Daily Ideas·Pitch·FNMA·2025年1月15日

The Art of the Deal

Pershing Square Capital Management
Other

A detailed presentation by Pershing Square on the investment case for Fannie Mae and Freddie Mac, focusing on the end of conservatorship and the potential for a significant return on investment. The presentation outlines the history of the GSEs, their current state, and a framework for their restructuring and recapitalization.

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