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My son sent me this from the RF corner. He'll never forget that fist bump. #GOBRAVES @ronaldacunajr24 @Braves @GoStripers
Free FnF retweeted
In 2010, Fannie Mae got pulled off the NYSE. The stock was under a dollar.
Today $FNMA traded over $5. So I pulled up the NYSE’s actual rules for a brand new listing.
Minimum share price: $4. Done.
Pre-tax earnings: $10 million over three years. Fannie earns that in about four and a half hours. Freddie does it by breakfast.
Public float: $40 million. Fannie’s is worth over $5 billion.
They clear every number by a mile. And yet two of the most profitable companies in America still trade on the OTC, next to shell companies and penny stocks.
That’s not a technicality. On the OTC, a lot of pension funds and mutual funds can’t buy them. Index funds can’t hold them. Many brokers won’t let you margin them. The spreads are wider and the price discovery is worse. The buyers Treasury needs for a big offering are the ones the OTC keeps out.
Getting off the OTC doesn’t take Congress, a capital raise, or a new rule. FHFA pulled them off the exchange in 2010, and FHFA can put them back.
Midterms are tomorrow. Campaign season ends, delivery season starts.
@pulte, get $FNMA and $FMCC off the OTC and back on the Big Board. One letter, one signature. Let’s go
Free FnF retweeted
🚀 $FNMA — A CASH-GENERATING MACHINE THE MARKET STILL UNDERVALUES.
Fannie Mae generates billions in earnings from a massive mortgage portfolio and recurring guarantee fees tied to the backbone of American housing. 🏡 These aren’t one-time windfalls. The business is built on recurring revenue streams that can generate substantial earnings year after year.
💰 And with over $120 BILLION in reported net worth and capital reserves Fannie has a substantial financial cushion against losses. Its scale, earnings power, and systemic importance make this a financial powerhouse hiding in plain sight. 👀
The market can only ignore the fundamentals for only so long. 📈 If conservatorship reform and a path to release finally materialize, the upside could be extraordinary.
Massive earnings.
Recurring fees.
A powerful business.
One enormous catalyst.
$FNMA ~ THE SLEEPING GIANT IS WAKING UPP🔥
SPOT ON! Boss man not gonna be happy about losing midterms, if that's the way it goes. A couple pen to paper and done deal. This gets done GUARANTEED win or lose by Jan 2029!
$FNMA $FMCC
$FNMA $FMCC
@BillAckman with another banger of an interview & more uber bullish commentary on Fannie Mae & Freddie Mac as he sat down for the Equity Mates podcast (published today).
Full interview link also attached.
Shout out to @SamYouWellFlynn for the stellar heads up!
"This is a 10X if the President puts this on the list of things he’s gonna do.
I think if midterms go against the President, this is one of the things he can do without the Congress.
And the President likes to do big deals, you know. He likes to ring the bell at the exchange. And this is something that can create literally hundreds of billions of dollars for the American people."
GLTA.
youtu.be/IN8ugYE4UmE?is=gYxr…
Can we start with a simple uplist? Don't see what's so difficult or complex about that either. Looking forward to seeing F3 addressed in 2027.
$FNMA $FMCC $USFintech
Free FnF retweeted
I’m confident that this administration will fix this on a Friday afternoon. It’ll be a great day for the country, and if this can happen this week, it’ll be a huge victory for President Trump and the Republican Party just before the midterms. I am more bullish than ever, yet I can’t hide that a few little steps like recognizing that SPS was overpaid, reducing capital requirements, and listing the companies on the NYSE, are all overdue now... MAGA!
Free FnF retweeted
My favorite 4 $fmcc $fnma quotes of the week:
1. “And the chairman of Fannie Mae and Freddie Mac, and he’s made it very valuable in a short period of time, Bill Pulte. Bill, thank you, Bill.” | PRESIDENT TRUMP
2. “I believe the same as Bessent!” | BILL PULTE
3. "I would imagine that the next year, the year after, we will be tackling the ownership structure,” @SecScottBessent
4. “There’s no scenario in which these entities would be a threat to the market. I would argue mortgage spreads tighten..” | BILL ACKMAN
Ps-now it’s time to let America’s dream team focus on the midterm elections. 🇺🇸 Vote!
