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| Alias Born | 01/27/2021 |
Sunday, January 21, 2024 6:39:29 PM
Even if the gov't warrants were to "dilute" us... this is today a 4.2 Trilly enterprise value and just 1.27B Mcap. With 72.6B cash after only being allowed to keep it since Q3 2019. In a market with low inventory. The thing is I could care less if 20 Billion shares were outstanding once we get into this housing boom Buffett signaled in Q2 2023 by his DR Horton investment + other builders. We have a perfect environment set up. Privatization is inevitable - it has to start in 2024 imo. I don't think it's a partisan thing at all. It's more of a Wells Fargo, JP Morgan, BoA, Truist, etc thing (banks that originate mortgages "lend" and want privatized FnF to buy their mortgages as warp speed to fuel this cycle).
Bullish
Recent FNMA News
- Fannie Mae Releases February 2026 Monthly Summary • PR Newswire (US) • 03/26/2026 08:05:00 PM
- Fannie Mae Announces Results of Tender Offer for Any and All of Certain CAS Notes • PR Newswire (US) • 03/02/2026 02:00:00 PM
- Fannie Mae Releases January 2026 Monthly Summary • PR Newswire (US) • 02/26/2026 09:05:00 PM
- Fannie Mae Announces Tender Offer for Any and All of Certain CAS Notes • PR Newswire (US) • 02/23/2026 02:00:00 PM
