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FNMAFMCCBULLISHCore thesis · 5/5

Fannie Mae and Freddie Mac exit conservatorship

The bull case argued: Fannie and Freddie are on a clear path to exit conservatorship, be re-privatized, and unlock significant equity value for shareholders, driven by political will, regulatory actions, and improved financial health.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE