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Post# of 869370
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FOFreddie

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FOFreddie

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Re: kthomp19 post# 813252

Saturday, 01/18/2025 11:12:54 AM

Saturday, January 18, 2025 11:12:54 AM

Post# of 869370
Thanks Kthomp and Nats for the discussion. Kthomp - what is your estimate of value at 5% legacy common and 10% legacy common ownership for FNMA? How about FMCC? Looking at Ackman as best case near term - what is the realistic worse case scenario? I am still thinking that John Paulson said 90 -95% UST ownership early on.
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