External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>The author reassesses the MBIA GFL 2033 Notes investment, highlighting a current buy-and-hold opportunity despite previous underperformance.</li><li>The yield on the notes has risen from 10% to 15%, with a potential 10% internal rate of return achievable for investors.</li><li>The resolution of the Puerto Rico Electric Power Authority bankruptcy is seen as key to increasing MBIA's equity value and facilitating a sale.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The author reassesses the MBIA GFL 2033 Notes investment, highlighting a current buy-and-hold opportunity despite previous underperformance.The yield on the notes has risen from 10% to 15%, with a potential 10% internal rate of return achievable for investors.The resolution of the Puerto Rico Electric Power Authority bankruptcy is seen as key to increasing MBIA's equity value and facilitating a sale.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Mbia Inc (MBI GFL 0 '33) - Wednesday, Jul 30, 2025

United States

MBIA Inc. provides financial guarantee insurance and other forms of credit protection. The Company also offers investment management services to public finance and structured finance issuers, investors and capital market participants.

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Mbia Inc (MBI US)

Mbia Inc (MBI GFL 0 '33) - Wednesday, Jul 30, 2025

The author revisits MBIA GFL 2033 Notes, noting a compelling buy-and-hold opportunity despite past disappointments, with potential for a 10% IRR as...

Value Investors Club (VIC)

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