Triad Guaranty Inc (TGIC)

[Enterprising Investor]

I have well over 30 years of experience in turnaround and distressed investing for my own account.

[Man, I am getting old]

The Thornburg Mortgage bankruptcy case will most likely result in my biggest payoff to date in dollar terms. ROI is infinite since my original investment was returned solely when the non-debtor ADFITECH subsidiary was distributed to bondholders.

The plan structure for Triad Guaranty is one of the most interesting I have seen in that time.

I believe that I have a firm grasp on what this company may look like down the road.