$FNMA $FMCC
🔥🔥🔥
@BillAckman with epically bullish commentary on Fannie Mae & Freddie Mac this A.M.
All the bases were beautifully covered. Thank you once again for your tireless advocacy, Mr. Ackman!
No chance DJT leaves F2 up for grabs at the risk of a democratic administration potentially regaining control.
Shout out to @CaliRefugee1 for continually banging that drum!
Not if...but when.
Tick, tock.
GLTA.
Free FnF retweeted
$FNMA $FMCC
Nice work scoring another repost from @BillAckman, @World_21m!
Thank you once again for the love, Mr. Ackman! Fannie Mae & Freddie Mac shareholders are grateful.
$FNMA $FMCC
At the risk of drawing some boos & hisses from within the F2 family (as well as the predictable mocking from the usual suspects)...take heart & be encouraged, fellow shareholders.
I'm as bummed as anyone about the recent overall price action. I would love to have been uplisted a year ago. And the uncertainty of the timetable is frustrating.
But as a Fannie Mae & Freddie Mac shareholder, I couldn’t be more excited about the fact that @pulte & @realDonaldTrump have been traveling together around the clock.
DJT's commending Director Pulte (while in attendance) 4 times in 3 days along with another "Trillion Dollar" reference isn’t insignificant. They’re not just discussing the latest technology in golf clubs and giving putting tips on Airforce 1.
You can rest assured that there is a plan of action for our path forward. I can’t envision a scenario where Trump leaves F2 up for grabs for the next administration. He knows what’s at stake.
And for those encouraging you to sell…ask yourself "Why?". Do you really think our ultimate outcome is going to be dictated by volatile swings caused by limited volume that on most days is a fraction of 1% of the total number of outstanding shares?
Finally, do you honestly think the gloomers, doomers, & "never gonna happeners" have greater insight than those in the administration and those within a close proximity who have consistently signaled a favorable outcome? Know what you hold.
Not if...but when.
GLTA.
Free FnF retweeted
@SecScottBessent Release Fannie Mae and Freddie Mac already! It's been 18 years of theft from shareholders. Sign a letter agreement already! You hold the key! @DonaldTrump @pulte @howardlutnick
AKA "Cesspool Exchange". Where companies end up when they're on their last breath.
A travesty these 2 fine oiled revenue generating machines are still sitting there. @pulte knows this more than ANYONE too.
$fnma $fmcc
$FNMA $FMCC
"There is a security for Fannie & Freddie which trades on what's called the 'Pink Sheets'.
But President Trump is thinking way bigger than that."
May 29, 2025
Shareholders are thinking way bigger than that as well, Director @pulte.
Given the simplicity in relisting Fannie Mae & Freddie Mac to a legitimate exchange and the harmless impact it would have on mortgage spreads, do you have any updates on when we may return to the NYSE?
Addressing this concern would remove a tremendous amount of angst and uncertainty within the shareholder community.
We realize that your position limits you in responding on this subject matter.
But you've gone on record in recent years as an advocate for the retail investor. We’d be grateful for confirmation that your sentiment hasn’t changed in that area.
Loyally and patiently waiting.
Free FnF retweeted
@DonaldTrump Time to drop the hammer and free Fannie Mae and Freddie Mac from the OTC prison! @pulte @howardlutnick @SecScottBessent @MorningsMaria @BillAckman $FNMA $FMCC
The signal is clear!
$FNMA $FMCC
4 posts from @pulte in 15 minutes last night.
@realDonaldTrump's signing of the 21st Century Road to Housing Act today will be monumental.
Fannie Mae & Freddie Mac are primed and ready for a time such as this...they're locked, loaded, & ready to go.
