American International Group, Inc. Thesis

American International Group, Inc. (AIG): American International Group, Inc. (AIG) is a leading international insurance company serving customers Continue Reading

American International Group (AIG) Investment Thesis Posted

AIG’s management has shown significant progress since the financial and credit crises. The path forward seems to be clear for AIG.  Events of the past Continue Reading

Brookfield Infrastructure LP (BIP)

Brookfield Infrastructure L.P. (BIP) operates infrastructure assets located in North and South America, Australasia, and Europe providing essential Continue Reading

Brookfield Asset Management Reports 4Q11

Brookfield Asset Management reported impressive financial and operational performance during 2011. They are well positioned to increase cash flow Continue Reading

American Capital (ACAS) Reports 4Q11

American Capital LTD (ACAS) reported earnings after the market close 2/14/12. It was a good report and our investment thesis is on track but there Continue Reading

Brookfield Infrastructure (BIP) Reports Solid Performance

Brookfield Infrastructure Partners L.P (BIP) (a spinoff of Brookfield Asset Management BAM) reported earnings today. It was a solid performance. You Continue Reading

What ValuebyGeorge.com is About

The old quip about making money in the stock market “buy low and sell high” is hard to argue with isn’t it? It has always been true, but for us on Continue Reading

Value Investing: Don’t Make it Difficult

Value investing can be difficult for some because value investors often buy what is unpopular at the moment. After all a company’s stock usually has Continue Reading

American Capital Ltd (ACAS)

Summary: American Capital Ltd (ACAS) offers a unique opportunity for non-institutional investors to invest in private equity at a deep discount to Continue Reading

Brookfield Asset Management (BAM)

The current worldwide macroeconomic malaise tends to create opportunities for the contrarian and value investment approach used by Brookfield Asset Continue Reading