When we write about executive compensation, it’s usually for the free blog: People love reading about it, and while executive pay can tell you a lot about a company, it’s rarely something you can build an investment thesis around. Sometimes, however, a compensation change is so far-reaching that it has the potential to reshape the company’s fortunes — and that’s especially true when the company’s future is in as much flux as that of American International Group (AIG).
In our FootnotedPro report yesterday (subscription required), we took a closer look at a disclosure from AIG that could have wide-ranging consequences for the insurance giant, and yet seems to have been almost completely overlooked.
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