External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

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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