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  "documentTitle": "Assured Guaranty (AGO)",
  "authorId": "04_Greenlight_Capital",
  "authorName": "David Einhorn",
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  "presentationDate": "2018-04-23 00:00:00",
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  "notes": "The chart uses a metaphor 'Ice chips combined make a slushy' to describe the consolidation of competitors.",
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      "text": "Post crisis, AGO has bought or reinsured most of its competitors, including Radian, CIFG, MBIA's UK division and Syncora.",
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      "text": "Stock price trend from 2004 to 2017 with acquisition annotations",
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      "text": "Post crisis, AGO has bought or reinsured most of its competitors, including Radian, CIFG, MBIA's UK division and Syncora. This has mitigated some of the decline...",
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      "text": "Source: Pricing from Bloomberg LP, retrieved April 20, 2018. Acquisitions and reinsurance from AGO Forms 8-K and earnings calls.",
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