Pershing Square has owned $FNMA and $FMCC for a decade now. So over the weekend, I wrote a 1,500 word post on Fannie and Freddie for .@SeekingAlpha. 

In it, I reviewed Bill's original 111-page investor deck from 2014 and highlighted the risks/rewards. Below are three points summarizing the article:

Deep Value Play: Fannie/Freddie are profitable mortgage giants trading at low prices. Privatization could unlock massive value.

Ackman's Bullish Bet: Ackman's long-term stake and upcoming presentation signal strong upside potential. Set a Reminder for his X Spaces on Thursday.

Privatization Catalyst: A potential new Trump administration increases the odds of Fannie/Freddie going private, a major bullish catalyst.

Disclosure: I plan to buy $FNMA over the week, based on the upcoming events.

https://t.co/n2yP1b6STk