Dec. 4 at 12:03 PM
$SPY DEEP VALUE REPORT OCTAVE SPECIALTY GROUP (OSG) (ex- AMBC) Updated
Ambac didn’t die. It quietly amputated its past, sold the legacy book to Oaktree, rebranded as Octave Specialty Group… and still trades at <0.5× book.
The full Deep Value Report on OSG (ex- AMBC): cash, NOLs, A- carrier, health platform — all on sale. 📉➡️📈
HERE:
https://cundilldeepvalue.substack.com/p/deep-value-report-octave-specialty
$AMCX $T $JPM $BAC