Another look at AIG

A taste of the mind boggling complexity here. Still "too hard" for me. I've sold 80% of my stake.

AIG is in the spotlight of the market right now and all the best and brightest analysts/investors are trying to figure it out. What's the chance that you and I can beat them? Pretty slim. I prefer to focus on neglected issues where it's easier (possible) to get an edge over the crowd. 20 analysts follow AIG and put every public minuscule bit of information under a microscope. In stark contrast, Seaboard SEB has 1 lonely analyst following it, mostly because it's mid cap, 70% insider owned and has extremely opaque governance. Scuttlebutt can pay off in the Seaboards of the investing world.