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Hello friends long time no see yes I have come back from the dead to create this one video which I feel is once in a lifetime opportunity and I really wanted to share this with you guys I am invested in Fanny May Freddy ma obviously uh disclaimer there it's not a pump or dump that I'm doing I'll be sharing some points why I feel these are really good opportunities to invest and uh let's dive into it so first before we do that let's do a quick history these were one of the biggest companies that existed before 2008 um fenny and Freddy right fenny is uh all about Residential Mortgages Freddy is Fredy neck is all about commercial real estate mortgages so those were the two biggest companies um and came 2008 When government took over not only these two companies but some banks as well banks are out of conservatorship now uh but these two companies continue to stay in conservatorship um they are penny stocks right now obviously they did not do very well um in terms of applying rules and regulations and uh had a had had a lot of Bad Mortgages and that's why this decline happened and government had to take over but at this point they have paid their dues and they should be rehabilitated they should be rep privatized now that was 2008 um the first positive sign came in 2013 when Bill lman through his company perishing Square uh invested in these two companies big time he was he still is very bullish if you look at at parishing Square his company's quarterly results yearly results he they still keep saying that it is an eventuality it will happen and um it is the most interesting play um 20 U so 2024 November could be a catalyst and all that things uh we'll go over that in a bit as well but that was the first time uh some positive sign came for these two companies 2013 Bill lman invested big time in these two companies next was um in 2020 when Trump lost the second come elections Steve manin uh treasury secretary at that time uh tried to uh take a lot of steps to privatize them I don't know whether it was a political move or they really wanted to do it if um I think it was more of a political move because uh they didn't want Biden to have access to the funds or the profits of these two companies uh and that's why they tried to do it in the end after Trump lost election um but I may be wrong that's what had happened but as soon as B Administration took control they reversed all those steps and uh it did not happen Biden's government kept enjoying the uming kept reaping the benefits of these two companies for some time until in in August 2023 uh Supreme Court ruled against the government saying that these two you cannot take profits of these two companies forever and they have to government has to pay damages to the shareholders now shareholders won the case in Supreme Court which was awesome so that's one positive um very big positive news that happened a lot of other positive things are happening around around these two companies um CEO prisilia um fenny May CEO um contemplating the future without government conservatorship in one of the interviews this is the first time a CEO is coming forward and saying these things which is great um Bill Amman will go through a couple of his companies reports you'll see how positive he is about these two companies Mark cabria who is uh former fhfa director said that um exit from the conservatorship for these two companies could be sooner than expected so we'll go over all that plus and a very big plus is that housing and Commercial Real Estate is in crisis right now due to high interest rate and the and privatizing these two companies is probably the easiest way to solve that and Biden Administration really wants to solve that um so hopefully he does that before the election itself but we'll talk about that as well so that's those are the things that are happening right now lots of positive things um and it's really to infinity and beyond after they are privatized you know then it it really would rocket I feel um at end of this year itself it should start rocketing and then um go higher and higher as they are privatized um this is this is what I think yes um so let's see few of the points in detail so this is the chart of our Fanny May as you can see every year year after year they are producing more and more um Revenue um increase of 17.4 billion in 2023 so it's getting healthier and healthier um yeah so they're they're building Fortress like Capital to uh so they can build the case even stronger for their um exit from conservatorship so that's that bill Eckman said most interesting play for this these two companies um in his Q2 2023 investor call but even more latest one is this one where they are saying it's an eventuality and presidential election uh could be a catalyst in November 2024 um and then both entities continued continue to build Capital through retained earnings from the current base of 118 billion now and they are also citing modest victory in shareholders class action litigation where jury awarded damages to fenny and Freddy uh J Junior preferred holders as well as Freddy common holders which is amazing so yeah lots of positive things so yeah this is the interview I was talking about in past in on the previous one that Fanny CEO contemplates a future after government conservatorship this is the first time a CEO is coming out and CEO of Fanny and Freddy coming out and saying these things um morgage giant Chief says companies are rehabilitated um is it a trump trade is it a Biden trade or or is it both right um here is what I think I think right now since housing residential and Commercial both are in crisis Biden might just do it even before election because he really wants to solve the this crisis right and and then this is the this is the article that I was quoting earlier that former fhfa director Mike calabri signs books at 2023 digital mortgage conference and he said that an exit from government conservatorship for f May Freddy Mac could be closer than many think this is uh a snapshot I got as well where Keef bre yet uh I don't know whether I'm butchering that name but they upgraded Freddy Mac uh to outperform Market uh from Market perform with a price target of $2.5 up from $11.25 so Freddy uh stock fmcc also had a great run last week and um and then it sh shake it off a little bit uh on Friday both the companies did a little bit hopefully it will keep going up from here on and we'll find out so uh and yeah finally um how uh these two companies can avert um residential and Commercial Real Estate crisis is if we privatize these it will result in slightly lower mortgage rates because if you prioritize these two companies they will find out ways to do that um and then once they do that that means healthier economy lower inflation and then it becomes easier to lower the FED rates once the FED rates are lower then it's just a loop back to the uh to the step two fed rates are lower than the mortgage rates will go even lower right it's easier to reduce the mortgage rates as well and then it keeps looping until it finds The Sweet Spot there so this is a really easy way to make it work if Biden Administration can do it before election itself um so yeah that's pretty much it guys I hope you enjoyed that this uh please do your due diligence and best of luck I'll see you next time thank you
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