American International Group, Inc.
AIG
position
long
Rolf Heitmeyer ’06
Thesis
American International Group is improving its return on equity through share buybacks and increasing its asset to equity ratio. As the company's ROE mean-reverts to industry averages and the stock trades at a premium to book value, we believe it has the potential to be worth over $100 per share.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The thesis relies on improvements in return on equity and market valuation, but without evidence of these developments or the stock's current price, we cannot determine the outcome.
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