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FNMAFMCCBULLISHCore thesis · 5/5

Fannie and Freddie preferreds offer 15%+ IRR

The guest argued that Fannie Mae and Freddie Mac preferred shares, trading at a discount to face value, offer a compelling 15%+ IRR if they exit conservatorship by 2028 and the discount closes.

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FNMA: Fannie and Freddie preferreds offer 15%+ IRR · Zortix