalized while insuring complex derivatives and low-quality debt, making its AAA credit rating an unsustainable illusion."
BEARISHCore thesis · 5/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION